With shares of Chevron (NYSE:CVX) trading around $120, is CVX an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s Movement
Chevron�engages in petroleum, chemicals, mining, power generation, and energy operations worldwide. The company operates in two segments, Upstream and Downstream.�The Upstream segment is involved in the exploration, development, and production of crude oil and natural gas while the Downstream segment�engages in refining crude oil into petroleum products. Through its segments, Chevron is able to provide a range of energy products and services to a multitude of companies around the world. As economies and businesses expand, Chevron provides the energy needed to fuel production around the world.
T = Technicals on the Stock Chart are Strong
Chevron stock has doubled since hitting lows during the 2008 Financial Crisis. The stock has gone on to trade much higher and is now trading at all-time high prices. Analyzing the price trend and its strength can be done using key simple moving averages. What are the key moving averages? The 50-day (pink), 100-day (blue), and 200-day (yellow) simple moving averages. As seen in the daily price chart below, Chevron is trading above its rising key averages which signal neutral to bullish price action in the near-term.
10 Best Medical Stocks To Invest In 2016: PolyOne Corp (POL)
PolyOne Corporation (PolyOne), incorporated on August 31, 2000, is a provider of specialized polymer materials, services and solutions with operations in specialty polymer formulations, color and additive systems, polymer distribution and specialty vinyl resins. The Company is a specialized developer and manufacturer of additives, liquid colorants, and fluoropolymer and silicone colorants. The Company offers approximately 52,000 polymer solutions to approximately 14,000 customers across the globe. The Company has 60 manufacturing sites and nine distribution facilities in North America, Europe, Asia and South America. The Company operates in four segments: Global Specialty Engineered Materials; Global Color, Additives and Inks; Performance Products and Solutions, and PolyOne Distribution. On January 3, 2011, the Company acquired Uniplen Industria de Polimeros Ltda. (Uniplen). In February 2011, the Company sold its 50% interest in SunBelt Chlor Alkali Partnership (SunBelt). On December 21, 2011, the Company acquired ColorMatrix Group, Inc. In December 2012, the Company acquired Glasforms Inc. Effective March 13, 2013, the Company acquired the interest of Spartech Corporation.
Global Specialty Engineered Materials
Global Specialty Engineered Materials is a provider of custom plastic formulations, services and solutions for designers, assemblers and processors of thermoplastic materials across a range of markets and end-use applications. Its product portfolio includes standard and custom formulated high-performance polymer compounds that are manufactured using thermoplastic compounds and elastomers, which are then combined with advanced polymer additive, reinforcement, filler, colorant and/or biomaterial technologies. The segment includes GLS Corporation (GLS). Global Specialty Engineered Materials has plants, sales and service facilities located throughout North America, Europe and Asia and South America.
Global Color, Additives and Inks
Global Color! , Additives and Inks is a provider of specialized color and additive concentrates, as well as inks and latexes. Its additive masterbatches encompass a range of performance enhancing characteristics and are commonly categorized by the function that they perform, such as ultra violet (UV) stabilization, anti-static, chemical blowing, antioxidant and lubricant, and processing enhancement. Its colorant and additives masterbatches are used in a range of plastics, including those used in food and medical packaging, transportation, building products, pipe and wire and cable markets. The Company also provides custom-formulated liquid systems that meet a variety of customer needs and chemistries, including vinyl, natural rubber and latex, polyurethane and silicone. Products include inks and latexes for diversified markets, including recreational and athletic apparel, construction and filtration, outdoor furniture and healthcare. Global Color, Additives and Inks has plants, sales and service facilities located throughout North America, Europe, Asia and North America.
Performance Products and Solutions
Performance Products and Solutions offers an array of products and services for vinyl coating, molding and extrusion processors principally in North America. Its product offerings include vinyl compounds, vinyl resins, and specialty coating materials based on vinyl. These products are sold to manufacturers of plastic parts and consumer-oriented products. The Company also offers a range of services, including materials testing and component analysis, custom compound development, colorant and additive services, design assistance, structural analyses, process simulations and extruder screw design. Vinyl is utilized across a range of applications in building and construction, wire and cable, consumer and recreation markets, transportation, packaging and healthcare. The segment also includes Producer Services, which offers custom compounding services to resin producers and processors that desig! n and dev! elop their own compound and masterbatch recipes.
PolyOne Distribution
The Company�� PolyOne Distribution business distributes approximately 3,500 grades of engineering and commodity grade resins, including PolyOne-produced compounds, to the North American market. These products are sold to approximately 5,700 custom injection molders and extruders who, in turn, convert them into plastic parts that are sold to end-users in a range of industries. Representing approximately 20 major suppliers, the Company offers its customers a product portfolio, just-in-time delivery from multiple stocking locations and local technical support. During the year ended December 31, 2011, the Company extended its distribution operations to Asia.
