Air Products & Chemicals (NYSE: APD ) is a selection for the real-money Inflation-Protected Income Growth portfolio. Like any investment, it needs to be reviewed from time to time to see if it's still worth owning. In the brief video below, portfolio manager Chuck Saletta reviews its valuation, balance sheet, and dividends, and decides whether to hold on to the stock or let it go.
To follow the iPIG portfolio as buy and sell decisions are made, watch Chuck's article feed by clicking here. To join The Motley Fool's free discussion board dedicated to the iPIG portfolio, simply click here. For more information on the Graham Equation used for the valuation estimates, see the article at this link.
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Hot Small Cap Companies To Invest In 2015: PPG Industries Inc.(PPG)
PPG Industries, Inc. manufactures and supplies protective and decorative coatings. The company offers coatings products for automotive and commercial transport/fleet repair and refurbishing, specialty coatings for signs, and light industrial coatings; and sealants, coatings, and technical cleaners/transparencies for commercial, military, regional jet, general aviation aircraft, and transparent armor for military land vehicles. It also provides coatings and finishes for the protection of metals and structures to metal fabricators, heavy duty maintenance contractors, and manufacturers of ships, bridges, rail cars, and shipping containers; and coatings to painting and maintenance contractors. In addition, PPG sells industrial and automotive coatings to manufacturing companies; adhesives and sealants for the automotive industry; metal pretreatments and related chemicals; and coatings and inks for aerosol, food, and beverage containers. Further, it supplies lenses, sunlenses, a nd optical lens materials; amorphous precipitated silicas for tire and battery separator markets; and Teslin substrate used in radio frequency identification tags and labels, e-passports, drivers? licenses, and identification cards applications. Additionally, PPG offers chlor-alkali and derivative products, such as chlorine, caustic soda, vinyl chloride monomer, chlorinated solvents, calcium hypochlorite, ethylene dichloride, hydrochloric acid, and phosgene derivatives to chemical processing, rubber and plastics, paper, minerals, metals, and water treatment industries. It also produces flat glass and continuous-strand fiber glass for commercial and residential construction, wind energy, energy infrastructure, transportation, and electronics industries. PPG sells its products through company-owned stores, home centers, paint dealers, and independent distributors, as well as directly to customers worldwide. The company was founded in 1883 and is headquartered in Pittsburgh, Pe nnsylvania.
Advisors' Opinion:- [By Dan Caplinger]
But the industry has gone through some major merger and acquisition activity recently. Sherwin-Williams announced last November that it will acquire Mexico's Consorcio Comex for $2.34 billion, giving the company greater geographical and product diversity. That'll be an important source of growth for Sherwin-Williams, as rival PPG Industries (NYSE: PPG ) recently closed on its $1.05 billion acquisition of Akzo Nobel and its architectural coatings business. Moreover, with DuPont (NYSE: DD ) having sold off its performance-coatings business, which focuses largely on automotive paint, to private equity firm Carlyle Group, Sherwin-Williams needed to boost its size in order to keep up with its competition.
- [By Victor Selva]
The company has a current ratio of 17.8% which is higher than the industry mean of 6.55%. Also, it's higher than the one registered by Akzo Nobel NV (AKZOY), Cabot Corporation (CBT) and Olin Corporation (OLN). For investors looking for a higher ROE, PPG Industries Inc. (PPG) could be the option.
10 Best Chemical Stocks For 2014: K&S AG (KPLUY.PK)
K&S AG is a Germany-based holding company which is active in the chemical sector. The Company divides its activities into four main business segments. The Potash and Magnesium Products segment is engaged in the crude potash and magnesium salts extraction and in processing raw materials into products for industrial, pharmaceutical, cosmetics and food industries. The Nitrogen Fertilizers business segment distributes fertilizers for almost all agricultural crops, and products for home and garden, plant care and plant protection, specialty fertilizers for public green areas, tree nurseries, horticulture and various special crops are offered. The Salt segment offers food grade salt, industrial salt and salt for chemical use, as well as de-icing salt applied to ensure road safety. The Complementary Business segments include recycling activities and the disposal and reutilization of waste salt mines, granulation of CATASAN, logistics, and trading in different basic chemicals. Advisors' Opinion:- [By Chris Damas]
Other players, such as K+S (KPLUY.PK), Israel Chemicals and APC, Belaruskali and Soquimich (SQM) maintained their world shares at Uralkali's expense.
