Subject: OxyChem Deal: , another opinion,
" Judging by both stocks’ price response (see the chart below) after the announcement of the deal, the market seems to feel little impact from the deal towards BRK but negatively towards OXY. In the remainder of this article, I will argue why I agree with the first part (i.e., I don’t see a substantial impact from the deal on BRK either) but disagree with the second part. I see the deal as a material catalyst for OXY. These considerations have led to a rating upgrade for OXY to buy from an earlier hold rating and a reiteration of my hold rating for BRK."



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