Institutional Equity Research

TD&Co. is an industrial sell-side equity research boutique providing in-depth industry and company-specific research in two primary areas: the Building Materials, , Building Products, Engineering & Construction, and Telecom Equipment sectors (Adam Thalhimer); and the Global Logistics, Supply Chain Non Asset/Cargo Asset Based sectors (David Campbell). The firm also provides management access in multiple geographies as well as field trips.

We also publish in-depth monthly updates. Click below to view our sample report.

Equity Research Coverage

Adam Thalhimer

Building Materials
CEMEX S.A.B. de C.V. (CX)
Eagle Materials (EXP)
Martin Marietta Materials (MLM)
Summit Materials (SUM)
Vulcan Materials (VMC)

Building Products
AZZ Inc. (AZZ)
Quanex Building Products (NX)

Telecom Equipment
Keysight Technologies, Inc. (KEYS)