10 Best Chemical Stocks For 2014: Cereplast Inc (CERPQ)
Cereplast, Inc. (Cereplast), incorporated on September 29, 2001, is engaged in developing and commercializing bio-based resins through two product families: Cereplast Compostables Resins, which are compostable, renewable, ecologically sound substitutes for petroleum-based plastics, and Cereplast Sustainables resins (including the Cereplast Hybrid Resins product line), which replaces up to 90% of the petroleum-based content of traditional plastics with materials from renewable resources. The Company primarily conducts its operations through product families, such as Cereplast Compostables resins, Cereplast Hybrid Resins and Cereplast Algae Plastic resins. In October 2011, the Company purchased a manufacturing plant in Assisi (Cannara).
Cereplast Compostables resins are compostable and bio-based, ecologically sound substitutes for petroleum-based plastics targeting primarily compostable bags, single-use food service products and packaging applications. The Company offers 13 commercial grades of Compostable resins in this product line. Cereplast Sustainables resins are partially or fully bio-based, ecologically sound substitutes for fully petroleum-based plastics targeting primarily durable goods, packaging applications. The Company offers six commercial grades of Sustainable resins in this product line. Cereplast Hybrid Resins products replace up to 55% of the petroleum content in conventional plastics with bio-based materials, such as industrial starches sourced from plants. The Hybrid resins line is designed to offer similar properties to traditional polyolefins, such as impact strength and heat deflection temperature, and is compatible with existing converter processes and equipment. The first commercial product with Cereplast Algae Plastic resin is being produced and sold as part of the Company's Sustainables resin family.
The Company's Compostable resins are renewable substitutes for petroleum-based plastics targeting primarily single-use disposables. The Company's Compost! able Resins have been used to produce foodservice ware, including the first line of fully biodegradable and compostable foodservice ware. Cereplast Hybrid Resins uses renewable materials such as starches from corn and tapioca.
Cereplast competes with BASF, Dow Chemical, Lyondell Basell, DuPont, SABIC, Novamont, NatureWorks and Telles.
Advisors' Opinion:- [By Bryan Murphy]
The whole thing may seem a little "out there" at first glance, but truth be told, what Metabolix, Inc. does isn't terribly unusual anymore. It's just a little less sexy than what traders and stock speculators usually want to see and hear with their picks. Kraton Performance Polymers Inc. (NYSE:KRA) and the now-bankrupt Cereplast Inc. (OTCMKTS:CERPQ) are/were in the same business, along with several others. [Don't let the Cereplast bankruptcy filing deter you - it wasn't a lack of opportunity that up-ended CERP.]
10 Best Chemical Stocks For 2014: Gulf Resources Inc (GURE)
Gulf Resources, Inc. (Gulf Resources), incorporated on February 28, 1989, is engaged in manufacturing and trading of bromine and crude salt, and manufacturing and selling of chemical products used in oil and gas field exploration, oil and gas distribution, oil field drilling, wastewater processing, papermaking chemical agents and inorganic chemicals. As of December 31, 2011, its products have been sold only within the People�� Republic of China. The Company operates in three segments: bromine, crude salt and chemical products. It manufactures and trades bromine and crude salt through Shouguang City Haoyuan Chemical Company Limited (SCHC), and manufactures chemical products for use in the oil industry and paper manufacturing industry through Shouguang Yuxin Chemical Industry Co., Limited (SYCI). On December 22, 2011, the Company acquired substantially all of the assets owned by Liangcai Zhang in the Shouguang City Yangkou Township Area.
