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Strategies & Market Trends : Speculating in Takeover Targets
CTG 7.075-2.5%3:59 PM EST

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To: Paul Senior who wrote (2954)11/1/2011 1:03:27 PM
From: richardred  Read Replies (2) of 6521
 
I like that Olin is basically just a CA company now that they bought POL's interest in sunbelt ( a very efficient plant). CA is a very high margined business. The only thing is, a lot of CA demand (PVC) is tied to the housing market. IMO-The dividend is very secure for a holding position. Olin's former division Arch was just recently snapped up by Lonza. I saw recently they will be doing some Cap-X spending to convert one of their old mercury membrane plants to a newer environmentally safer process. I still think Winchester will eventually or should be sold, even though it has ties to the founding of the company. I'd say OLN ranks 5 out of ten in speculative appeal presently.
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