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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (55159)4/15/2015 12:36:15 PM
From: Ditchdigger  Read Replies (3) of 78688
 
I think WLK has about the best fundamentals of any of my holdings.DOW chemical is currently my largest holding. I've owned DOW for 3 or 4 years and WLK since late Jan.(it's been very good to me). I find it interesting how both these companies have separated off much of their commodity business exposure, DOW through partnerships and spinoffs and WLK through spinning off WLKP and yet they both have continued to trade with oil. I'd say natural gas is more important than oil to both.

Also interesting the leading sectors today, energy,materials/chemicals and industrials (also own TRN )

Still trying to figure out the correlation between the deadness on SI and the markets(g)
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