Bromine and Crude Salt
The Company manufactures and distributes bromine through its wholly owned subsidiary, SCHC. Bromine (Br2) is a halogen element and it is a red volatile liquid at standard room temperature, which has reactivity between chlorine and iodine. Elemental bromine is used to manufacture a variety of bromine compounds used in industry and agriculture. Bromine is also used to form intermediates in organic synthesis. Its bromine is used in brominated flame retardants, fumigants, water purification compounds, dyes, medicines and disinfectants. Its production sites are located in the Shandong Province in northeastern China. Its production feeds include natural brine, vitriol, chlorine, sulfur and coal.
Crude Salt
The Company also produces crude salt, which is produced from the evaporation of the wastewater after its bromine production process. Once the brine is returned to the surface and the bromine is removed, the remaining brine is pumped to onsite containing pools and then exposed to natural sunshine. T! his causes the water to evaporate from the brine, resulting in salt being left over afterwards. Crude salt is the principal material in alkali production, as well as chlorine alkali production and is used in the chemical, food and beverage, and other industries.
Chemical Products
The Company produces chemical products through its wholly owned subsidiary, SYCI. The products it produces include hydroxyl guar gum, demulsified agent, corrosion inhibitor for acidizing, bactericide, chelant, iron ion stabilizer, clay stabilizing agent, flocculants agent, remaining agent, expanding agent, bromopropane, environmental friendly additive products, solid lubricant and polyether lubricant.
Gulf Resources competes with Shandong Yuyuan Group Company Limited, Shandong Haihua Group Company Limited, Shandong Dadi Salt Chemical Group Company Limited, Shandong Haiwang Chemical Company Limited, Shandong Weifang Longwei Industrial Company Limited, Shandong Caiyangzi Saltworks, Beijing Tianqing Chemical Company Limited, Shandong Weifang Shuangxing Pesticides Company Limited, Zibo Dacheng Pesticides Company Limited, Befar Group Company Limited, China Eastar (Group) Chemical Industry Company Limited and Pecome Technologies Limited.
Advisors' Opinion:- [By Paul Ausick]
Big Earnings Movers: Gogo Inc. (NASDAQ: GOGO) is up 28.3% at $24.05. Gulf Resources Inc. (NASDAQ: GURE) is up 15.8% at $2.46.
Stocks on the Move: ViroPharma Inc. (NASDAQ: VPHM) is up 25.4% at $49.38 on a $4.2 billion buyout offer from London-listed Shire. Zalicus Inc. (NASDAQ: ZLCS) is down 72.3% at $1.30 on a failed drug trial.
- [By Roberto Pedone]
Another under-$10 basic materials player that's starting to move within range of triggering a major breakout trade is Gulf Resources (GURE), which manufactures and trades bromine and crude salt, and manufactures and sells chemical products used in oil and gas field exploration. This stock has been a favorite target of the bulls so far in 2013, with shares up sharply by 140%.
If you take a look at the chart for Gulf Resources, you'll notice that this stock has been uptrending strong for the last six months, with shares soaring higher from its low of $1.10 to its recent high of $3.10 a share. During that uptrend, shares of GURE have been consistently making higher lows and higher highs, which is bullish technical price action. That move has now pushed shares of GURE within range of triggering a major breakout trade.
Market players should now look for long-biased trades in GURE if it manages to break out above some near-term overhead resistance levels at $2.87 to its 52-week high at $3.10 a share with high volume. Look for a sustained move or close above those levels with volume that hits near or above its three-month average action of 467,986 shares. If that breakout hits soon, then GURE will set up to enter new 52-week high territory, which is bullish technical price action. Some possible upside targets off that breakout are $4 to $4.50 a share.
