Mark Yagalla
Gold, currencies, macro, commodities

A. Schulman: An Underrated Diversified Business With An Appetite For M&A

Shares of A. Schulman (NASDAQ:SHLM) have been on a steady trajectory higher over the past year. This comes as more investors are discovering this overlooked company. I find this surprising as Schulman has been a dividend-payer ever since the company went public in 1972. The dividend yield is now 2.5% and it plans on continuing to grow both internally and via acquisitions.

I think the key to Schulman and why the company is so interesting now is that it has a global footprint. The businesses in which the company operates in are highly fragmented. Schulman has been making several bolt-on acquisitions and this has been strengthening the company's M&A processes. This is setting the company up to continue...

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