Investors are being asked to make a difficult choice in today’s market. Commodity chemical stocks generally carry high earnings risk at this point in the cycle, while more defensive specialty chemical stocks are priced near record high multiples, despite a macro environment that has become more challenging in light of tariff-related uncertainties, weaker demand, and a stronger USD. In this context, we are most focused on resilient earnings at a reasonable price as well as commodity names with superior balance sheets and high prospective FCF yields.

Top Picks:

  • Huntsman Corporation (HUN)

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