Category Archive for "Industrials/Basic Materials"

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Metals and Mining – Discounting Much More Than Appears To Be Going On

The metals sector remains attractive in our valuation framework, and at the larger cap company level the appeal is broad, with the best only fairly valued, and most well below fair value. This suggests that a basket approach owning the

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North American Commodity Chemicals – Shale Gale Maybe, Windfall More Definitely

As production of natural gas in the US has risen it has increased not just the volume of methane available, but also the amount of associated gases; ethane, propane, butane and natural gasoline.  With the exception of ethane, these products

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April 4, 2012 – Sector and Sovereign Industrials Launch – Graham Copley

  Today we have initiated coverage of the Industrials and Basic Industries Sectors. Outperformance over the past 6 months despite negative revisions has sadly led the group as a whole to be, in aggregate, fairly valued – limiting our initial

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