Subject: Re: Huntsman Corporation (HUN)


I know very little about Huntsman specifically, but I have a passing familiarity with Dow, BASF, and Solvay. It's an old truism that cyclicals are most interesting (as investments) when things in the sector are at their worst. For now, Huntsman seems to be battening down the hatches and protecting the balance sheet.

[Link opens 2Q earnings release]

https://d1io3yog0oux5.cloudfro...

There's a lot of ugly in their financial results, but since 2012 they've cut the debt in half while reducing the share count by almost 30%. Not bad. Margins and ROE are never great, but sometimes they make a few bucks.