Kaman Corporation – Morphing into an Aerospace Pure-Play
Kaman Corp (KAMN US) is a company with two distinct business segments, Aerospace and Industrial Distribution. Distribution is a leading distributor...
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U.S. Equity Strategy: Upgrading Manufacturing Sector
The S&P 500 continues to hover below critical resistance at its 200-day moving average while market participants remain in a wait-and-see mode...
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U.S. Manufacturing Sector Breaking Out to All-Time Relative Strength Highs; Actionable Stocks
We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight. The following industry groups are...
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Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
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Brimming Onshore Storage Forcing Traders Towards Oil Tankers
Oil tanker market has been pretty strong past couple of days with rates on benchmark AG-Japan trade crossing $80,000 per day. Higher number if...
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