Advisors' Opinion:- [By Travis Hoium]
What: Shares of PolyOne (NYSE: POL ) jumped 10% today after the company reported earnings.
So what: First quarter revenue was up 7.5% to $801.1 million and adjusted earnings per share rose 29% to $0.31. Analysts expected higher revenue of $817.1 million but only $0.26 in earnings per share so the bottom line is what investors are excited about today. �
- [By Marc Bastow]
Specialized polymer materials manufacturer and distributor PolyOne (POL) raised its quarterly dividend 33% to 8 cents per share, payable on Jan. 9, 2014 to shareholders of record as of Dec. 17.
POL Dividend Yield: 0.97%
Top 10 Chemical Stocks For 2015: Platform Specialty Products Corp (PAH)
Platform Specialty Products Corporation is a producer of technology specialty chemical products and provider of technical services. The Company�� business involves the manufacture of a range of specialty chemicals, which the Company creates by blending raw materials, and the incorporation of these chemicals into multi-step technological processes. Advisors' Opinion:- [By Luke Jacobi]
13Fs were released after the close Thursday and resulted in some interesting trading activity Friday. Platform Specialty Products (NYSE: PAH), for example, rose almost six percent Ackman announced a large stake in the company. Verizon Communications (NYSE: VZ) rose more than two percent after Dan Loeb and Warren Buffett added positions in the company and David Tepper sold his stake.
Top 10 Chemical Stocks For 2015: Sensient Technologies Corp (SXT)
Sensient Technologies Corporation, incorporated on December 07, 1882, is a global manufacturer and marketer of colors, flavors and fragrances. Sensient uses advanced technologies at facilities around the world to develop specialty food and beverage systems, cosmetic and pharmaceutical systems, inkjet and specialty inks and colors, and other specialty and chemicals. The Company�� customers include international manufacturers representing some of the Known brands. The Company operates in two segments: Flavors & Fragrances Group and the Color Group. The Asia Pacific and the China Groups are included in the Corporate & Other category, along with the Company�� corporate expenses. The Company's principal products include: flavors, flavor enhancers and bionutrients; fragrances and aroma chemicals; dehydrated vegetables and other food ingredients; natural and synthetic food and beverage colors; cosmetic and pharmaceutical colors and additives; and technical colors, inkjet colors and inks, and specialty dyes and pigments.
Flavors & Fragrances Group
The Company is a developer, manufacturer and supplier of flavor and fragrance systems for the food, beverage, pharmaceutical, personal care and household-products industries. The Company�� flavor formulations are used in consumer products. Under the unified brand names of Sensient Flavors, Sensient Dehydrated Flavors and Sensient Fragrances, the Company is a supplier to multinational companies. The Flavors & Fragrances Group produces flavor and fragrance products, which impart a taste, texture, aroma and/or other characteristics to a range of consumer and other products. It includes the Company�� dehydrated flavors business, which produces ingredients for food processors. The products are systems products, including flavor-delivery systems, and compounded and blended products. In addition, the Company is engaged in selected ingredient products, such as essential oils, natural and synthetic flavors, and aroma chemicals. The Company ! serves food and non-food industries. In food industries, markets include savory, beverage, dairy, confectionery and bakery flavors. In non-food industries, the Company supplies fragrance products to the personal and home-care markets and supplies flavor products to the pharmaceuticals market.
Operating through the Company�� Sensient Dehydrated Flavors business, the Company is produces dehydrated onion and garlic products in the United States. The Company is also producers and distributors of chili powder, paprika, chili pepper and dehydrated vegetables, such as parsley, celery and spinach. Domestically, the Company sells dehydrated products to food manufacturers for use as ingredients and also for repackaging under private labels for sale to the retail market and to the food service industry. In addition, Sensient Dehydrated Flavors is dehydrators of specialty vegetables in Europe. The Flavors & Fragrances Group operates through the Company's subsidiaries Sensient Flavors LLC and Sensient Dehydrated Flavors LLC. The Company�� principal manufacturing plants are located in California, Illinois, Indiana, Michigan, Wisconsin, Belgium, Canada, the People�� Republic of China, France, Germany, Italy, Mexico, the Netherlands, Spain and the United Kingdom.
