LyondellBasell Industries NV Ordinary Shares Class A (Netherlands)

  • Pick Your Poison: Which Chemical Companies Should You Buy?

    By Shweta Dubey - July 16, 2013 | Tickers: LYB, PPG, SHW

    Chemicals are used in almost every industry, making the chemical industry highly sensitive to economic slowdown. In the last year the Eurozone financial crisis and concerns about the U.S. fiscal cliff caused underperformance in this industry. However, as these concerns decrease, the industry is expected to grow by 4.3% this year. Three chemical companies are trying to tap the growing market. Sherwin-Williams (NYSE: SHW) and LyondellBasell (NYSE: LYBmore »)

  • Have the Shale Gas Benefits Been Factored Into the Chemical Space?

    By Zain Abbas - July 10, 2013 | Tickers: LYB, DOW, WLK

    Sluggish growth in non-residential construction markets and a weak European economy have compelled chemical businesses to rely on cost-cutting measures to improve the bottom line (rather than revenue-enhancement measures). Moreover, the shale-gas boom has also helped these companies to reduce the costs of production through cheaper raw materials.

    However, lately, many investors have perceived that probable improvements from cost-cutting measures have already been baked in the stock prices. Hence, the more »

  • Billionaire Israel Englander’s Dividend Picks

    By Meena Krishnamsetty - July 2, 2013 | Tickers: AEP, LYB, NEE, SRE, XEL

    Israel Englander founded Millennium Management in 1989 and the hedge fund has since grown to over $10 billion in assets under management. Thanks to its strong performance, Englander is a billionaire and therefore, one of the investors who we follow particularly closely in our database of quarterly 13F filings (which we also use to develop investing strategies, including our finding that the most popular small cap stocks among hedge funds more »

  • Could New Product Launches Boost This Company’s Competitive Edge?

    By Awais Iqbal - June 30, 2013 | Tickers: DD, LYB, POL, DOW

    The fate of the chemical industry is fundamentally tied to the financial strength of the U.S. economy. The chemical processing industry is projected to witness healthy growth backed by a noteworthy increase in the number of projects that are likely to start construction in the United States. Industrial information has recognized 231 projects worth a total investment value of more than $11 billion that have been granted the funding more »

  • Billionaire Israel Englander’s Cheap Stock Picks

    By Meena Krishnamsetty - June 28, 2013 | Tickers: LYB, MPC, MDR, NOV, PSX

    While we don’t recommend blindly following hedge fund activity from 13F filings, we do consider these filings potentially useful for many investors. The most popular small cap stocks among hedge funds, as determined by our analysis, generate an average excess return of 18 percentage points per year (learn more about imitating hedge funds' small cap picks).

    We also like to apply traditional stock screens, including the traditional value criteria more »

  • Billionaire Andreas Halvorsen’s Cheap Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: COF, LYB, MPC, ALL, VLO

    Viking Global, a hedge fund managed by billionaire and Tiger Cub Andreas Halvorsen, filed its 13F for the first quarter of 2013 with the SEC in May. These filings disclose many of hedge funds’ long equity positions in U.S. stocks as of the end of the most recent fiscal quarter; despite the age of this information, we’ve actually found that the most popular small cap stocks among hedge more »

  • Three Stocks to Add to Your Portfolio

    By Damon Churchwell - June 18, 2013 | Tickers: LYB, KORS, SWFT

    These stocks have been chosen from some of the industries most tied to the economic climate, along with another from the volatile fashion sector. They are, however, growth-oriented holdings that may still provide better-than-average returns amid the current market instability. I have touched on competitors of the holdings in the past such as in the following blogs: "Can FedEx Keep Rolling," "Earnings Previews of Two Acquirers," and "Three Specialty Chemical more »

  • Billionaire Andreas Halvorsen: 5 Key Trends He Is Bullish On

    By Meena Krishnamsetty - June 3, 2013 | Tickers: ALXN, ISRG, LYB, BA, TWX

    Viking Global, managed by Andreas Halvorsen (also one of its founders), is a long/short global equity fund. During the first quarter of 2013, the fund made some significant changes to its equity holdings, with the addition of 12 million shares of one major aerospace company as well as an increase of 136% in the fund's existing stake in a biopharma giant. Retail investors can benefit from tracking hedge more »

  • Billionaire Leon Cooperman’s 4 New Dividend-Paying Picks

    By Meena Krishnamsetty - June 3, 2013 | Tickers: EVEP, LYB, OXY, TWC

    Billionaire Leon Cooperman’s hedge fund, Omega Advisors, recently filed its 13F disclosure for the first quarter. Based on this 13F, this market-beating hedge fund with $8.5 billion in assets under management presented a portfolio rich in energy stocks, several dividend-paying equities, and merger arbitrage/acquisition plays. In the quarter, the fund made 20 new picks and increased stakes in 30 positions, while it sold off only 15 positions more »

  • Three Interesting New Buys from Leon Cooperman

    By Anh HOANG - May 29, 2013 | Tickers: COV, LYB, OXY

    Leon Cooperman, the founder and chairman of Omega Advisors, is a very successful value investor. With nearly $6.5 billion in total assets under management, he owns around 81 stocks in his portfolio. In the first quarter of 2013 he initiated long positions in Occidental Petroleum (NYSE: OXY), LyondellBasell Industries NV (NYSE: LYB) and Covidien PLC (NYSE: COV).

