Top five profitable midcap+ basic material stocks sorted by lowest forward P/E. Lithium a strong play w appropriate time horizon. Long $ALB. $SQM and $LTHM also provide opportunity. $ALB cheapest on P/E basis and less risk than $SQM (Chile). $15B MC too
“They loved it in the $300s but hate it in the 30s” $SE - it will fall back in favor w MMs at some point in the near future. Hard to see downside w LT investment horizon