Seeking Alpha: It's Getting Harder To Give Axiall The Benefit Of The Doubt

At some point a company's problems cease to be cyclical and start looking increasingly structural. I'm getting close to that point with Axiall (NYSE:AXLL). Six consecutive earnings misses may say more about the analysts following the stock than the quality of the company, but management's own missteps and changes in the chloralkali space have more concerned about the prospects for this company. I do still believe that the company can leverage positives like an improving U.S. construction market (whenever that arrives...) and increasing shale gas production, but I'm not convinced that the value is so compelling as to be worth the risk anymore.

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It's Getting Harder To Give Axiall The Benefit Of The Doubt

Investopedia: Is There Enough Economic Growth To Push Olin Higher?

The easy days are long over for companies that represent leveraged plays on economic growth. There may still be a feeling of general malaise and disappointment in the economic recovery, but the numbers are what they are and economic activity is strongly up off the bottoms. That represents a problem for Olin Corp (NYSE:OLN), as this chemical manufacturer has enjoyed a solid recovery from the depths of the recession, but now has to find a way to maintain the momentum.

A Mixed Fourth Quarter  
All in all, Olin's performance for the fourth quarter was fairly mixed. Revenue rose about 16% as the company offset lower volume in chloralkali and caustic potash with higher netbacks. The company's operating rate was a disappointing 70%, though, and well below industry averages for the quarter.

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