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Sealed Air Corp (SEE US)
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45
Analysis
Materials
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United States
Sealed Air Corporation manufactures packaging and performance-based materials and equipment systems that serve food, industrial, medical, and consumer applications.
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bullish
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Thematic (Sector/Industry)
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25 Jan 2016 13:01
The Macro Take: Get the Picks Out for Gold and Silver Miners
It's time to break out the analysis on gold and silver miners Some goldminers are trading well below P/B, with potential price moves of +4x just...
Kay Van-Petersen
2.3k Views
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bullish
•
Thematic (Sector/Industry)
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05 Jan 2016 11:51
2016 Names Not Trades and a Tough Energy Environment (And Other Recent Visits)
I outlined my 2016 quick takeaways from visiting clients, ex-clients and friends prior to the break (2016 A year of Reckoning, 23 December 2015),...
Charles De Trenck
455 Views
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bullish
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Thematic (Sector/Industry)
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02 Jan 2016 15:15
Top 5 Macro Trades in 2016Q1
This is a very short note on my top 5 trade recommendations in 2016 after the close of 2015 based on my previous note of 2016 outlook (i.e. be...
Hao Wang, CFA
284 Views
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bullish
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Thematic (Sector/Industry)
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25 Dec 2015 00:30
Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016
This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...
Hao Wang, CFA
210 Views
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bullish
•
Thematic (Sector/Industry)
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24 Dec 2015 12:46
2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
Charles De Trenck
225 Views
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