Chemicals

We continue to prefer commodity-linked names that are best equipped to deliver robust FCF that can be re-deployed to foster premium EPS growth.

Top Picks:

  • Dow Chemical Company (DOW)
  • Eastman Chemical Co. (EMN)
  • Huntsman Corporation (HUN)

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Vertical Team

Kevin W. McCarthy
Partner

Sandy H. Klugman
Vice President

Matthew DeYoe
Analyst