Core Insights - The article emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations in investment strategies [1] - The energy sector, particularly oil and gas supermajors, mid-cap, and small-cap exploration and production companies, is highlighted as a primary focus area for research [1] - The analysis of Free Cash Flow and Return on Capital is deemed essential for gaining deeper insights into investment opportunities [1] Industry Focus - The energy sector is a key area of interest, including oilfield services firms, which are critical for understanding market dynamics [1] - Other industries covered include mining, chemicals, and luxury goods, indicating a broad analytical approach [1] Investment Philosophy - The article advocates for a meticulous approach to investment, suggesting that investors should not only rely on profit and sales analysis but also consider cash flow metrics [1] - There is an acknowledgment that some growth stocks may warrant their premium valuations, highlighting the need for thorough analysis to validate market perceptions [1]

On Wednesday, October 8, the S&P 500 and the Nasdaq composite reached new all-time closing highs. The S&P 500 gained 0.58%. This performance was supported by gains in the information technology, utilities, and industrials sectors. The tech-heavy Nasdaq increased by 1.12%. However, the Dow Jones Industrial Average fell slightly as it declined 1.20 points.The stocks did not show a lot of reaction to the release of the Fed’s September meeting minutes. In the meeting, the Federal Reserve cut interest rates for ...

Key Takeaways Berkshire is buying Occidental's chemical arm OxyChem for $9.7B in cash, closing in Q4 2025.The deal strengthens Berkshire's oil, gas and chemical exposure through a resilient business mix.BRK.B shares are up 10.3% YTD, with consensus forecasts showing revenue gains into 2026.Berkshire Hathaway (BRK.B) is strengthening its oil and gas business by buying Occidental’s chemical business, OxyChem, for $9.7 billion in cash. OxyChem is a global manufacturer of commodity chemicals. As Berkshire alrea ...

Saudi Aramco has put three chemicals expansion projects on hold as weaker oil prices squeeze local spending and it prioritizes international investments, sources say https://t.co/99YG8OSGI6 ...

Webcast Conference Call: Thursday, November 6, 2025, at 9:00 AM ET (New York). The live call is open to the public and can be accessed via live webcast and teleconference. Please visit investor.tronox.com for a link to register for the live webcast and to view the accompanying slides. , /PRNewswire/ -- Tronox Holdings plc (NYSE: TROX) announced today the following schedule for its third quarter 2025 earnings release and webcast conference call: Earnings Release: Wednesday, November 5, 2025, after market c ...

2025 Investor Day October 8, 2025 Agenda | Introduction | 1:30PM | | --- | --- | | Overview of Solstice | 1:40PM | | Business Segment Overviews | 2:10PM | | Break | 2:45PM | | Panel Discussion: Business Synergies & Growth Strategy | 3:00PM | | Financial Summary | 3:40PM | | Q&A | 4:00PM | | Closing Remarks | 4:30PM | 2 Today's Presenters Mike Leithead Vice President Investor Relations 3 DavidSewell President & Chief Executive Officer Tina Pierce Chief Financial Officer Wylie Clark Chief Development Officer ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Tronox To Contact Him Directly To Discuss Their Options If you suffered losses in Tronox between February 2, 2025 and July 30, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Oct. 08, 2025 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a lea ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.I recently started expanding my coverage in the chemicals sector. The chemicals sector is facing several headwinds at this moment mostly driven by a weak macroeconomic outlook, high natural gas prices in Europe driving up feedstockDhierin runs the ...

The large-cap ETF universe offers investors hundreds of funds to choose from. The problem is, despite the abundance of vehicles, most offer pretty much the same: they are based on an index with a market cap weighting scheme, probably withVasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attenti ...

Dow Inc. (DOW), headquartered in Midland, Michigan, offers a range of materials science solutions for packaging, infrastructure, mobility, and consumer applications. Valued at $16.9 billion by market cap, the company manufactures and supplies chemicals for the liquid injection molding, architectural fabrication, leather, textile, automotive, rubber, consumer goods, and food industries. The materials science giant is expected to announce its fiscal third-quarter earnings for 2025 before the market opens on ...