Deep Dives - Chemicals

Date Ticker Title Vertical Rating (at time of publication)
04.18.2019 DWDP
  • DWDP: Sharpening Pencil on 1Q to Reflect Corteva Timing
  • Chemicals Buy
    04.15.2019 APD
  • Chemicals: Earnings Preview; Running Uphill Against the Clock
  • Chemicals N/A
    04.11.2019 TROX
  • TROX: Cristal Closed; Cash to Come
  • Chemicals Buy
    04.04.2019 RPM
  • RPM: Spring is in the Air and in Consumer's Step
  • Chemicals Sell
    04.02.2019 LIN
  • LIN: Raising PT; Tonnage Strategies Support Industry Returns
  • Chemicals Hold
    04.01.2019 DWDP
  • DWDP: Resetting Target to Reflect DOW Spin-Off
  • Chemicals Buy
    04.01.2019 DOW
  • DOW: Initiating at Hold; Nice Yield Vehicle in Middle Gear
  • Chemicals Hold
    03.27.2019 WLK
  • WLK: First Drop in 18 Months at Double the C-Corp Multiple
  • Chemicals Hold
    03.25.2019 WLK
  • WLK: CFO Meeting Spotlights Cycle, Mix, Growth and an Option
  • Chemicals Hold
    03.21.2019 APD
  • Chemicals: Not So Super After All?
  • Chemicals N/A
    03.19.2019 TROX
  • TROX: Cristal Merger Moves to Commissioner Review
  • Chemicals Buy
    03.18.2019 HUN
  • HUN: Still Searching for Bottom; Reducing Numbers Accordingly
  • Chemicals Buy
    03.15.2019 DWDP
  • DWDP: CEO Meeting Update on Portfolio and Operations
  • Chemicals Buy
    03.11.2019 APD
  • Chemicals: Commodity Chemical Calculus; Swimming in Inventory
  • Chemicals N/A
    03.08.2019 APD
  • Chemicals: Top Picks Change; Swapping CC for LTHM
  • Chemicals N/A
    03.01.2019 FMC
  • FMC: Resetting Target to Reflect Livent Spin-Off
  • Chemicals Buy
    02.26.2019 DWDP
  • DWDP: Spin Class Two; New Dow Features Cash Flow and Yield
  • Chemicals Buy
    02.22.2019 DWDP
  • DWDP: Spin Class One; Sell-Side Analyst Event Takeaways
  • Chemicals Buy
    02.14.2019 OLN
  • OLN: Catalysts in 2021 Render Cycle Option Inexpensive
  • Chemicals Buy
    01.29.2019 ALB
  • Chemicals: Lithium Landscape; Mountains and Molehills in Chile
  • Chemicals N/A
    01.24.2019 LYB
  • LYB: Crude Thoughts; Maya "K-Factor" Tanks Crack Spread
  • Chemicals Hold
    01.22.2019 LIN
  • LIN: New $6bn Repo Plan is a Step in the Right Direction
  • Chemicals Hold
    01.16.2019 SHW
  • SHW: Right-sizing for Reality
  • Chemicals Hold
    01.15.2019 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019
  • Chemicals N/A
    01.11.2019 APD
  • Chemicals: Chart of the Day - Revenge of the Commodities?
  • Chemicals Buy
    01.10.2019 APD
  • Chemicals: Commodity Chemical Calculus; Houston, We've Bottomed
  • Chemicals N/A
    01.08.2019 DWDP
  • DWDP: China Trait Approvals Brighten Ag Outlook
  • Chemicals Buy
    01.07.2019 APD
  • Chemicals: China and Europe Weakness Weigh on Operating Rate
  • Chemicals N/A
    01.03.2019 UNVR
  • UNVR: Upgrade to Buy; NXEO Deal Amplifies Growth Not Risk
  • Chemicals Buy
    01.03.2019 RPM
  • RPM: Downgrade to Sell as Margin of Safety Wears Thin
  • Chemicals Sell
    01.03.2019 APD
  • Chemicals: Upgrading US Chemicals to Overweight
  • Chemicals N/A
    12.20.2018 AXTA
  • AXTA: 2019 Outlook Mixed; FCF Lends Support
  • Chemicals Hold
    12.17.2018 APD
  • Chemicals: Chart of the Day - Dry Powder for Self Defense
  • Chemicals Buy
    12.12.2018 APD
  • Chemicals: Commodity Chemical Calculus; Unhappy Holidays
  • Chemicals N/A
    12.07.2018 APD
  • Chemicals: A Brief Study of End Market Exposures
  • Chemicals N/A
    12.05.2018 TROX
  • TROX: Are You Not Entertained? Is This Not Why You Are Here?
  • Chemicals Buy
    12.04.2018 FMC
  • FMC: Investor Day Highlights Growth and Granularity
  • Chemicals Buy
    11.29.2018 RPM
  • RPM: Investor Day Maps Aggressive Path for 2021
  • Chemicals Hold
    11.28.2018 VNTR
  • VNTR: Focusing on Execution While Market Remains in Flux
  • Chemicals Hold
    11.27.2018 ALB
  • Chemicals: Lithium Landscape; Spotlight on Hydroxide
  • Chemicals N/A
    11.21.2018 ALB
  • ALB: Shifting Chips to Second JV in Australia
  • Chemicals Buy
    11.20.2018 APD
  • Chemicals: Commodity Chemical Calculus; Export Bids Ebb
  • Chemicals N/A
    11.20.2018 APD
  • Chemicals: The Price of Success; A Brief Study of Pricing Power
  • Chemicals N/A
    11.19.2018 LTHM
  • LTHM: Lithium Learnings From Livent; Affirm Buy on LTHM
  • Chemicals Buy
    10.04.2016 UNVR
  • A Time for Value; Chemicals Investing in a "3L" World
  • Chemicals N/A