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Research Report
June 24, 2019

Industrial Inventories Flashing Warning Signs?

By: Scott Davis  Credit drives all cycles, but inventories drive much of the cycle volatility.…
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Research Report
June 20, 2019

Production Ramps and Risks in Cannabis

By: Rob Wertheimer  Cannabis sales in Canada have been constrained by shortages, as the industry…
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Research Report
January 24, 2019

GWW: Turnarounds are Rarely Linear

By: Jake Levinson  GWW was one of the biggest industrial turnaround stories last year, with the…
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Research Report
December 10, 2018

CGNX: Best-in-Class Industrial Tech Name

By: Scott Davis Cognex is the latest addition to our industrial tech coverage alongside names…
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Research Report
December 10, 2018

Aerospace: Why We’re Not Worried About the Cycle

By: Carter Copeland  Aerospace cycle concerns are reemerging; we’re not worried: In our report from last…
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Research Report
December 3, 2018

Boeing/Airbus: The Risk is Risk Itself

By: Carter Copeland  We’ve re-scrubbed our Boeing and Airbus numbers well into next decade (2021/2022).…
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press
October 3, 2017

Star Analysts Debut New Firm, $180k All-In Price as MiFID Looms

By Felice Maranz and Joshua Fineman  (Bloomberg) -- Equity research firm Melius Research LLC plans…
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