Traders can look to buy GURE off any weakness to anticipate that breakout and simply use a stop that sits right below some near-term support levels at $2.38 a share, or near its 50-day moving average of $2.23 a share. One can also buy GURE off strength once it starts to clear those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.
10 Best Chemical Stocks For 2014: Rockwood Holdings Inc (ROC)
Rockwood Holdings, Inc. (Rockwood), incorporated in September 19, 2000, is a developer, manufacturer and marketer of specialty chemicals and advanced materials used for industrial and commercial purposes. Rockwood is focused on surface treatment and lithium chemicals, advanced ceramics, titanium dioxide pigments, iron-oxide pigments, timber-treatment chemicals and clay-based additives. Its products consist primarily of inorganic chemicals and solutions and engineered materials. As of December 31, 2012, it manufactured its products in 80 facilities in more than twenty countries and sold its products and services to more than 60,000 customers. The Company operates in five segments: Lithium, Surface Treatment, Performance Additives, Titanium Dioxide Pigments, and Advanced Ceramics. In September 2012, its subsidiary, Chemetall GmbH, completed the formal legal split of its operations into two independent legal entities. In September 2013, Rockwood Holdings, Inc completed the sale of CeramTec, its advanced ceramics business to Cinven. In October 2013, Rockwood Holdings Inc announced that the specialty chemicals group ALTANA completed the acquisition of the rheology business of Rockwood Holdings, Inc.
Lithium
The Company�� Lithium segment operates under the Rockwood Lithium brand name and develops lithium chemicals for a range of industries and end markets. It develops and manufactures a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, lithium chloride, and lithium specialties and reagents, including butyllithium and lithium aluminum hydride. The Company operates its lithium business along five business divisions: Lithium Salts, Special Salts, Butyllithium/Lithium Metal, Battery Products and Lithium Specialties.
The Company develops and manufactures basic lithium compounds, which serve a range of industries and applications, and potash. Its products include lithium carbonate, lithium hydroxide, lithium nitrate, lithium chloride ! and potash. The Company develops and manufactures products which include lithium phosphate, lithium bromide and lithium carbonate pharmaceutical grade. It develops and manufactures lithium products for electronic applications, mainly for the primary (disposable) and secondary (rechargeable) battery industries. It develop and manufacture lithium compounds and other products for life science applications, such as special reagents for the synthesis of drug intermediates as well as for the flavor and fragrances industry. The Company develops and manufactures a range of products based on special metal compounds derived from cesium, zirconium, titanium, barium and rubidium.
The Company competes with FMC Corporation, Sociedad Quimica y Minera de Chile S.A., Cabot Corporation, Sigma Aldrich Corporation.
Surface Treatment
The Company�� Surface Treatment segment operates under the Chemetall brand name and develops and manufactures metal surface treatment products and services for a range of industries and end markets. This segment supplies surface treatment products and solutions for metal processing industries. It develops and supplies products and solutions for the chemical pre-treatment of metals and other substrates, some of which are customized for individual customers and applications. The Company provides surface treatment products and solutions for automotive original equipment manufacturers (OEMs), including an entire range of products and services for use in the paint shop step of car-body and automotive component manufacture. It provides products and services used to facilitate the cold forming of tubes, wire drawing and cold extrusion of metal.
The Company competes with Henkel AG & Co. KGaA, Nihon Parkerizing Co., Ltd., PPG Industries, Inc. and Nippon Paint Co., Ltd.
Performance Additives
The Company�� Performance Additives segment consists of business lines which develop and manufacture a range of specialty chemicals us! ed indust! rial and consumer products and processes. The Company produces synthetic iron-oxide and other inorganic pigments in a range of yellow, red, orange, ultramarine blue, black, manganese violet or blended shades, and serves the construction, paints and coatings, plastics, and specialty application markets with powder, granular and liquid grades. The Company develops and manufactures principally iron-oxide pigments for manufacturers of construction products for use in the coloring of concrete products, including paving stones, bricks, concrete blocks, roofing tiles, stucco and mortar.
