Jim Cramer on LyondellBasell: “I Don’t See Growth in That”

LyondellBasell Industries N.V. (NYSE:LYB) is one of the 25 stocks Jim Cramer recently shared insights on. Noting its over 9% dividend yield, a caller asked if it was a good time to buy the shares, and Cramer stated:

“We are not going to buy stocks for high dividends here. We’re going to buy stocks for earnings, momentum, and for growth. And I don’t see growth in that or Dow Chemical. I think these stocks, I like the fact that they boosted the dividend, but what I really like is growth, growth, growth because growth is the only safety in this stock market, growth.”

Jim Cramer on LyondellBasell: "I Don’t See Growth in That"

A factory worker monitoring a conveyor belt of specialty chemicals being produced.

LyondellBasell Industries N.V. (NYSE:LYB) is a chemical company that produces and markets olefins, polyolefins, advanced polymers, fuels, and intermediates. Additionally, the company provides process technologies and catalysts for applications across packaging, automotive, coatings, and other industries. Conventum – Alluvium Global Fund stated the following regarding LyondellBasell Industries N.V. (NYSE:LYB) in its Q4 2024 investor letter:

“LyondellBasell Industries N.V. (NYSE:LYB), the chemical and plastics manufacturer, reported disappointing, albeit not surprising results and was down 21.3% over the quarter. Market conditions remain poor, and this did cause us to make some minor changes to our valuation (which decreased by 5%). Still, at the current price of around 10 times earnings (which are at a cyclical low) it offers a 7% after tax dividend yield, and is well positioned to benefit from increasing demand as the supply side consolidates. We bought more to maintain a position of 4.7%.”

While we acknowledge the potential of LYB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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