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Weekly Findings – February 3rd, 2019

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com February 3rd, 2019 Weekly Findings – February 3rd, 2019 Thought for the week: “We had years of productivity to drive earnings

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Weekly Findings – January 27th, 2019

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com January 27th, 2019 Weekly Findings – January 27th, 2019 Thought for the week: “Economic/Market Uncertainty and Volatility – Focus On What

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Weekly Findings – January 20th, 2019

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com January 20th, 2019 Weekly Findings – January 20th, 2019 Thought for the week: “Expect Widespread Cautious Guidance – No Prizes for

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Is There Another Curse To Optimism – Does It Attract Activists?

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com January 18th, 2019 Is There Another Curse To Optimism – Does It Attract Activists? We are revisiting the optimism work

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Weekly Findings – January 13th, 2019

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com January 13th, 2019 Weekly Findings – January 13th, 2019 Thought for the week: “An OK Year For Our Optimist Methodology, Despite

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Weekly Findings – January 6th, 2019

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com January 6th, 2019 Weekly Findings – January 6th, 2019 Thought for the week: “Winners and Losers – Some Common Traits from

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Chemicals: A 2019 Wave of M&A is looking Inevitable

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629/203.901.1627 gcopley@/asalzillo@ssrllc.com January 2nd, 2019 Chemicals: A 2019 Wave of M&A is looking Inevitable A combination of valuation lows, lack of investor engagement, changing dynamics in

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Weekly Findings – December 23rd, 2018

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com December 23rd, 2018 Weekly Findings – December 23rd, 2018 Thought for the week: “Sometimes you just get it wrong! Otherwise, Happy

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Weekly Findings – December 16th, 2018

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com December 16th, 2018 Weekly Findings – December 16th, 2018 Thought for the week: “Three Holiday Gifts in Chemicals” Chart of The

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Weekly Findings – December 9th, 2018

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com December 9th, 2018 Weekly Findings – December 9th, 2018 Thought for the week: “BASF – The negative of high incremental margins”

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