We prefer chemical stocks that are best equipped to deliver robust and sustainable FCF that can be re-deployed to foster premium EPS growth.
- Celanese Corporation (CE)
- Dow Chemical Company (DOW)
- Eastman Chemical Co. (EMN)
February 16, 2017
HUN: RAISING 2018 EPS; PORI PAUSES PERCOLATING PIGMENTS PROFITABILITY IN 2017
Our thesis remains intact exiting 4Q
February 13, 2017
ALB: WHITE GOLD NEAR PEAK; INITIATE ON LITHIUM LEADER WITH A HOLD RATING
We launch coverage of Albemarle (ALB) with a rating of Hold.