Friday, November 14, 2014

Top 5 Chemical Stocks To Own For 2014

Bad news comes in pairs. After a new Markit report�put manufacturing growth at a six-month low, a new Institute for Supply Management (ISM) report tells a similar tale.

Based on surveys of purchasing managers, the ISM's April Purchasing Managers Index clocked in at 50.7%, 0.6 percentage point below March's numbers.

Source: Author, data from ISM�

Although this marks the fifth straight month �of overall expansion, and the 47th�consecutive month of economic growth, the ever-important manufacturing rate fell for the second month in a row, to reach a new 2013 low. Analysts had expected a 51% reading for April.

New orders and production components crept up 0.9 points and 1.3 points, respectively, but a whopping four percentage point decrease in employment, to 50.2, stymied any April growth prospects.

At the industry level, "furniture & related products" reported the largest growth, followed by "printing & related support activities," and "electrical equipment, appliances, & components." Three of the 18 industries ("wood products," "food, beverage, & tobacco products," and "chemical products") reported contraction for April.

Top Healthcare Equipment Stocks To Buy For 2015: E.I. du Pont de Nemours and Company(DD)

E. I. du Pont de Nemours and Company operates as a science and technology company worldwide. It operates in seven segments: Agriculture & Nutrition, Electronics & Communications, Performance Chemicals, Performance Coatings, Performance Materials, Safety & Protection, and Pharmaceuticals. The Agriculture & Nutrition segment provides hybrid seed corn and soybean seed, herbicides, fungicides, insecticides, value enhanced grains, and soy protein under the Pioneer brand name. The Electronics & Communications segment supplies materials and systems for photovoltaic products, consumer electronics, displays, and advanced printing. The Performance Chemicals segment offers fluorochemicals, fluoropolymers, specialty and industrial chemicals, and white pigments for various markets, such as plastics and coatings, textiles, mining, pulp and paper, water treatment, and healthcare. The Performance Coatings segment supplies high performance liquid and powder coatings for motor vehicle origi nal equipment manufacturers (OEM); the motor vehicle after-market; and general industrial applications, such as such as coatings for heavy equipment, pipes and appliances, and electrical insulation. The Performance Materials segment provides polymers, elastomers, films, parts, and systems and solutions for the automotive OEM and associated after-market industries, as well as electrical, electronics, packaging, construction, oil, photovoltaics, aerospace, chemical processing, and consumer durable goods. The Safety & Protection segment primarily offers nonwovens, aramids, and solid surfaces for the construction, transportation, communications, industrial chemicals, oil and gas, electric utilities, automotive, manufacturing, defense, homeland security, and safety consulting industries. The Pharmaceuticals segment represents its interest in the collaboration relating to Cozaar/Hyzaar antihypertensive drugs. The company was founded in 1802 and is headquartered in Wilmington, Dela ware.

Advisors' Opinion:
  • [By Rich Duprey]

    Consider France is poised to reimpose a ban on Monsanto's�MON 810 maize, and that includes�insect-resistant maize developed jointly by DuPont (NYSE: DD  ) and�Dow�Chemical (NYSE: DOW  ) �that the rest of Europe will be forced to accept. Although 19 of the 28 EU members voted against the GM corn, the�confederation's�weighted voting system meant it still passed.�Russia is also considering a complete ban on GMO products.

Top 5 Chemical Stocks To Own For 2014: LSB Industries Inc (LXU)

LSB Industries, Inc., incorporated on January 21, 1977, is a diversified holding company involved in manufacturing and marketing operations through its subsidiaries. The Company together with its wholly owned subsidiaries owns Chemical Business and Climate Control Business. Chemical Business manufactures and sells nitrogen-based chemical products produced from four facilities located in El Dorado, Arkansas; Cherokee, Alabama; Pryor, Oklahoma, and Baytown, Texas for the agricultural, industrial, and mining markets. Climate Control Business manufactures and sells a range of heating, ventilation and air conditioning (HVAC) products in the niche markets the Company serves consisting of geothermal and water source heat pumps, hydronic fan coils, large custom air handlers, modular geothermal and other chillers and other related products used to control the environment in commercial/institutional and residential new building construction, renovation of existing buildings and replacement of existing systems. On October 31, 2012, Zena Energy LLC acquired working interests in certain natural gas properties located in Wyoming County, Pennsylvania, within the Marcellus Shale.

