FWIW at face value regarding POL and specialty Chemicals.
>snip-TWST: Of the approximately 19 names you cover right now, who are the stand-outs, and what makes you like those companies?
Mr. Silversteyn: In the mid to large cap, which in my space is something over $5 billion market cap, my favorite name is FMC (FMC). For the smaller cap, $1 billion to $2 billion, I would say that PolyOne (POL) probably has the most upside over the next 12 months. In terms of longer-term value creation, we're still fans of Albemarle (ALB) on the large-cap side as well as Ecolab (ECL), which combines both safety and predictable earnings growth. And then on the small-cap side, we think that somebody like Spartech (SEH) could be intriguing over the long term, as well as a company like Chemtura (CHMT), which recently emerged from bankruptcy
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