David Ristau
Growth at reasonable price, research analyst, newsletter provider, long/short equity

PolyOne: Upside Could Be More Than 50% In 2014

Upside looks tremendous at PolyOne (NYSE: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.

Industry Trends

PolyOne operates in the specialty chemical industry, which has been a multi-year move for the company away from the...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details