Color Group
The Company is a developer, manufacturer and supplier of colors for businesses globally. The Company provides natural and synthetic color systems for use in foods, beverages and pharmaceuticals; colors and other ingredients for cosmetics and pharmaceuticals, and technical colors for industrial applications and digital imaging. The Company sells its synthetic and natural colors to domestic and international producers of beverages, bakery products, processed foods, confections, pet foods, cosmetics and pharmaceuticals. The Company also makes inkjet inks and other dyes and pigments used in a variety of non-food applications.
The Color Group operates through the Company's subsidiary Sensient Col! ors LLC. ! Its principal manufacturing plants are located in California, Missouri, New Jersey, Brazil, Canada, Mexico, France, Germany, Hungary, Italy, Switzerland and the United Kingdom. The Color Group operates under trade names of Sensient Food Colors (food and beverage colors); Sensient Pharmaceutical Coating Systems (pharmaceutical colors and coatings); Sensient Cosmetic Technologies (cosmetic colors and ingredients and systems). and Sensient Industrial Colors (including paper colors; industrial colors for plastics, leather, wood stains, antifreeze and other uses; inkjet colors and inks; specialty inks, and display imaging).
Asia Pacific and China Groups
The Asia Pacific Group and the China Group focus on marketing the Company�� diverse product line in the Pacific Rim under the Sensient name. Through these operations, the Company offers a range of products from its Flavors & Fragrances Group and Color Group, as well as products developed by regional technical teams to appeal to local preferences. Sales, marketing and technical functions are managed through the Asia Pacific Group's headquarters in Australia. Manufacturing operations are located in Australia, Japan, New Zealand and the Philippines. The Asia Pacific Group maintains offices for research and development, as well as sales, in India, Indonesia, Korea, Singapore and Thailand.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Sensient Technologies (NYSE: SXT ) , whose recent revenue and earnings are plotted below.
Top 10 Chemical Stocks For 2015: ICL Israel Chemicals Ltd (ISCHY.PK)
ICL Israel Chemicals Ltd (ICL) is an Israel-based company, engaged in the fertilizer and specialty chemical sectors. The company operates in three segments: Fertilizers, Industrial Products, and Performance Products. The Fertilizers segment is engaged in the production of standard, granular, fine red and white potash from three sources, as well as in the production of phosphates, such as phosphate rock, phosphoric acid, fertilizers and animal feed addictives. The Industrial Products segment produces flame retardants, such as brominates and organ phosphorus; elemental bromine, and other chemicals. In addition the Performance Products segment produces specialty phosphates, such as technical, food grade and electronic grade phosphoric acid, phosphate salts, food additives and wildfire safety products, as well as alumina and other chemicals. Advisors' Opinion:- [By Chris Damas]
I never thought Uralkali would get back together with Belaruskali as I expressed in this article written a day after the break-up roiled the fertilizer world, causing 20% plunges in the stocks of major producers such as Potash Corp (POT), Mosaic Company (MOS) and Israel Chemicals Ltd (ISCHY.PK).
Top 10 Chemical Stocks For 2015: Johnson Matthey PLC (JMAT)
Johnson Matthey Plc is a global specialty chemicals company operating in three divisions: Environmental Technologies, Precious Metal Products and Fine Chemicals. Environmental Technologies is a supplier of catalysts and related technologies for applications, such as pollution control, cleaner fuel, hydrocarbons and the hydrogen economy. Precious Metal Products��activities comprise the marketing, distribution, refining and recycling of platinum group metals (pgms), fabrication of products using precious metals and related materials, manufactures pgm and base metal catalysts and pgm chemicals. Fine Chemicals is a supplier of active pharmaceutical ingredients, fine chemicals and other specialty chemical products and services to chemical and pharmaceutical industry�� customer supplier of catalysts. In March 2012, Endo Pharmaceuticals Holdings Inc. acquired U.S. patent 7,851,482 B2 for oxymorphone hydrochloride from the Company. In March 2013, the Company acquired Formox AB. Advisors' Opinion:- [By Sofia Horta e Costa]
Barclays Plc (BARC) fell to a one-month low as Sumitomo Mitsui Banking Corp. sold a stake in the lender. Fiat SpA lost 6.5 percent as Chrysler Group LLC went in for a vehicle recall. France Telecom SA (FTE) rose after its Orange Business Services unit won a five-year deal to deploy a private network for Heineken NV. Johnson Matthey Plc (JMAT) jumped to its highest price in at least 23 years after posting full-year profit that beat estimates.
- [By Namitha Jagadeesh]
British American Tobacco Plc and Imperial Tobacco Group Plc (IMT) each lost at least 1.5 percent as American peer Philip Morris International Inc. forecast 2014 profit growth below its long-term target. Antofagasta Plc (ANTO) and Vedanta Resources Plc (VED) followed miners lower, sliding at least 2 percent. Johnson Matthey Plc (JMAT) gained 3.9 percent after posting better-than-forecast profit and raising its dividend.