Chemical Business

The Company�� products in the Chemical Business include high purity and commercial grade anhydrous ammonia for industrial and agricultural applications, industrial and fertilizer grade ammonium nitrate (AN), urea ammonium nitrate (UAN), sulfuric acids, nitric acids in various concentrations, nitrogen solutions, diesel exhaust fluid (DEF) and various other products. The Company�� Chemical Business is a supplier to chemical and industrial companies. Its other products include anhydrous ammonia, ammonium nitrate ammonia solution for agricultural applications, blended and regular nitric acid, mixed nitrating acids, and industrial grade AN and solutions for the mining industry. The Company sells hese agricultural products to farmers, ranchers, fertilizer dealers and distributors primarily in the ran! ch land and grain production markets in the United States. The Company�� Chemical Business establishes long-term relationships with wholesale agricultural distributors and retailers and also sells directly to agricultural end-users through its network of wholesale and retail distribution centers. The Company�� Chemical Business manufactures and sells industrial acids and other chemical products primarily to the polyurethane, paper, fibers, fuel additives, emission control, and electronics industries. Its Chemical Business is also a niche market supplier of industrial and high purity ammonia for many specialty applications, including the reduction of air emissions from power plants.

Climate Control Business

The Company�� Climate Control Business manufactures and sells a range of standard and custom designed geothermal and water source heat pumps and hydronic fan coils, as well as custom air handlers and modular chiller systems, including modular geothermal chillers and simultaneous heating and cooling modules. These products are for use in commercial/institutional and residential HVAC systems. Its products are installed in some of the commercial/institutional developments in the United States, including the Prudential Tower, Rockefeller Plaza, Trump Tower, Time Warner Center and many others. In addition, it has presence in the lodging sector with installations in numerous Hyatt, Marriott, Four Seasons, Starwood, Ritz Carlton and Hilton hotels, among others. Its Climate Control Business manufactures and distributes its products from seven facilities located in Oklahoma City, Oklahoma. The Company also provides geothermal heat pumps in residential and commercial/institutional applications. Its products are sold to the commercial/institutional markets, as well as single and multi-family residential new construction, renovation and replacements. The Company is a provider of hydronic fan coils targeting commercial and institutional markets. It manufactures its products in many! sizes an! d configurations, as required by the purchaser, to fit the space and capacity requirements of hotels, motels, schools, hospitals, apartment buildings, office buildings and other commercial/institutional or residential structures. The Climate Control Business sells its products primarily to mechanical contractors, original equipment manufacturers (OEMs) and distributors. Its Climate Control Business market includes commercial/institutional and residential new building construction, renovation of existing buildings and replacement of existing systems.

The Company competes with Agrium, CF Industries, Coffeyville Resources, Dyno Nobel, Koch, Potash Corporation, Yara International, Carrier, Trane, Nortek, McQuay, and Bosch.

Advisors' Opinion:
  • [By James E. Brumley]

    With a market cap of only $893 million, it's not like LSB Industries, Inc. (NYSE:LXU) is the kind of company that garners a ton of attention. On the other hand, over the past several months, LXU has garnered far more attention than it likely wanted. The turbulence seems to be mostly behind it, however, and though the stock is now overbought thanks to the proverbial clearing of the dust, for long-haul investors, LSB Industries may be worth a closer look.

Top 5 Chemical Stocks To Own For 2014: Lanxess AG (LXS)

Lanxess AG is a Germany-based chemical holding company. Its activities are divided into three main segments. The Performance Polymers segment encompasses the activities of the Lanxess Group in the production of rubber and plastics, and includes Butyl Rubbers, Performance Butadiene Rubbers, Technical Rubber Products and Semi-Crystalline Products business units. The Advanced Intermediates segment is engaged in the development, production and marketing of industrial and fine chemicals and includes Basic Chemicals and Saltigo business units. The Performance Chemicals segment combines the Group's application-oriented activities in the field of process and functional chemicals, and includes Material Protection Products, Inorganic Pigments, Functional Chemicals, Leather, Rhein Chemie, Rubber Chemicals and Ion Exchange Resins business units. The Company operates worldwide through its subsidiaries. Advisors' Opinion:
  • [By Sofia Horta e Costa]

    ThyssenKrupp AG (TKA), Germany�� largest steelmaker, rose to a five-week high. YOC AG (YOC) surged the most in more than three months after the mobile-phone advertising company said it sold 1.3 million euros ($1.7 million) of shares to increase capital. Lanxess AG (LXS), the chemical maker that joined the DAX in September, retreated 3.4 percent.

  • [By Jonathan Morgan]

    Lanxess AG (LXS), which makes specialty chemicals, plastics, and rubber used in car tires, jumped 6.6 percent to 57.21 euros. Michelin & Cie, Europe�� largest tiremaker, today reiterated its 2013 profit forecast as growing demand for high-margin tires for mining vehicles helps offset declining demand in Europe.

