Dow Inc., Olin, Tronox named among 2021 chemical top picks at Alembic Global 12/28 DOW, OLN, TROX Alembic Global analyst Hassan Ahmed said he sees the combination of a consumer-targeted global economic stimulus, a weaker U.S. dollar and low commodity inventory levels as "very bullish for commodity prices in general and for commodity chemical prices in particular" in 2021. In that context, the analyst identifies Dow Inc. (DOW) as his top large-cap pick for 2021 in Chemicals, calls Olin (OLN) out as his preferred mid-cap pick and names Tronox (TROX) as his top small-cap name in the industry.
Starboard Value buys ON Semi, cuts Advance Auto stake in Q4 16:10 ON, SPY, ACIW, CTVA, NLOK, CVLT, ACM, AAP, IWN, SCOR, CERN, GDOT Jeffrey Smith's Starboard Value disclosed in an SEC filing its holdings as of December 31, 2020. Starboard's one new buy during the fourth quarter was ON Semiconductor (ON). The fund exited one position during the quarter, namely SPDR S&P 500 ETF Trust (SPY). Starboard increased its stake in eight holdings, including by size of previous position ACI Worldwide (ACIW), Corteva (CTVA),<---
Keeps popping up))) Alternative to SQM - 2nd time this week*** Albemarle Corporation (ALB) I'm pretty sure this is a big time buy. Next week idea. NYSE - Nasdaq Real Time Price. Currency in USD $156.12+14.66 (+10.36%)<------- As of 3:20PM EST. Market open.
I think this is in keeping with Arnie's ideas but with the EV battery components (Lithium) angle... ALB- Description Albemarle Corporation develops, manufactures, and markets engineered specialty chemicals worldwide. The company operates in three segments: Lithium, Bromine Specialties, and Catalysts. The Lithium segment offers lithium compounds, including lithium carbonate, lithium hydroxide, lithium chloride, and value-added lithium specialties, as well as reagents, such as butyllithium and lithium aluminum hydride for applications in lithium batteries for consumer electronics and electric vehicles, high performance greases, thermoplastic elastomers for car tires, rubber soles, plastic bottles, catalysts for chemical reactions, organic synthesis processes, life science, pharmaceutical, and other markets. It also offers cesium products for the chemical and pharmaceutical industries; zirconium, barium, and titanium products for various pyrotechnical applications; technical services, such as the handling and use of reactive lithium products; and recycling services for lithium-containing by-products. The Bromine Specialties segment offers bromine and bromine-based solutions for fire safety, chemical synthesis, mercury control, water purification, beef and poultry processing, and other industrial applications, as well as oil and gas well drilling, and completion fluids applications; and tertiary amines, biocides, disinfectants, and sanitizers. The Catalysts segment offers hydroprocessing catalysts together with isomerization and akylation catalysts; fluidized catalytic cracking catalysts and additives; and performance catalyst solutions comprising organometallics and curatives. The company serves energy storage, petroleum refining, consumer electronics, construction, automotive, lubricants, pharmaceuticals, crop protection, and custom chemistry services markets. Albemarle Corporation was founded in 1994 and is headquartered in Charlotte, North Carolina. Also a sanitizer play.. shit...
re: GHVI yup, i sold it for small profit when you suggested, and rebought this morning on another slight dip. lucky day for sure! i just cashed out a moment ago, will buy again if it dips again. nice suggestion even if stoney doesn't like it. and stoney i don't like PLTR either and will sell it soon, but i had been following that stock for a while and just couldn't say no to that easy money after the lockup.
Stoney doesn't understand the man running the company. And I don't mean the billionaire with the bankroll in that picture. The man calling the shots is PayPal mafia, and he's worked at Google, Apple, and Ebay. The cat's resume speaks for itself. He's a scientist. With moxy. This one to the moon. Just watch what happens when the SPAC is complete and it starts trading on the NAZ under the new symbol with options. Those companies that allegedly have comparative tech.... no. I mean CAD has been around forever. BFD. This stuff here is untouchable. "Realtors say it's too expensive". Yeah well there's an old saying... ya know realtors do when they retire? They get jobs as security guards. Not a metric to judge this stock. And regarding PLTR being "big brother".... whatever... that genie has been out of the bottle for quite awhile now. If it's not them, it would be someone else. And Stoney.. I don't think they'll give a hoot if they never get another govt contract again. I wrote this last month... Palintir's money will come from the private sector. Its a strong stock bro; if you're fundamentally opposed, buy it, take the profit, and use it to be a point of light for that which you care. Note: I'm not necessarily disagreeing with you about folks abusing the power their products wield, our laws have not kept up with technology by a long (loooong) way. But I'm here to pick winners. I don't use your shotgun approach of highlighting 10 stocks/day that are hitting all time highs premarket. I do my homework and I try to be more precision. My picks are select. They've all done well. Some pull-back, that's the way stocks work. GHVI will pull-back. Its a tough game. You either buy and hold or you trade. The stocks I select to write about here are both. Trading is timing, buy and hold means you ignore the noise and use a multi-year horizon.