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Weekly Findings – December 2nd, 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 2nd, 2018 Weekly Findings – December 2nd, 2018 Thought for the week: “Too Complex and you get a discount –

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A Volatile Energy Backdrop In 2019 – Bad for Valuations

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629/203.901.1627 gcopley@/asalzillo@ssrllc.com November 27th, 2018 A Volatile Energy Backdrop In 2019 – Bad for Valuations We take a more comprehensive look at a subject that we

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Weekly Findings – November 25th, 2018

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com November 25th, 2018 Weekly Findings – November 25th, 2018 Thought for the week: “Underperforming Capital Good – The same M&A potential

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What Makes a “Good” Company? Revisited – Lessons for All

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629/203.901.1627 gcopley@/asalzillo@ssrllc.com November 21st, 2018 What Makes a “Good” Company? Revisited – Lessons for All We update the work done a year ago on what makes

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Weekly Findings – November 18th, 2018

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com November 18th, 2018 Weekly Findings – November 18th, 2018 Thought for the week: “Will 2019 be a year of raw material

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Weekly Findings –November 11th, 2018

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com November 11th, 2018 Weekly Findings –November 11th, 2018 Thought for the week: “Economic Point of Inflection, Plus Peak Oil = Drift

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Weekly Findings – November 4th, 2018

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com November 4th, 2018 Weekly Findings – November 4th, 2018 Thought for the week: “GE – Now the risk/reward looks more interesting,

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SMID Chemical Monthly Charts – October

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Chemical Monthly Charts – October

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Chemicals Monthly – Summary – Not the Best of Times

SEE LAST PAGE OF THIS REPORT Graham Copley / Anthony Salzillo FOR IMPORTANT DISCLOSURES 203.901.1629 / 203.901.1627 gcopley@ / asalzillo@ssrllc.com November 1st 2018 Chemicals Monthly – Summary – Not the Best of Times This report contains a summary for the month,

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