It also develops and manufactures color pigments for the paints, coatings, plastics, paper and rubber end-use markets including its brands Ferroxide, Trans-oxide, Solaplex, Solarox and Colourplex. It produces a wide variety of pigments that include synthetic iron-oxides, corrosion inhibitor pigments, complex inorganic color pigments and process natural pigments such as burnt umbers and siennas. Its iron-oxide pigments are also used in a variety of specialty applications such as toner for printers and copiers, security inks used to print bank notes, catalysts for styrene production and cosmetics.
The Company�� Timber Treatment Chemicals business line manufactures food protection products primarily in North America and Europe. Its Timber Treatment Chemicals business also manufactures inorganic chemicals such as nitrates and chlorides for various industrial applications including chemicals that are added to concrete as curing accelerants and corrosion inhibitors, chemicals that are used for odor control in water treatment, galvanizing fluxes, micronutrients, pesticides and catalysts used in the manufacture of textile resins. The Company also develops and manufacture inorganic metallic chemicals for certain specialty markets. Its Clay-based Additives business develops and manufactures a range of specialty rheology modifiers and additives.
The Company competes with Lanxess AG, Cathay Pigment! s Group, ! Interstar Materials Inc. and Shanghai Yipin Pigments Co., Ltd., Lonza Group Ltd, Osmose, Inc., BASF Group, Kurt Obermeier GmbH & Co. KG, Rutgers AG, Elementis plc, Laviosa Chimica Mineraria S.p.A., R.T. Vanderbilt Company, Inc., Amcol, and Feralco AB.
Titanium Dioxide Pigments
The Company�� Titanium Dioxide Pigments segment operates under the Sachtleben brand name. Titanium Dioxide Pigments consists of two business lines: Titanium Dioxide and Functional Additives. It produces specialty grade titanium dioxide (TiO2) serving a variety of customers in the synthetic fibers, plastics, paints, packaging inks, coatings, cosmetics, pharmaceuticals and paper industries. The Company also develops TiO2 pigments, which are mainly used in special applications such as selected coatings, paints, packaging inks, plastics and laminated paper production processes. Its Functional Additives business line is a global manufacturer of barium-based and zinc-based inorganic fine white pigments and additives.
The Company competes with Fuji Titanium Industry Co., Ltd, Kronos Worldwide, Inc, DuPont Titanium Technologies, Cristal Global, Tronox Incorporated, Huntsman LLC, Tayca Corporation, Ishihara Corporation and Evonik Degussa., Solvay S.A., Gruppo Chimico Dalton S.p.A., Sakai Chemical Industry Co., Ltd.
Advanced Ceramics
The Company�� Advanced Ceramics segment operates under the CeramTec brand name. The Company produces ceramic components for hip joint prostheses, such as ball heads and inserts and ceramic glove formers latex gloves. The Company develops and manufacture products used in cutting tools, other tools and tooling systems. The Company develops and manufactures ceramic components that are used in mechanical applications and systems. Its products in mechanical applications include cutting blades, drawing and forming tools, drawing cones and capstans, guide elements, precision parts, pre-forms and friction discs. It also produces products used for app! lications! in certain niche markets, such as electrical/thermal and ceramic metal connections, pre-forms for the casting process of piston engines, mainly for diesel engines, and wear and corrosion protection in industrial plants and armor components used in vehicle protection.
The Company competes with Kyocera Corporation, CoorsTek, Inc., The Morgan Crucible Company plc and 3M.
Advisors' Opinion:- [By Ben Levisohn]
Air Products & Chemicals’ (APD) gain is Rockwood Holdings’ (ROC) loss after Air Products hired away Rockwood’s CEO Seifi Ghasemi to run the chemical company.
