Materials

Basic Materials
Ethanol
Materials
Value Investing
Value Stocks

CF is down -15% in 2023, and at the bottom of its long-term trend. Is it a good value?

One of the tools that I have learned to use to keep a finger on the pulse of the market is to pay attention to sectors of the economy that complement others. I find the Materials sector to be one of the more interesting sectors of the market, because it encompasses a pretty wide range […]

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Basic Materials
Fertilizer
Materials
Value Investing
Value Stocks

MOS’ extension of its downward trend makes its value proposition more interesting

There is a pretty significant difference in the way different investors perceive a stock in a long-term trend.  For growth oriented-investors, the longer the upward trend lasts, the more attractive the stock is, simply because the expectation is that the longer, bullish trend will outlast any near-term, bearish sentiment or momentum the stock may see. […]

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Materials
Paper
Paper and Packaging
Value Investing
Value Stocks

IP is up almost 20% since October – it’s still a good opportunity

No matter what current market conditions are at any given time, the point of value-oriented investing is to find stocks that offer attractive long-term upside.  For my approach, that means using a combination of valuation, fundamental strength, and technical analysis to filter through the thousands of stocks that are available. That puts a big emphasis […]

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Chemicals
Fertilizer
Materials
Value Investing
Value Stocks

MOS is rallying off of a trend low, and it’s a nice bargain

There is a pretty significant difference in the way different investors perceive a stock in a long-term upward trend.  For growth oriented-investors, the longer the upward trend, the more attractive the stock is, simply because the expectation is that the longer, bullish trend will outlast any near-term, bearish sentiment or momentum the stock may see. […]

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Chemicals
Materials
Specialty Chemicals
Value Investing
Value Stocks

HUN raised its dividend by 12% this month – is it also a good value?

One of my favorite methods to quickly filter through the thousands of companies in the stock market is to focus on stocks that pay a consistent dividend. There are a couple of primary methods companies have to return the value of their business to shareholders. If you pay much attention to market media, you’ve probably […]

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Fertilizer
Materials
Nitrogen Fertilizer
Value Investing
Value Stocks

CF is down about -20% from its yearly high. Where is its bargain price?

In 2022, one of the sectors that experienced significant challenges was the Materials sector, experiencing a drop of about -30% from its mid-year high to its October 2022 low. I find the Materials sector to be one of the more interesting sectors of the market, because it encompasses a pretty wide range of business types. […]

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Building Materials
Materials
Specialty Materials
Value Investing
Value Stocks

WLK is up 34% from its 2022 low – and there’s room for more

The start of a new year, naturally is always a hopeful look ahead to better times. That’s coming after a bullish final quarter of 2022 that had some analysts talking about a new bull market starting this year. In my search for value, I’ve found it useful to develop a watchlist of stocks that I […]

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Chemical Products
Chemicals
Materials
Value Investing
Value Stocks

DOW is building a new upward trend – is it a good time to buy?

For a sizable portion of this entire year, the Basic Materials sector has offered some of the most interesting cases for value-based investing. That case included a number of stocks that diverged from the uncertain, bearish conditions of the rest of the market until the beginning of summer. While a number of those stocks have […]

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Fertilizer
Materials
Specialty Materials
Value Investing
Value Stocks

MOS’s consolidation range could set up a useful bargain-based buy

There is a pretty significant difference in the way different investors perceive a stock in a long-term upward trend. For growth oriented-investors, the longer the upward trend, the more attractive the stock is, simply because the expectation is that the longer, bullish trend will outlast any near-term, bearish sentiment or momentum the stock may see.  […]

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Building Materials
Chemical Products
Materials
Value Investing
Value Stocks

HUN is up 22% from its yearly low, and it still has a nice value proposition

Trying to keep a thumb on the pulse of the market is an inexact science at best. I’ve learned to start by narrowing my focus on a single industry or sector, and then work outward. One of the sectors that I have learned to pay attention to as a starting point to find the temperature […]

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Chemical Products
Chemicals
Materials
Value Investing
Value Stocks

HUN is down -38% from its 2022 high, and that should make you think about buying

Trying to keep a thumb on the pulse of the market is an inexact science at best. I’ve learned to start by narrowing my focus on a single industry or sector, and then work outward. One of the sectors that I have learned to pay attention to as a starting point to find the temperature […]

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Chemical Products
Materials
Specialty Chemicals
Value Investing
Value Stocks

Is now a good time to buy WLK’s big discount?

Coming into the end of the third quarter of the year, most of the market talk has been about the terrible performance of the past six weeks. There’s a lot of doom and gloom out there right now  as the market is wrapping up a really ugly September. How bad is it? After a hopeful […]

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Chemical Products
Chemicals
Materials
Value Investing
Value Stocks

HUN could be staging a bullish reversal – you should pay attention

Trying to keep a thumb on the pulse of the market is an inexact science at best. I’ve learned to start by narrowing my focus on a single industry or sector, and then work outward. One of the sectors that I have learned to pay attention to as a starting point to find the temperature […]

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Chemical Products
Chemicals
Materials
Value Investing
Value Stocks

DOW’s stabilization at yearly lows looks like an opportunity

Beginning in April, the Materials sector, which had diverged from the rest of the market up to that point in 2022, surrendered to broad market momentum to drop into its very own bear market. It’s been stabilizing for the past month – and I think that could equal opportunity. Big drops in price, over a […]

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Chemical Products
Chemicals
Materials
Value Investing
Value Stocks

Has EMN dropped enough for good value?

Any experienced investor, no matter what their investment philosophy is, will undoubtedly tell you that one of the most useful ways they keep track of new opportunities as they come up is by maintaining a watchlist of stocks that they can check on a regular basis. A good, diversified list of stocks in a variety […]

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