Chemicals

Investors are being asked to make a difficult choice in today’s market. Commodity chemical stocks generally carry elevated earnings risk, while many defensive specialty chemical stocks are priced near record high multiples, despite a macro environment that has become more challenging. In this context, we favor (A) specialty chemical stocks that offer resilient growth at a reasonable relative price; and (B) commodity chemical names that offer superior balance sheets, healthy FCF, and idiosyncratic growth.

Top Picks:

  • Huntsman Corporation (HUN)


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