10 Best Chemical Stocks For 2014: Celanese Corporation (CE)
Celanese Corporation, a technology and specialty materials company, engages in manufacture and sale of value-added chemicals, thermoplastic polymers, and other chemical-based products. It operates through four business segments: Advanced Engineered Materials, Consumer Specialties, Industrial Specialties, and Acetyl Intermediates. The Advanced Engineered Materials segment offers specialty polymers for application in automotive, medical, and electronics products, as well as other consumer and industrial applications. The Consumer Specialties segment provides cellulose acetate flake, film, and tow that are primarily used in filter products applications; Sunett, a sweetener; and food protection ingredients, such as sorbates and sorbic acid for the food, beverage, and pharmaceutical industries. The Industrial Specialties segment produces emulsions and ethylene vinyl acetate (EVA) performance polymers. Its emulsions products are used in applications, such as paints and coatings, adhesives, construction, glass fiber, textiles, and paper; and EVA performance polymers are used in flexible packaging films, lamination film products, hot melt adhesives, medical products, automotive, carpeting and photovoltaic cells. The Acetyl Intermediates segment offers acetyl products, including acetic acid, vinyl acetate monomer, acetic anhydride, and acetate esters for use as starting materials for colorants, paints, adhesives, coatings, and medicines. It also provides organic solvents and intermediates for pharmaceutical, agricultural, and chemical products. The company offers its products directly, as well as through distributors and electronic marketplaces in North America, Europe, Africa, the Asia-Pacific, and South America. Celanese Corporation was founded in 2004 and is headquartered in Dallas, Texas.
Advisors' Opinion:- [By Magic Diligence]
Given this fact, and the fact that consumer electronics (CE) is a cyclical industry, flash supply and demand balance is very tenuous. Frantic production to catch up to demand often leads to dramatic over-supply when the CE market cools off. One needs only to look at SanDisk's financials to see this. The company swung from a $917 dollar operations loss in 2008 to a $1.5 billion dollar profit in 2011, and which was then cut in half to just a $700 million profit the following year!
- [By Travis Hoium]
What: Shares of chemical maker Celanese (NYSE: CE ) jumped as much as 16% today after the company released earnings.
So what: Revenue fell slightly in the first quarter, to $1.61 billion, but adjusted earnings per share jumped 44%, to $1.14. Revenue was in line with expectations, and earnings crushed the $0.79 that analysts expected.�
- [By Eric Volkman]
Celanese (NYSE: CE ) will have to pony up a significantly higher amount of money for its shareholder payouts. The company has declared a common stock dividend of $0.18 per share, to be paid on August 15 to shareholders of record as of August 5. That amount is exactly double the company's previous distribution of $0.09.
10 Best Chemical Stocks For 2014: Syngenta AG (SYNN)
Syngenta AG is a Switzerland-based company engaged in production of products for crop productivity. The Company's businesses include herbicides, insecticides and fungicides for crop protection, field crops, vegetables and flower seeds, seed care products and turf, garden, home care and public health products. The Company diversifies its operations into four geographical segments (Europe, Africa and Middle East; North America; Latin America and Asia Pacific), which represent the integrated Crop Protection and Seeds business areas, as well as a separate global segment Lawn and Garden. The Crop Protection business is active in herbicides, insecticides and fungicides manufacture. The Seeds business produces and sells seeds for growing corn, soybeans, sunflower, and sugar beet, among others. The Lawn and Garden business offers a range of products for use in the flower genetics, ornamentals, consumer lawn and garden, and Turf and landscape markets. Advisors' Opinion:- [By Sofia Horta e Costa]
Volvo AB (VOLVB) advanced the most in 10 months after the world�� second-largest truckmaker reported second-quarter earnings that beat forecasts. EasyJet climbed 3.7 percent after saying quarterly sales rose 11 percent on higher capacity utilization and revenue per seat. Syngenta (SYNN) AG fell 4 percent after posting first-half profit and revenue that trailed forecasts.
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