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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (41752)	3/15/2011 12:43:44 AM
From: richardred	Read Replies (2) \| Respond to of 78740

Paul, I have a few shares of POL left in a IRA. I sold the bulk awhile back. The balance sheet has gotten a lot better since I left. They just received about 130 million from Olin for Sunbelt to help even more. I'd say the new management has done a good job turning this company around. From memory, they have a venture with Eastman chemical and have good exposure in China. The company has been having some upside earning surprises. IMO it's a buy/hold. I'm hoping for 18-20 range if positives continue.

To: Paul Senior who wrote (41752)	3/24/2011 11:03:45 AM
From: richardred	Respond to of 78740

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 finance.yahoo.com