Top 5 Chemical Stocks To Own For 2014: Cabot Corp (CBT)

Cabot Corporation (Cabot), incorporated in 1960, is a global specialty chemicals and performance materials company. The Company�� principal products are rubber and specialty grade carbon blacks, fumed metal oxides, inkjet colorants, aerogels and cesium formate drilling fluids. Cabot and its affiliates have manufacturing facilities and operations in the United States and approximately 20 other countries. The Company operates in four business segments: the Core Segment, the Performance Segment, the New Business Segment and the Specialty Fluids Segment. It is organized into three geographic regions: The Americas; Europe, Middle East and Africa, and Asia Pacific. On January 23, 2012, the Company sold its Supermetals Business to Global Advanced Metals Pty Ltd. On August 1, 2012, it acquired Norit.

Core Segment

Carbon black is a form of elemental carbon that is manufactured in a highly controlled process to produce particles and aggregates of varied structure and surface chemistry, resulting in many different performance characteristics for a variety of applications. Its rubber blacks products are used in tires and industrial products. The Company owns, or has a controlling interest in, and operates plants that produce rubber blacks in Argentina, Brazil, Canada, China, Colombia, the Czech Republic, France, Indonesia, Italy, Japan, Malaysia, The Netherlands and the United States.

Performance Segment

The Performance Segment consists of two product lines: specialty grades of carbon black and thermoplastic concentrates; and fumed silica, fumed alumina and dispersions thereof. In each product line, it designs, manufactures and sells materials that deliver performance in a range of customer applications across the automotive, construction and infrastructure, and electronics and consumer products sectors. In addition, Cabot manufactures and sources thermoplastic concentrates and compounds that are marketed to the plastics industry. The Company owns, or has a ! controlling interest in, and operates plants that produce specialty grades of carbon black in China, The Netherlands and the United States. Its products are produced in facilities that it owns, or has a controlling interest in, located in Belgium, China and the United Arab Emirates. The Company also owns, or has a controlling interest in, manufacturing plants that produce fumed metal oxides in the United States, China, the United Kingdom and Germany. During the fiscal year ended September 30, 2011 (fiscal 2011), it closed its masterbatch manufacturing facility in Grigno, Italy.

New Business Segment

The Company�� New Business Segment consists of the Inkjet Colorants, Aerogel, Cabot Superior MicroPowders and Cabot Elastomer Composites Businesses. During fiscal 2011, its Cabot Elastomer Composites Business became part of its New Business Segment. The Company produces and sells aqueous inkjet colorants primarily to the inkjet printing market. Its inkjet colorants are produced for various inkjet printing applications, including small office and home office, corporate office, and commercial and industrial printing, as well as for other applications. Its inkjet colorants are manufactured at its facility in Haverhill, Massachusetts.

Cabot�� aerogel is a hydrophobic, silica-based particle with a high surface area that is used in a variety of thermal insulation and specialty chemical applications. In the construction industry, the product is used in insulative composite building products and translucent skylight, window, wall and roof systems for insulating eco-daylighting applications. In the oil and gas industry, aerogel is used to insulate subsea pipelines. In the specialty chemicals industry, the product is used to provide matte finishing, insulating and thickening properties for use in a variety of applications. It manufactures its aerogel products at its facility in Frankfurt, Germany.

The Company manufactures its aerogel products at its facility in F! rankfurt,! Germany. Finished products for use in the oil and gas industry are fabricated at a facility in Billerica, Massachusetts. The principal area of commercial focus for Cabot Superior MicroPowders Business (CSMP) is in developing covert taggants for a range of anti-counterfeiting security applications. Development and manufacturing activities are conducted primarily at its facilities in Albuquerque, New Mexico and Mountain View, California. In addition to the carbon black the Company makes using conventional carbon black manufacturing methods, it has developed elastomer composite products that are compounds of natural latex rubber and carbon black made by a liquid phase process. Its Cabot Elastomer Composites Business (CEC) products are targeted for tire, defense, mining, automotive and aerospace applications. It manufactures CEC products at its facility in Port Dickson, Malaysia.

Specialty Fluids Segment

The Company�� Specialty Fluids Segment produces and markets cesium formate as a drilling and completion fluid for use primarily in high pressure and high temperature oil and gas well construction. It has a mine and a cesium formate manufacturing facility in Manitoba, Canada, as well as fluid blending and reclamation facilities in Aberdeen, Scotland and in Bergen and Kristiansund, Norway.

The Company competes with Aspen Aerogel, Inc.

Advisors' Opinion:
  • [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.

  • [By Eric Volkman]

    Cabot (NYSE: CBT  ) has elected not to shift its dividend policy for the time being. The company declared its latest common stock distribution, which is to be $0.20 per share paid on September 13 to shareholders of record as of August 30.�That amount matches each of the firm's previous five distributions, the most recent of which was handed out in the middle of last month. Prior to that, Cabot paid $0.18 per share.

No comments:

Post a Comment