Executive Summary
Scott Kaufman's dividend analysis reveals a surgical approach to chemical sector distress that contradicts surface-level value signals. While LyondellBasell trades at a 12.6% yield after falling 42% this year, Kaufman's framework exposes a dividend trap: the company has been selling assets to fund distributions and won't achieve coverage until beyond 2027. Eastman Chemical, despite appearing less attractive with a 5.22% yield, maintains superior dividend coverage and trades closer to fair value....
Key Investment Opportunity
Chemical Sector Surgical Selection
Cyclical chemical downturn creates divergent opportunities where dividend coverage separates sustainable yields from traps
...and 2 more investment opportunities
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