Top 10 Chemical Stocks For 2015: LSB Industries Inc (LXU)
LSB Industries, Inc., incorporated on January 21, 1977, is a diversified holding company involved in manufacturing and marketing operations through its subsidiaries. The Company together with its wholly owned subsidiaries owns Chemical Business and Climate Control Business. Chemical Business manufactures and sells nitrogen-based chemical products produced from four facilities located in El Dorado, Arkansas; Cherokee, Alabama; Pryor, Oklahoma, and Baytown, Texas for the agricultural, industrial, and mining markets. Climate Control Business manufactures and sells a range of heating, ventilation and air conditioning (HVAC) products in the niche markets the Company serves consisting of geothermal and water source heat pumps, hydronic fan coils, large custom air handlers, modular geothermal and other chillers and other related products used to control the environment in commercial/institutional and residential new building construction, renovation of existing buildings and replacement of existing systems. On October 31, 2012, Zena Energy LLC acquired working interests in certain natural gas properties located in Wyoming County, Pennsylvania, within the Marcellus Shale.
Chemical Business
The Company�� products in the Chemical Business include high purity and commercial grade anhydrous ammonia for industrial and agricultural applications, industrial and fertilizer grade ammonium nitrate (AN), urea ammonium nitrate (UAN), sulfuric acids, nitric acids in various concentrations, nitrogen solutions, diesel exhaust fluid (DEF) and various other products. The Company�� Chemical Business is a supplier to chemical and industrial companies. Its other products include anhydrous ammonia, ammonium nitrate ammonia solution for agricultural applications, blended and regular nitric acid, mixed nitrating acids, and industrial grade AN and solutions for the mining industry. The Company sells hese agricultural products to farmers, ranchers, fertilizer dealers and distributors primarily in the ran! ch land and grain production markets in the United States. The Company�� Chemical Business establishes long-term relationships with wholesale agricultural distributors and retailers and also sells directly to agricultural end-users through its network of wholesale and retail distribution centers. The Company�� Chemical Business manufactures and sells industrial acids and other chemical products primarily to the polyurethane, paper, fibers, fuel additives, emission control, and electronics industries. Its Chemical Business is also a niche market supplier of industrial and high purity ammonia for many specialty applications, including the reduction of air emissions from power plants.
Climate Control Business
The Company�� Climate Control Business manufactures and sells a range of standard and custom designed geothermal and water source heat pumps and hydronic fan coils, as well as custom air handlers and modular chiller systems, including modular geothermal chillers and simultaneous heating and cooling modules. These products are for use in commercial/institutional and residential HVAC systems. Its products are installed in some of the commercial/institutional developments in the United States, including the Prudential Tower, Rockefeller Plaza, Trump Tower, Time Warner Center and many others. In addition, it has presence in the lodging sector with installations in numerous Hyatt, Marriott, Four Seasons, Starwood, Ritz Carlton and Hilton hotels, among others. Its Climate Control Business manufactures and distributes its products from seven facilities located in Oklahoma City, Oklahoma. The Company also provides geothermal heat pumps in residential and commercial/institutional applications. Its products are sold to the commercial/institutional markets, as well as single and multi-family residential new construction, renovation and replacements. The Company is a provider of hydronic fan coils targeting commercial and institutional markets. It manufactures its products in many! sizes an! d configurations, as required by the purchaser, to fit the space and capacity requirements of hotels, motels, schools, hospitals, apartment buildings, office buildings and other commercial/institutional or residential structures. The Climate Control Business sells its products primarily to mechanical contractors, original equipment manufacturers (OEMs) and distributors. Its Climate Control Business market includes commercial/institutional and residential new building construction, renovation of existing buildings and replacement of existing systems.
The Company competes with Agrium, CF Industries, Coffeyville Resources, Dyno Nobel, Koch, Potash Corporation, Yara International, Carrier, Trane, Nortek, McQuay, and Bosch.
Advisors' Opinion:- [By Roberto Pedone]
LSB Industries (LXU) manufactures and sells geothermal and water source heat pumps and air handling products and chemical products. This stock closed up 4.6% at $33.72 in Friday's trading session.
Friday's Volume: 543,000
Three-Month Average Volume: 147,784
Volume % Change: 252%From a technical perspective, LXU ripped higher here right above some near-term support at $31.45 and back above its 50-day moving average of $32.51 with heavy upside volume. This stock also flirted with its 200-day moving average at $35.22, before closing just below that level at $33.72.
