NOK - PolyOne: Acquisitions Complement Organic Growth
Investment Thesis
PolyOne (POL) is a diversified materials company that focuses on the development of polymers, resins, and other specialty composites. The materials sector was hit especially hard at the end of 2018 because of concern related to a slow-down in the economy, an increase in production costs (higher material costs) and increased distribution/transportation costs. POL and its competitors all saw their stock prices decrease by at least 25% from September 15th until the end of January.
POL data by YChartsOther major companies in the polymers and composites include:
- LyondellBasell (