Category

Research Report

Research Report
January 16, 2020

How Will the MAX Stoppage Impact Supplier Financials?

By: Carter Copeland  The 737MAX production stoppage and subsequent ramp up will have major implications for…
Read More
Research Report
January 14, 2020

Looking at Drivers of Deere’s Margin Improvement Plan: Margin from Technology

By: Rob Wertheimer At its recent webcast from CES, Deere gave some clarity on the…
Read More
Research Report
January 10, 2020

Trimble: Solidly Positive Strategic Move in Transportation with Kuebix Acquisition

By: Rob Wertheimer The big picture upside for Trimble is that it has leading positions…
Read More
Research Report
January 7, 2020

Airbus: A321 Struggles Remain Central Watch Item

By: Carter Copeland  Airbus is widely expected to report that the company achieved full year…
Read More
Research Report
January 6, 2020

Industrials 2020+: All About Relevance, ESG, and Geopolitical Realities

By: Scott Davis The world has changed, we all know that, but even obvious change…
Read More
Research Report
January 6, 2020

Still Life in Cyclicals After the Rally

By: Rob Wertheimer  Machinery stocks rallied hard at the end of 2019, reversing two years…
Read More
Research Report
November 18, 2019

Melius Research Automation 101 & Rockwell Automation (ROK) Chartbook

By: Scott Davis  ROK is a prime beneficiary of secular tailwinds around automation, including labor…
Read More
Research Report
July 29, 2019

What Can Arrest the Slide? Probably Not Canada Edibles or Beverage Launches

By: Rob Wertheimer  Cannabis stocks have corrected 30-40% since May, and in some cases more.…
Read More
Research Report
July 3, 2019

Canopy Chairman/Co-CEO Departure

By: Rob Wertheimer  Canopy Growth announced the departure of Bruce Linton, co-CEO and Chairman of…
Read More
Research Report
June 20, 2019

Industrials 2020+: All About Relevance, ESG, and Geopolitical Realities

The world has changed, we all know that, but even obvious change has a way…
Read More