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September 01, 2020 10:18am
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Chemicals and Property Casualty Insurance…Busting Out

Could you get more boring than these two groups? I am going to buy a stock in each group. I am eyeing Lyondall (LYO) and KMG Chemicals (KMGB). On the Property Casual side, Japanese Insurer Millea (MLEA) and and US based James River Group (JRVR) are extremely strong. Got to own some boring stocks. Disclosure - No positions…YET.
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