Hedgeye CEO Keith McCullough is adding Stepan Company (SCL) to the short side of Investing Ideas. Below is a brief note.
Looking for some smaller cap (pandemic winner) shorts like WING to hedge some of that Small Cap Long Factor Exposure you're carrying with your long MP, SAMA, etc. ideas?
Industrials analyst Jay Van Sciver's got a new SELL idea in Stepan (SCL):
"At best, SCL looks to us like a small, family-run player in an increasingly challenged industry facing a post-pandemic downturn."
Sell the no-volume bounce today to lower-highs,
KM
