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  1. How We Value Berkshire Hathaway


    Fri, 3 May 2013

    operations is a bit more tenuous. For starters, our four comparison companies-- Ingersoll-Rand IR , ITT ITT , Ashland ASH , and CoreMark CORE --may be reflective of some of the bigger contributors--namely, Marmom, Lubrizol, and McLane

  2. Dropping Coverage of Ashland


    Tue, 11 Dec 2012

    We are no longer providing equity research on Ashland ASH . We provide broad coverage of more than 1,700 companies across more than 140 industries and adjust our coverage as necessary based on client demand and investor interest.

  3. Ashland Performs Well in the Fourth Quarter; Guar Pressure on the Horizon


    Tue, 30 Oct 2012

    Ashland 's ASH fiscal fourth-quarter and full-year ..... value estimate of $71 per share. We think Ashland looks fairly valued. Adjusted for the ..... adjusting for ISP on a pro forma basis, Ashland was able to boost year-over-year quarterly

  4. Guar-based Chemicals Boost Ashland's 3Q


    Thu, 26 Jul 2012

    Ashland 's ASH fiscal third-quarter results generally ..... with the prior-year quarter. Again, Ashland was led by its specialty ingredients business ..... resulting in a profitability boost for Ashland , as the company was able to make some

  5. Ashland's Specialty Ingredients Business Performs Well in 2Q, While Other Segments Lag


    Tue, 24 Apr 2012

    Ashland 's ASH fiscal second-quarter results generally ..... continued to perform well, outshining Ashland 's other businesses. We have noted before ..... consider specialty ingredients the jewel of Ashland 's portfolio, and we're not surprised

  6. Ashland's 1Q Boosted by Strong Performance from Newly Acquired International Specialty Products


    Tue, 24 Jan 2012

    On Tuesday, Ashland ASH reported strong fiscal first-quarter ..... added another high-margin business to Ashland 's Specialty Ingredients segment, along ..... improvement in ISP profitability, as Ashland management works to implement additional

  7. Cost Increases Damage Valvoline's Profitability in Ashland's 4Q


    Wed, 9 Nov 2011

    Ashland ASH had a tough fiscal fourth quarter, with ..... higher raw-material costs in the quarter. Ashland has taken steps throughout the year to ..... 2010 and 360 basis points sequentially. Ashland has announced price increases to recover

  8. Takeover Targets: Harnessing Current Chemicals Mergers and Acquisitions Trends


    Wed, 3 Aug 2011

    cash flow relative to enterprise value–do you think any of these companies are possible takeover targets? 1. Ashland Inc. ( ASH ): Trailing twelve month levered free cash flow at $491.75M vs. enterprise value at $4.62B (i.e. levered

  9. Ashland Raises Prices to Counter Rising Material Costs in 3Q


    Thu, 28 Jul 2011

    On Thursday, Ashland ASH reported fiscal third-quarter results ..... nature of the Valvoline business and Ashland 's lack of pricing power in the segment ..... number of oil changes. On the flip side, Ashland 's functional ingredient business expanded

  10. Ashland Adds to Functional Ingredients Business in $3.2 Billion Purchase of ISP


    Tue, 31 May 2011

    On Tuesday, Ashland ASH announced that it will acquire private ..... 2 billion in cash. We are placing Ashland under review while we determine the deal's ..... standpoint, this looks like a sound deal for Ashland . ISP will add to the firm's Aqualon

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