Chemical Activity Index Indicating Further Growth [CHART]

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Chemical Activity Index Indicating Further Growth [CHART]

Chemical Activity Index Indicating Further Expansion by Todd Sullivan, ValuePlays

“Davidson” submits:

The Chemical Activity Index (CAB) at 97.7-equity prices should continue higher. Chemicals represent the basis of many products, too many to even think of listing them all. This precisely why the trends in the CAB are tightly correlated to economic activity and the equity markets. The current trend is still in a relatively steep rise. We should expect equity prices to rise for the next 12mos or so.

If there is an acceleration in mtg lending, we should see the CAB uptrend to accelerate considering the quantity of plastics used in home building.

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Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his thesis. His blog features his various ideas and commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain’s NY, Kiplingers and other publications. He has also appeared on Fox Business News & Fox News and is a RealMoney.com contributor. His commentary on Starbucks during 2008 was recently quoted by its Founder Howard Schultz in his recent book “Onward”. In 2011 he was asked to present an investment idea at Bill Ackman’s “Harbor Investment Conference”.

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