Expecting broad based earnings strength in Q2'10

Expecting broad based earnings strength in Q2’10
· Macro and industry specific concerns seem mostly overblown, in our view
· Recommend LALLF and SOA as preferred names going into earnings season
· Revising up earnings estimates for Air Products, Celanese, Dow Chemical and Linde.
Reducing estimates for Methanex to account for Atlas plant outage

Login Now to read and download the entire article

Not Registered with us yet? It’s quick, easy, and provides you with access to our research. Register for new account.