Opinions Gordon Reid
Celanese Corporation CETOP PICKMay 21, 2026
Gordon ReidOwned
$52.88
Stock price when the opinion was issued
$44.24
As of Sep 09, 2026. Market Open.
chemicals
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BUY ON WEAKNESS
In his US small-cap portfolio. Thinks the pricing environment is bottoming. Chinese production and subsidies have been issues, pricing in the chemical space in general has been subdued. Pricing is starting to firm up. Cyclical, so you have to time your entry. Modest multiple. Upside to earnings could be sharp.
Gordon ReidOwned
chemicals
STRONG BUY
Big correction that he calls a 4-year-cycle reset. October 13 was the start of a new 4-year cycle. Should have upside, by time, into late 2025 to early 2026. One of his favourite plays for this year. Higher lows, higher highs. If it continues to take out recent highs, sees no reason it won't test important resistance around $150, where it stalled out before.
chemicals
TOP PICK
Believes company is offering a long term value with current share price.
Trading at ~6x earnings per share.
$1 Billion in cash flow & deleveraging actions major opportunity.
Expecting volatility in share price but dividend growth and higher M&A activity.
Warren Buffett also a major shareholder.
James TelfserOwned
chemicals
Produces chemicals that are part of everyday life -- food products, fabric, pharmaceuticals. Pricing background has been weak (and that's what happens with cyclicals) -- starting to see a bottoming. Big opportunity if you can get the timing right. Yield is 0.23%.
(Analysts’ price target is $71.17)