September 29, 2020
Post-Pandemic Industrial Investment Case
By: Scott Davis As an overall sector, Industrials has not captured much attention by portfolio…
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September 21, 2020
2020-2022 Industrial End-Market Forecasts
By: Scott Davis We're updating our forecasts for the top 20 industrial verticals, including estimates…
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September 17, 2020
Airframes vs. Engines: Diametrically Opposed Business Models
By: Carter Copeland The specific characteristics of this downcycle point to uneven impacts across the…
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September 14, 2020
Melius Macro Views: End of Downcycle in Sight
By: Scott Davis Data continue to show sequential improvement through the summer, with several positive…
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July 27, 2020
IEX: Launching Coverage at Hold
By: Rob Wertheimer Exceptional Operating Company, Growth Headwinds: IDEX is an impressive company, with top tier…
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February 7, 2020
A Look Back at SARS’ Impact on Industrials
By: Scott Davis With coronavirus a new global challenge, we can look back to SARS…
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January 27, 2020
CAT: Conservative Guide Likely… But Which Direction are Actual 2020 Earnings Risks?
By: Rob Wertheimer Pretty much everyone we’ve spoken with expects Cat to issue a conservative…
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January 23, 2020
Deere’s Technology Stack
By: Rob Wertheimer Seeing Deere at the CES show again this year was extremely stimulating…
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January 22, 2020
BA: Normalization Slipping Rightward
By: Carter Copeland Slower for longer…BA’s mid-2020 return-to-service estimate issued yesterday provides a rough confirmation…
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January 16, 2020
Melius Macro Views: Numbers Coming Down Again
By: Scott Davis Folks, in the link below please find our latest Melius Macro Views…
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