Upside looks tremendous at PolyOne (POL) right now for 2014 with potential for a 100% add to value over the next twelve months. PolyOne has tremendous potential with two main catalysts in its Spartech acquisition as well as a multi-year transformation of the company from a typical, commodity-based chemicals company to a higher margin, strong economic moat specialty chemical company. These two catalysts will continue to help propel this company.
In this article, we will discuss industry trends, these two catalysts, risk factors, and discuss why we see the company as mispriced by the market in detail.
PolyOne operates in the specialty chemical industry, which has been a multi-year move for the company away from...
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