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Specialty Chemicals

Axalt Coating Systems, ltd. (NYSE: AXTA) – FYE 12/2019 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $17 initiate target, but below my most recent $35 reduce target. Please See Linked PDF Worksheet
Revised on 05/08/2020

Cabot Corporation (NYSE: CBT) – FYE 09/2019 FAIRLY VALUED – The stock is currently trading at levels above my most recent $36 initiate target, but below my most recent $74 reduce target. Please See Linked Worksheet
Revised on 12/16/19

Hawkins, Inc. (Nasdaq: HWKN) – FYE 03/2019 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $31 initiate target, but below my most recent $64 reduce target. Please See Linked PDF Worksheet
Posted on 05/30/19

Koppers Holdings, Inc. (NYSE: KOP) – FYE 12/2019 – INITIATE – The stock is currently trading at levels in line with or below my most recent $37 initiate target. Please See Linked PDF Worksheet
Revised on 04/29/2020

Kraton Performance Polymers, Inc. (NYSE: KRA) – FYE 12/2019 – INITIATE – The stock is currently trading at levels in line with or below my most recent $24 initiate target. Please See Linked PDF Worksheet
Revised on 05/09/2020

Oil-Dri Corporation of America (NYSE: ODC) – FYE 07/2019 FAIRLY VALUED – The stock is currently trading at levels above my most recent $18 initiate target, but below my most recent $37 reduce target. Please See Linked Worksheet
Revised on 10/23/19

Olin Corporation (NYSE: OLN) – FYE 12/2019 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $11 initiate target, but below my most recent $23 reduce target. Please See Linked PDF Worksheet
Revised on 05/10/2020

Quaker Chemical Corporation (NYSE: KWR) – FYE 12/2019 – OVER VALUED – The stock is currently trading at levels above my most recent $104 terminate target. Please See Linked PDF Worksheet
Revised on 05/11/2020

RPM International, Inc. (NYSE: RPM) – FYE 05/2019 – SELL HALF – The stock is currently trading at levels above my most recent $43 baseline value estimate, but below my most recent $69 terminate target. Please see linked PDF worksheet.
Posted on 08/05/19

Sensient Technologies Corporation (NYSE: SXT) – FYE 12/2019 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $29 initiate target, but below my most recent $61 reduce target. Please See Linked PDF Worksheet
Revised on 05/12/2020

The Sherwin-Williams Company, Inc. (NYSE: SHW) – FYE 12/2019 – OVER VALUED – The stock is currently trading at levels above my most recent $419 terminate target. Please See Linked PDF Worksheet
WD-40 Company (Nasdaq: WDFC) – FYE 08/2019 OVER VALUED – The stock is currently trading at levels above my most recent $112 terminate target. Please See Linked Worksheet
Revised on 11/03/19

W.R. Grace and Company, Inc. (NYSE: GRA) – FYE 12/2019 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $39 initiate target, but below my most recent $81 reduce target. Please See Linked PDF Worksheet
Revised on 05/14/2020

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing.