Materials

Chemicals
Fibonacci Retracement
Fundamental Analysis
Materials
Technical Analysis
Trade War
Value Investing
Value Stocks

EMN is a more compelling value than a few months ago

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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Chemicals
Dividends
Fibonacci Retracement
Fundamental Analysis
Materials
Technical Analysis
Value Investing
Value Stocks
Value Traps

WLK has a BIG discount. Is it a bargain, or a value trap?

While a lot of sectors in the market are showing a heightened level of volatility and sensitivity lately, many of them remain up quite nicely year to date, or over the past year. Trade concerns have become more and more heightened lately, spreading volatility throughout the market and pushing the curve between short-term and longer-term […]

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Fibonacci Retracement
Fundamental Analysis
Materials
Technical Analysis
Value Investing
Value Stocks

WRK is even more undervalued now than a couple of months ago – why you should pay attention

In the latter part of June, I wrote about Westrock Company (WRK), a stock in the Materials sector that had dropped to the extreme low end of its historical range and is in a long-term downward trend that dates back to January of 2018. At the time, there were enough holes in the company’s fundamental […]

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Fibonacci Retracement
Fundamental Analysis
Materials
Technical Analysis
Value Investing
Value Stocks

Could a cut in rates be good for steel stocks like NUE?

The last week of July has been a pretty significant one for the market, despite the fact that the summer months are traditionally seen as a period of decreasing volatility and price action. A large number of large cap, S&P 500-listed companies have been reporting their earnings this week, with more to come by the […]

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Fibonacci Retracement
Fundamentals
Materials
Sector Rotation
Technical Analysis
Value Investing
Value Stocks

Is IP’s flattening trend a buying signal?

There is a common idiom that states, “a rising tide lifts all ships.” For investors, that saying suggests when the broad market is going up, most stocks should go up as well. On a more macroeconomic level, the same principle applies on a sector basis; if a sector is showing signs of strength, most investors […]

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Chemicals
China
Fibonacci Retracement
Fundamental Analysis
Materials
Tariffs
Technical Analysis
Value Investing
Value Stocks

HUN is coming off a multi-year low – that could be a very positive thing

Didn’t it seem like at the end of last week, the market started holding its breath, waiting for the next shoe to drop about trade? President Trump and Chinese President Xi Jinping finally met in Tokyo this weekend, with what a lot of experts seem to believe was the best realistic result of the meeting […]

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Efficient Market Theory
Fundamental Analysis
Materials
Risk
Technical Analysis
Value Investing
Value Stocks
Value Traps

WRK is extremely undervalued – why doesn’t the market care?

The longer you invest in the stock market, the more familiar you become with a lot of the concepts that are used to define and justify the various investing methods that drive them. Years ago, as I began to incorporate technical analysis and shorter-term trading strategies into my system, one of those basic principles was […]

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Chemicals
Fibonacci Retracement
Fundamental Analysis
Materials
Technical Analysis
Value Investing
Value Stocks

MOS is down 40% in six months – is now a good time to buy?

Since the end of April, it hasn’t been all that unusual to see stocks -10% or more. Considering, however that even with its own pullback from a new all-time high in the last three weeks, the stock market remains more than 14% higher year to date, the normal expectation right now when you look at […]

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Chemicals
Fibonacci Retracement
Fundamental Analysis
Materials
Tariffs
Technical Analysis
Trade War
Value Investing
Value Stocks

EMN could be a compelling value investment

Like most sectors in the market this year, the Basic Materials sector has seen a sizable move to the upside. As measured by the S&P 500 Materials Sector SPDR ETF (XLB), the sector is up a little over 11% since the beginning of the year. This is a sector that operates with a fairly high […]

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Fibonacci Retracement
Fundamental Analysis
Materials
Tariffs
Technical Analysis
Trade War
Valuations
Value Investing
Value Stocks

Could X be one of the biggest values in the market right now?

This year has seen the broad market rally strongly to begin testing its all-time highs established in September of 2018. That rally has favored just about every sector of the market, including the Materials sector. As measured by the S&P 500 Materials Sector SPDR (XLB), the sector is up a little over 15% year-to-date. Normally, […]

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Fibonacci Retracement
Fundamental Analysis
Materials
Technical Analysis
Value Investing
Value Stocks

Is this a good time to buy IP’s bargain price?

No matter what current market conditions are, one of the biggest challenges for an investor is finding stocks that fit their investment preferences at any given time. The market ebbs and flows from high to low extremes, and those shifting conditions mean that investing strategies may offer up more opportunities in one environment, and fewer […]

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Fibonacci Retracement
Fundamental Analysis
Materials
Tariffs
Technical Analysis
Trade War
Value Investing
Value Stocks
Value Traps

What could a trade deal mean for Metals stocks like KALU?

Over the last week, the market has been muted by concerns about a weakening global economy. That concern is compounded at least by the effects of tariffs between the U.S. and its trading partners over the past year. Steel and aluminum tariffs, for example were among the first imposed, and the target of those tariffs […]

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Economy
Fibonacci Retracement
Fundamental Analysis
Materials
Risk
Technical Analysis
US Economy
Value Investing
Value Stocks
Value Traps

Is HUN a good value at this level?

Since the beginning of 2018, the Materials sector has been one of the worst-performing sectors in the market. Despite an increase since the end of last year of a little more than 10%, the sector remains down more than 14% since January 2018. Concerns throughout the period about increasing commodity costs have been compounded more […]

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Materials
Technical Analysis

Is UFS a good value bet?

After closing out the year on a decidedly negative note, and leaving more and more investors guessing that 2019 could be the year the market, and the economy officially turns bearish, stocks generally rebounded over the last week. The market seems to have decided to use the market’s drop to near-bear market levels in December […]

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Fibonacci Retracement
Materials
Value Investing

MOS is down about 26% this month – is it a good bargain?

It seems like the global market has been waiting for the last couple of days for the next shoe to drop in the U.S. The Christmas holiday meant that U.S. markets closed early, and remained closed for Christmas Day itself as always, but that didn’t stop markets in Asia from their regular activity, and most […]

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