- Huntsman has been taken to the woodshed and is grossly oversold both technically and fundamentally.
- Trinseo valuation has been cut by more than half as estimates are up more than 100% while the stock has declined more than 20% since the March highs.
- Dow is down nearly 10% from recent highs despite another positive pre-announcement, higher estimates, a 4.5% dividend yield and an 18% Free Cash Flow Yield at below average earnings.
- The sell-side analysts continue to miss the boat on these names and focus on the wrong data points and use specious reasoning to make their case.
- Investors can still look for 100% to 200% returns in these names over the next 12-18 months.
For further details see:
Load Up On Huntsman, Trinseo, And Dow As We Reach A New Inflection Point On Chemical Names