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LyondellBasell Industries NV Ordinary Shares Class A (Netherlands)

  • 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 »

  • Why Dow Could Continue its Rally This Week

    By Neha Chamaria - January 28, 2013 | Tickers: DD, LYB, MON, DOW

    We’ve hit the middle of the earnings season, and already have a good idea of how things are shaping up in many industries. Yet, there’s one that still has its bags full of surprises and disappointments waiting to be thrown up over the next couple of weeks: the chemicals sector.

    Several chemical companies will unpack their bags next week, but Dow Chemical (NYSE: DOW) has its appointment right more »

  • 3 Perfect Basic Materials Stocks

    By Chad Henage - December 6, 2012 | Tickers: CNQ, HAL, LYB

    I'm a big fan of the idea that the individual investor has the edge in the stock market. I've heard all of the comments and read the articles that say big traders rule the day, but I'm not buying it. I subscribe to Peter Lynch's theory that sometimes the “smart money” isn't as smart as it thinks it is. He said that the individual investor has access to information that can take a while to reach Wall Street. One of the ways that individual investors unite to try and beat the “big guys” is through Fool.com. Specifically, members of the site can make stock picks using the CAPS system. This stock picking game allows individuals to rate their favorite stocks on a 5 star scale. A perfect 5 star rating is rare and should represent a unique opportunity, but an even better opportunity would be stocks that have just achieved this coveted rating. I recently ran a screen for stocks that were raised to this “perfect” rating in the last month. Three stocks in the basic materials industry seemed promising and deserve further research.

  • Watch Out: There’s Huge Opportunity in Dow

    By Neha Chamaria - November 18, 2012 | Tickers: DD, HUN, LYB, RDS-A, DOW | Editor's Choice

    Dow Chemical’s (NYSE: DOW) last quarter was a disaster, it is down to cost cutting to save margins, its stock has shed 7% in the past three months, and the downdraft battle only seems to be worsening.

    So will Dow buckle under the pressure? It’s prudent to delve deeper before jumping to conclusions. Let’s see how Dow fares.

    Strengths

    It’s huge: Dow is the world’s more »

  • A Mid-Cap Chemical stock that Could Close 2012 Strongly

    By Damon Churchwell - November 15, 2012 | Tickers: DD, HUN, LYB, DOW

    One chemical maker I have been keeping an eye on is Huntsman Corp.(NYSE: HUN), a $4.1 billion market cap company that caters to seemingly every industry from paints to aerospace. HUN's recovery persisted in the September quarter, when it earned $0.70 a share pre-restructuring charges, versus the prior-year's $0.51, despite modestly lower sales. Average selling prices are a key factor in the performance of more »

  • 2 Stocks to Buy as Fracking Leads to Cheap Ethylene

    By Bill Edson - October 25, 2012 | Tickers: DD, LYB, DOW, MOS, WLK

    Fracking (hydraulic fracturing) has helped drive the price of methane (natural gas) and ethane down. Since ethane can be heated under pressure to synthesize ethylene, fracking leads to cheaper ethylene, too. Ethylene is a fundamental and widely-used chemical feedstock, which means that fracking leads to cheaper carbon-based chemical products.

    When all is said and done, it is likely that fracking will lead to cheaper chemical feedstock prices and higher gross more »

  • 5 Stock Picks from the Best Performing Hedge Fund

    By Meena Krishnamsetty - October 25, 2012 | Tickers: BAC, CHTR, GM, LYB, UAL

    By tracking the positions that hedge funds report in their 13F filings, and then calculating the changes in value of the stocks that they owned since the end of the quarter, we can make an educated guess as to what their performance has been. Of course, these funds may have bought or sold shares over the course of the quarter- meaning our figures aren’t precisely accurate- and our returns more »

  • Winning Stock Picks From This Top Performing Hedge Fund

    By Meena Krishnamsetty - October 24, 2012 | Tickers: AVP, LYB, MIC, STX, THRX

    By tracking hedge fund holdings, and observing changes in prices of the stocks they own over time, we can approximate hedge fund performance. Recently, we ran the numbers for the third quarter of 2012 and determined which funds we think performed well at the end of September. Now, our calculations can only be made based on the positions disclosed in funds’ 13F filings. These filings report what the fund owned more »

  • Shale Gas Boom a Double-Edged Earnings Sword

    By Tony Daltorio - August 1, 2012 | Tickers: ACI, CVX, XOM, LYB, DOW

    There has been a surge in shale gas production in the United States, driven by techniques such as hydraulic fracturing (fracking), opening up deposits once considered too difficult and costly to exploit. The glut of shale gas in the U. S. has driven down prices to around $3.00 per million BTUs, after reaching a recent low of just below $2.00 per million BTUs. 

    This plunge in natural gas more »

  • Viking Global’s Top Non-Tech Holdings

    By Meena Krishnamsetty - June 4, 2012 | Tickers: IVZ, LYB, MA, VRX

    Viking Global is a one of the foremast Tiger Cubs, offshoots of Julian Robertson’s Tiger Management. It was the brainchild of Andreas Halvorsen, David Ott, and Brian Olson. The strategy is long/short global equity with a bottom-up stock picking approach. Below are its top non-tech holdings.

    Invesco (NYSE: IVZ) is a global asset management firm with $672.8 billion of AUM as of March 31, 2012. It is more »

  • LyondellBasell Poised for Big 3-Year Upside Run

    By cris vicari - May 29, 2012 | Tickers: LYB, MPC, PSX

    LyondellBasell Industries (NYSE: LYB) promises to be a strong and consistent refiner and manufacturer of industrial chemicals, which include olefins and polyolefins (ethylene, propylene, and others). Its production sales reach into over 100 countries on 5 contents. LyondellBasell has 59 facilities in 18 countries, and the majority of its sales are in refining and oxyfuels. LyondellBasell has done well in staking out a focused chemical niche, selling the majority of more »