Agricultural & Specialty Chemicals

July 23, 2012

Buy ($175)

Companies covered: H. B. Fuller Company (NYSE:FUL), Valspar Corporation (The) (NYSE:VAL), Syngenta AG (NYSE:SYT), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Monsanto Company (NYSE:MON), E.I. du Pont de Nemours and Company (NYSE:DD), CF Industries Holdings, Inc. (NYSE:CF), Agrium Inc. (NYSE:AGU), RPM International Inc. (NYSE:RPM), OM Group, Inc. (NYSE:OMG), Mosaic Company (The) (NYSE:MOS), Koppers Holdings Inc. (NYSE:KOP), Intrepid Potash, Inc (NYSE:IPI), Huntsman Corporation (NYSE:HUN), Compass Minerals International, Inc. (NYSE:CMP), Cabot Corporation (NYSE:CBT), American Vanguard Corporation (NYSE:AVD)