melius_admin 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
melius_admin 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
melius 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
melius 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
melius 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
melius 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
melius_admin 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
melius_admin 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
melius 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
melius 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