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Clariant (aviate Restructuring Basket): transforming
Clariant has been in the RB since June. However, it has been overlooked due to the headline grabbing performance of basket members such as Lufthansa, Carrefour, Electrolux, Philips etc. That may...
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Seasonal winners of the coldest winter in 100 years. Clariant (RB)
Our review of the restructuring progress of Clariant (last week) provided us with the confidence to keep it in the basket. With their de-icing business, it should also get a seasonal uplift. Clariant...
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Clariant (aviate RB): Cold start to winter, good for de-icing business
Our review of the restructuring progress of Clariant (last week) provided us the confidence to keep it in the basket. With their de-icing business, it should also get a seasonal uplift and one of the...
View ArticleClariant (Aviate Restructuring Basket)
Firstly, these serve as a reminder that on 27th Dec, Clariant announced the sale of its Textile Chemicals, Paper Specialties and Emulsions businesses – all of which had been earmarked For Sale....
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Restructuring Basket
Rationale Since late June 2012, for those of more suspicious persuasions, we have been advocating allocating capital to quality restructuring stocks. We have been bullish on high quality growth stocks...
View ArticleDividend growers… here is the list
The Dividend Aristocrats Index closed up another 70bps to a new all-time high in the US. The following are a list of names with starting yields higher than Gilts/Bunds with dividend CAGR >10%....
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Talk of a rate cut: “Buy more dividend growers…”
Rate cut coming? The Euro-Zone’s annual inflation rate slowed to 0.7% in October, well below the ECB’s target (of just below 2%). While a lot of this due to the internal de-valuations in the Periphery...
View ArticleRestructurers and hidden disposal value
We have discussed our rationale for buying the restructurers at length (ref the Aviate Restructuring Basket). An extension of this is to consider “disposal prospects”. Two pieces of news today help...
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