Traders should now look for long-biased trades in LXU as long as it's trending above its 50-day at $32.51 and then once it sustains a move or close above its 200-day at $35.22 to Friday's high of $36 with volume that's near or above 147,784 shares. If we get that move soon, then LXU will set up to re-test or possibly take out its next major overhead resistance levels at $40.37 to $42.79.
- [By James E. Brumley]
With a market cap of only $893 million, it's not like LSB Industries, Inc. (NYSE:LXU) is the kind of company that garners a ton of attention. On the other hand, over the past several months, LXU has garnered far more attention than it likely wanted. The turbulence seems to be mostly behind it, however, and though the stock is now overbought thanks to the proverbial clearing of the dust, for long-haul investors, LSB Industries may be worth a closer look.
Top 10 Chemical Stocks For 2015: Huntsman Corporation(HUN)
Huntsman Corporation engages in the manufacture and sale of differentiated organic and inorganic chemical products worldwide. The company offers polyurethane chemicals, including methyl diphenyl diisocyanate, propylene oxide, polyols, propylene glycol, thermoplastic polyurethane, aniline, and methyl tertiary-butyl ether products, which are used to produce rigid and flexible foams, as well as coatings, adhesives, sealants, and elastomers; and performance products, such as amines, carbonates, surfactants, linear alkyl benzene, maleic anhydride, performance chemicals, ethylene glycol, olefins, and technology licenses. It also provides advanced materials comprising epoxy resin compounds and formulations; cross-linking, matting agents, and curing agents; and epoxy, acrylic and polyurethane-based adhesives, and tooling resin formulations. In addition, Huntsman Corporation offers textile chemicals, dyes, and titanium dioxide. The company?s products are used in various applicatio ns, including adhesives, aerospace, automotive, construction products, durable and non-durable consumer products, electronics, medical, packaging, paints and coatings, power generation, refining, synthetic fiber, textile chemicals, and dye industries. Huntsman Corporation was founded in 1970 and is based in Salt Lake City, Utah.
Advisors' Opinion:- [By Victor Selva] re promising results, and less volatile revenues during these last years. This, of course, has led to a high price to earnings ratio discouraging investors as we see later.
Geographically Diversified
On 2012, almost 50% of Eastman sales were generated in North America, while more than 25% were in Asia and 20% in Europe, Middle East and Africa. This diversification is to be taken into account since it guarantees long-term revenue, even if cigarette consumption decreases in some specific region (for instance, American sales declined �in recent years), which would stabilize acetate tow demands worldwide.
Industrial Background and Gurus��Preference
Eastman�� earnings per share growth was significantly higher than industry median (46.9% vs. 5.2%) but so was Huntsman��, at 46.5%. The critical difference between these two industry giants stands out by looking at their price to earnings: Eastman�� is below median (16.4 vs. 19.1) while Huntsman rose up to 130.1, thus entailing a significant price premium relative to industry peers��average.
Although Ashland does have an inferior price to earnings ratio than Eastman�� (11.5), there�� a significant difference in their earnings per share growth: 27%, probably caused by a decline in revenue.
This might have been one of the reasons that motivated investors David Dreman (Trades, Portfolio) and Joel Greenblatt (Trades, Portfolio) to significantly reduce their stake in Huntsman (both of them by more than 80% margin). In contrast, Leon Cooperman (Trades, Portfolio) and Scott Black (Trades, Portfolio), reinforced their positions in Eastman. Most notably, Ray Dalio (Trades, Portfolio) even sold out his Huntsman position and bought more than 50,000 Eastman shares and a smaller 5,600 share position at Ashland by the end of September.
Although being volatile, Eastman appears to show a promising future since it�� both cheaper and faster growing than its rivals in che
- [By Dan Caplinger]
Another source of potential problems is the titanium dioxide market. DuPont has made substantial investments in boosting TiO2 production based on the extremely high demand seen a couple of years ago, but buyers stockpiled substantial amounts of the chemical in order to avoid paying ever-higher prices. DuPont joined competitors Huntsman (NYSE: HUN ) and Tronox (NYSE: TROX ) in implementing TiO2 price increases, with DuPont's effective July 1, but the question remains whether the paint makers that need the chemical will keep buying or continue to seek cheaper substitutes.
- [By Jayson Derrick]
Huntsman (NYSE: HUN) reported its third quarter results this morning. The company earned $0.60 per share, beating the consensus estimate of $0.54. Revenue of $2.88 billion missed the consensus estimate of $2.91 billion. Shares lost 5.67 percent, closing at $23.11.
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