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Non-Tech : Olin - My favorite Company
OLN 46.44-1.3%Jul 14 5:00 PM EST

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To: richardred who wrote (132)9/22/2015 12:51:18 PM
From: richardred  Read Replies (1) of 163
 
After being out of Olin since 2013. I felt compelled to have my first buy in a very long time to be OLN. Back when I was at Individual Investors. The FTC wouldn't allow this previous purposed merger of CA operations to go through with Dow. From memory, they ruled anti competitive due to to big a market share of CA. I think OLN eventually, if and when the economy expands beyond its current stagnate levels. Olin will dominate in the very high margin business of chlor alkali. To be sure commodities are way out of favor. Meanwhile I will have a covered stagnate yield to keep me company for awhile. It also doesn't hurt that a hedge fund has now built over a five percent stake.

P.S Possible speculative appeal. However, Winchester division, unless sold or spun off would be a sticky issue on any foreign sale IMO. A spin off of Winchester seems more likely than ever. Olin has a history of spin offs. The Last two already acquired by acquisition minded hunter companies.(Primex & Arch Chemical)

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