Josh Brown highlights three chemical stocks as U.S.-Iran conflict rattles global markets
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By Joshua Brown
Published on March 2, 2026.
The Best Stocks in the Market, hosted by Josh Brown and Sean Russo of Ritholtz Wealth Management, have highlighted three chemical companies: Ecolab (ECL), Linde (LIN) and Sherwin-Williams (SHW). These stocks tend to sell off if the market becomes nervous about the U.S.-Iran conflict, which is causing global markets to weaken. Eligab, a specialty chemicals company providing water treatment, hygiene, and infection prevention solutions to HALO industries, posted a strong Q4 FY2025 with sales of $4.2 billion, up 5% year over year and adjusted diluted EPS of $2.08, up 15%. Linde Plc is the world's largest industrial gases company, supplying oxygen, nitrogen, argon, and hydrogen. The company returned $7.4 billion to shareholders via dividends and buybacks in 2025 and maintains a $10 billion project backlog, with 65% tied to clean energy. The chart suggests that Ecolabi's future success lies in the future with organic sales growth of 3–4%, and operating income margin expansion above 19%.
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