Sure. You’ll find the entire stockpicking portfolio here.
On OLN:
I have to admit it ended up in my portfolio kind of by accident and I probably wouldn’t buy it anymore with my nowaday approach to picking stocks.
I picked it at the time (March 31 2020) because it was analyzed in a webinar I attended that day and the company and its valuation looked attractive then. I’m keeping it in my portfolio because my yield on cost is over 7% and I can live with that.
I probably wouldn’t pick it anymore because they haven’t raised their dividend in over 20 years and their BB+ S&P credit rating is below investment grade.
I find Basic Materials companies difficult to pick for my portfolio because of my preference for stable (and ideally growing) dividends. Basic Materials tend to be cyclical and the dividends often follow that pattern (as I learned e.g. with CMP).
The only one I like within my portfolio and that I’ve recently added to is LYB.
From a pure valuation point of view (ignoring the steadiness of the dividend) many Basic Materials companies look interesting, however, including SQM that you mention.