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Jefferies Is Playing The Chemical Sector, But Sees 'More Murk Likely'

2015-09-23 21:29:23| Chemicals - Topix.net

Alexander noted the "widely-acknowledged" lack of real demand visibility has morphed the defensive stance of chemical stocks that "worked" in 2015 into a "barbell approach." Alexander recommended investors buy "self-help" stories, such as PPG Industries, Inc. , which is the "most intriguing" relative valuation in large-cap chemicals.

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