    While Occidental Petroleum and LyondellBasell each accounted for 1.2% of his more »

  • 3 Investing Themes in the Chemical Space to Profit From

    By Zain Abbas - May 23, 2013 | Tickers: DD, LYB, SHW

    Recently, Barclays held The Chemical ROC Stars Conference. The purpose of the conference was to get a general feeling of where the chemical sector was heading. Different themes were identified from different companies. The three most noticeable themes were:

    1) A sustained housing recovery

    2) Shale gas boom

    3) Declining commodity prices

    Housing Recovery

    Sherwin Williams (NYSE: SHW) has been a pure-play on the housing market recovery. The story of more »

  • Why You Should Keep an Eye on This Hedge Fund's Holdings

    By Meena Krishnamsetty - May 14, 2013 | Tickers: AIG, AAPL, COF, LYB, URI

    According to its latest 13-F filling with the SEC, Castlerock Asset Management, run by Paul Tanico, has more than 50% of its 13F-attributable assets in basic materials and services stocks. Interestingly, only one of the top five stocks in the equity portfolio falls into this category. But one thing that is consistent with the investing strategy of Castlerock is to invest only in companies with a market cap of more more »

  • Contrarian Capital’s Best Contrarian Investments

    By Meena Krishnamsetty - May 7, 2013 | Tickers: BAC, CHTR, LYB, NRG, RFP

    As the name implies, Contrarian Capital invests in distressed securities. The fund is managed by Jon Bauer, who started the Distressed Securities Group at Oppenheimer & Co and currently has over $3 billion in total assets under management. Bauer has a smaller equity-only 13F portfolio, but it’s worth watching regardless. Clearly not every stock in this mini-portfolio is what we would consider “distressed,” but there are securities that have recently more »

  • Event-Driven Hedge Fund Focusing on These Big Plays

    By Meena Krishnamsetty - April 18, 2013 | Tickers: AIG, CORE, DLPH, LYB, USCR

    The most striking feature of Monarch Alternative Capital is that, despite being a $5.4 billion hedge fund, its equity portfolio is quite small, and very concentrated. The top five take up 83.3% of the entire portfolio. The fund focuses on distressed debt and bankrupt companies and maintains a research and event-based strategy. According to the 13F filing from 4Q 2012, the fund added three new positions, which, not more »

  • Event-Driven Hedge Fund Focusing On These Big Plays

    By Meena Krishnamsetty - April 16, 2013 | Tickers: AIG, CORE, DLPH, LYB, USCR

    The most striking feature of Monarch Alternative Capital is that, despite being a $5.4 billion hedge fund, its equity portfolio is quite small, and is very concentrated. The top five take up 83.3% of the entire portfolio. The fund focuses on distressed debt and bankrupt companies and maintains a research and event-based strategy. According to the 13F filing from 4Q 2012, the fund added three new positions, which more »

  • Is the Time Right to Buy Chemical Stocks?

    By Masam Abbas - April 11, 2013 | Tickers: EMN, LYB, DOW

    Ethane and propane prices declined considerably in the first quarter of 2013. This has given the market a money-making opportunity in the form of investment in the ethylene companies, which are expected to post a strong quarter given the decline in cost of raw material.

    However, the investment decision may not be so straightforward after all, given that most of the chemical companies have been lowering their earnings guidance due more »

  • Ethylene Prices Fall, Is it Time to Buy Chemical Stocks?

    By Masam Abbas - April 7, 2013 | Tickers: EMN, LYB, DOW

    Ethane and propane prices saw a considerable decline in the first quarter of Calendar Year 2013. This has given the market a money-making opportunity in the form of investment in the ethylene companies which are expected to post a strong quarter given the decline in cost of raw material. However, the investment decision may not be straight after all given that most of the chemical companies have been lowering their more »

  • An Easy Way to Get Cash-Rich This Year

    By Neha Chamaria - March 19, 2013 | Tickers: CHMT, DD, HUN, LYB, DOW

    When the going gets tough, the tough get going. It couldn't get more apt for Dow Chemical (NYSE: DOW). With core markets witnessing a lull, the chemical baron is working harder to push up margins. Or let me interpret it this way. When things are not moving, Dow wants to let go of stuff that is getting hard to handle.

    After deciding to do away with 5% of its more »

  • 3 Market-Moving Analyst Calls Worth Noting

    By Brian Nichols - March 17, 2013 | Tickers: AMZN, CNQ, LYB

    Major calls from analysts created significant movement in several big name stocks in recent days. In this piece I am looking at such stocks to determine if they are a Buy or a Sell.

    Amazon (NASDAQ: AMZN)

    The big downgrade on Friday came from JPMorgan as the firm downgraded Amazon to a Neutral from an Overweight rating, with a price target of $300. As a result, the stock fell 3 more »

  • A Senior VP Bought Shares of This Chemicals Company

    By Meena Krishnamsetty - February 20, 2013 | Tickers: LYB, PPG, SIAL, VAL, WLK

    George Miller, who serves as a senior vice president at $9.3 billion market cap chemicals and chemical equipment company Sigma-Aldrich (NASDAQ: SIAL), bought 1,000 shares of the stock on Feb. 15 at an average price of $76.92 per share according to a Form 4 filed with the SEC. It’s normally not rational for an insider to buy more shares of their company’s stock, so we more »

  • Page 1 of 2