Feb 23, 2023 / 02:10PM GMT
Michael James Leithead - Barclays Bank PLC, Research Division - Research Analyst
Okay. I will go ahead and get started. I appreciate everybody joining us today. Again, my name is Mike Leithead, head of the U.S. Chemicals and Packaging efforts. Here at Barclays, we're really appreciative to have the Air Products' CEO, Seifi Ghasemi; Melissa Schaeffer, CFO and representatives from the IR team. (inaudible) months ago, so I appreciate him coming down. Munshi and then Sid Manjeshwar, who's the incoming IR (inaudible) really smart guys (inaudible).
Before we start off again, again (inaudible). First question, do you currently own this stock. One, overweight; two, market weight; three, underweight? (inaudible), you don't have a quicker because you can't be hammer in the one book.
Okay. So there's some opportunity (inaudible). Next question.
What is your general bias towards the stock right now? Positive, negative, neutral? Almost positive.
Next question, and that's good. In your opinion, through cycle EPS growth for Air Products will be above peers, in line with peers, below
Air Products and Chemicals Inc at Barclays Industrials Select Conference Transcript
Jan 22, 2024
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