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Rockwood Holdings, Inc.

  • Stock Alert: This One Looks Ready to Explode

    By Neha Chamaria - February 21, 2013 | Tickers: DD, HUN, ROC 130817C00060000, SQM

    I found Rockwood Holdings’ (NYSE: ROC) fourth-quarter earnings call particularly interesting because it said almost everything about what’s going to keep Rockwood’s stock moving in the near future. Yes, Rockwood’s stock might have gained 17% year-to-date, but it might just be the beginning. In one line, it will be a buy and sell story. As Rockwood buys and sells, you should consider buying ... the stock, that is more »

  • 3 Top Picks in the Chemical Sector

    By Masam Abbas - February 11, 2013 | Tickers: ASH, ROC 130817C00060000, DOW

    It is true that the chemical space saw a boost in their earnings due to the savings from the shale gas as well as consolidation in the same industry. However, this in no way means that these stocks may have reached their peaks and will not appreciate in 2013. I have selected three stocks; two of them have already seen capital appreciation in double digits while one of them went more »

  • Iridian Asset Management Owns 6% of W.R. Grace

    By Meena Krishnamsetty - February 2, 2013 | Tickers: ALB, MEOH, ROC 130817C00060000, RPM, GRA

    A 13G filed with the SEC has disclosed that Iridian Asset Management, a special situations fund managed by David Cohen and Harold Levy, now owns 4.5 million shares of W.R. Grace (NYSE: GRA). W.R. Grace is a $5.4 billion market cap specialty chemicals company best known for its catalysts which are used to convert oil into transportation fuels. In the third quarter of 2012, Iridian increased more »

  • Tis the Season for Titanium Dioxide Companies

    By Josef Ray Dagatan - December 26, 2012 | Tickers: KRO, NL, ROC 130817C00060000, TROX, VHI

    Life is a series of rising and falling, sometimes we’re up, sometimes down. When we’re up, we want to stay there the best way we know how and when we’re down, we try the best way we know how to get back up. Trading in the stock market is similar to life for investments as well, they both have cycles of rising and falling values. The peak more »

  • Steadfast Capital Management Just Bought This Stock

    By Meena Krishnamsetty - November 13, 2012 | Tickers: APD, MEOH, PDH, POL, ROC 130817C00060000

    According to a filing with the SEC, Steadfast Capital Management has acquired a total of 7.2 million shares of PetroLogistics LP (NYSE: PDH), representing just over 5% of the total shares outstanding. PetroLogistics is a $1.6 billion market cap company that processes propane into propylene (a raw material critical to the petrochemical industry). The company went public in May, with the stock falling 30% in what has been more »

  • Lithium Could Become One of the Most Important Elements

    By Nihar Patel - October 12, 2012 | Tickers: FMC, LIT, ROC 130817C00060000

    Here in California the gas prices are insane. Hopefully, one day electric cars will save us all. In the meantime electric has the problem of our batteries not being up to snuff. Emerging battery technologies aside, lithium-ion is what we have right now. Lithium ion batteries are used in everything from cellphones to cars to cameras. It is a shame that the list goes through three Cs. If I had more »

  • Atlantic Investment Management Likes This Chemicals Company

    By Meena Krishnamsetty - September 18, 2012 | Tickers: CYT, HUN, POL, ROC 130817C00060000, RPM

    Atlantic Investment Management, a fund run by Alexander Roepers with about $2 billion in assets under management, has filed with the SEC to disclose that it has purchased 3.9 million shares of Rockwood Holdings (NYSE: ROC). Rockwood is a $4 billion market cap company which developed specialty chemicals that are then used for a variety of functions, including auto bodies and pharmaceutical-related uses. Atlantic had initiated a position in more »

  • A First Look at Lithium Plays

    By Steve Van Tiem - August 16, 2012 | Tickers: FMC, LIT, ROC 130817C00060000, SQM, TLH

    Beyond its use in pharmaceutical drugs and maybe the song of the same name by grunge rock legends Nirvana, I‘ve never given any thought to lithium, especially in the context of investing and investment ideas. Pharmaceuticals comprise only about 2% of the end uses for lithium, however, and the majority of global lithium supply is used for other industrial and technological applications. The metal, which occurs fairly abundantly in more »

  • A Commodity that Packs a Charge.

    By Michael Mistaleski - July 26, 2012 | Tickers: FMC, ROC 130817C00060000, SQM

    Lithium is a commodity that can not be purchased on an exchange. The product is in growing demand for use in batteries for electric cars, cell phones and notebooks to name just a few. The continued growth in demand for high tech-tech gadgets with a need for lithium powered batteries makes it worth a look as an investment. Because of the demand for the product, companies have been able to more »

  • The Growth of Lithium

    By Mary Posey - July 23, 2012 | Tickers: FMC, RIO, ROC 130817C00060000, SQM

    The growing popularity of devices that use Lithium batteries is turning into a boom for miners.  Prices for lithium have tripled since 2000 as more products, such as the iPad and Toyota’s Prius, are using the technology.  Lithium’s use in technology has been growing about 20% a year since 2000, and today accounts for 30% of global lithium demand.  Approximately 95% of the lithium market is controlled by more »

  • How to Profit from Growing Lithium Demand

    By Andrés Cardenal - July 23, 2012 | Tickers: LIT, ROC 130817C00060000, SQM, TLTHF.PK

    Smartphones are a booming business all over the world, and tablets are in the first stages of what could be a gigantic market over the following years. These products require lithium for their batteries, and electric cars could mean another dramatic boost for lithium demand in the long term. Given an opportunity of this size, it makes sense to consider some alternatives to profit from growing lithium demand

    Lithium's more »

  • 5 Likely Takeover Target in Chemicals

    By Michael French - January 28, 2012 | Tickers: AXLL, CE, CF, EMN, FMC, HUN, ROC 130817C00060000, SOA.DL, WLK

    Eastman Chemical (NYSE: EMN) just announced the $4.7 billion purchase of Solutia (UNKNOWN: SOA.DL), which makes performance and nylon products used by automotive and architectural customers. The deal is expected to expanding Eastman Chemical’s specialty plastics and wood applications businesses and give it increased exposure to emerging markets.

    The friendly deal follows a $1.03 billion hostile bid by Westlake Chemical (NYSE: WLK) for Georgia Gulf (NYSE: AXLLmore »)