Celanese Corporation is highlighted as a strong hold due to its essential specialty chemical products, recent acquisitions expected to boost revenue, and consistent free cash flow growth. The company trades at a very cheap valuation (5.7x earnings) compared to its historical average and has a monster free cash flow yield of 12.8%, while aggressively reducing its share count without increasing leverage.
“this company trades at 5.7 times earnings currently which is very cheap if you look at the blue line historically you're probably around 10 so you can see a market multiple expansion here is it snaps back to average plus it's yielding 12.8 times free cash flow”