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Specialty Chemicals

Cabot Corporation (NYSE: CBT) – FYE 09/2017 – FAIRLY VALUED – The stock is currently trading at levels in line with my $70 fair value estimate – Please See Linked Worksheet


Hawkins, Inc. (Nasdaq: HWKN) – FYE 03/2018 – FAIRLY VALUED The stock is currently trading at levels in line with my most recent $37 fair value estimate. Please See Linked PDF Worksheet
Posted on 06/02/18


Koppers Holdings, Inc. (NYSE: KOP) – FYE 12/2017 – INITIATE The stock is currently trading at levels in line with my most recent $39 initiate target. Please See Linked PDF Worksheet
Posted on 10/05/18


Kraton Performance Polymers, Inc. (NYSE: KRA) – FYE 12/2017 – The stock is UNDER VALUED and trading at levels below my most recent $66 buy target. Please See Linked PDF Worksheet
Posted on 05/26/18


Oil-Dri Corporation of America (NYSE: ODC) – FYE 07/2018 – OVER VALUED The stock is currently trading at levels above my most recent $17 terminate target. Please See Linked PDF Worksheet
Posted on 10/16/18


Olin Corporation (NYSE: OLN) – FYE 12/2017 – The stock is UNDER VALUED and trading at levels below my most recent $44 buy target. Please See Linked PDF Worksheet
Posted on 05/27/18


Quaker Chemical Corporation (NYSE: KWR) – FYE 12/2017 – The stock is OVER VALUED and trading at levels above my most recent $72 close target. Please See Linked PDF Worksheet
Posted on 05/28/18


RPM International, Inc. (NYSE: RPM) – FYE 05/2018 – OVER VALUED The stock is currently trading at levels above my most recent $50 terminate target. Please See Linked PDF Worksheet
Posted on 08/10/18


Sensient Technologies Corporation (NYSE: SXT) – FYE 12/2017 OVER VALUED The stock is currently trading at levels above with my most recent $37 close target. Please See Linked PDF Worksheet
Posted on 05/01/18


The Sherwin-Williams Company, Inc. (NYSE: SHW) – FYE 12/2017 SELL HALF The stock is currently trading at levels above with my most recent $288 fair value estimate, but below my most recent $461 close target. Please See Linked PDF Worksheet
Posted on 05/02/18


WD-40 Company (Nasdaq: WDFC) – FYE 08/2017 – Sell – The current market price is too high basis the current P/E, growth potential and balance sheet metrics – SEE RESEARCH NOTES


W.R. Grace and Company, Inc. (NYSE: GRA) – FYE 12/2017 OVER VALUED The stock is currently trading at levels above my most recent $1 sell target. Please See Linked PDF Worksheet
Posted on 04/11/18

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