Feb 07, 2012
| Industrial
Infrastructure & Construction February Monitor
Infrastructure & Construction Monthly Monitor: February 2012 Download full article here. Our Monthly Monitor newsletter is designed to provide a quick overview of sector news flow, share price performance, and keymacro data trends that are relevant to our universe of infrastructure and... Read more
Feb 06, 2012
| Industrial
Airlines: Finding New Religion
Airlines: Finding New Religion Download full article here. Last week we attended Raymond James’ annual Global Airline conference in New York, which is hosted by our US colleague, JimParker and consistently features some of the most successful carriers from around the world (see Exhibit 1). This... Read more
Jan 31, 2012
| Industrial
Climb Back Into the Sand Box
Time for Investors to Climb Back Into the Sand Box In this report, we present a comprehensive sketch of the opportunities and challenges that we believe are emerging in the Alberta oil sands. This analysis has led us to conclude that now is a promising time for more risk-tolerant... Read more
Jan 10, 2012
| Industrial
Infrastructure & Construction Monthly Monitor
Click here to read full article. Our Monthly Monitor newsletter is designed to provide a quick overview of sector news flow, share price performance, and keymacro data trends that are relevant to our universe of infrastructure and construction (I&C) related stocks. Despite theaccentuated... Read more
Dec 23, 2011
| Industrial
Steel Periodical IX
Click here to read entire article. EventWe offer a year-end update on the North American steel sector and the key trends that influence the stocks within ourInfrastructure and Construction (I&C) coverage universe that are levered to the industry. ActionOur ‘top pick’ in the sector remains... Read more
Nov 25, 2011
| Industrial
Equipment Dealers: Capitalizing on Consolidation
Short Excerpt: Amidst all of today’s macroeconomic uncertainty and financial market volatility it has become increasingly difficult to havestrong conviction in any particular ‘call’ about the future. Nevertheless, when it comes to our universe of equipment distributioncompanies, there is one trend... Read more
Nov 07, 2011
| Industrial
