Agricultural & Specialty Chemicals

July 19, 2013

Topics covered: U.S. Corn Crop, Specialty Chemicals and Fertilizer Pricing Power, Paints and Coatings, Fertilizers, Emerging Market Demand, Crop Yield Management, Chemicals Companies Pricing Power, and Petrochemicals

Companies covered: Polypore International Inc (NYSE:PPO), OM Group, Inc. (NYSE:OMG), Monsanto Company (NYSE:MON), Hexcel Corporation (NYSE:HXL), W.R. Grace & Co. (NYSE:GRA), Avery Dennison Corporation (NYSE:AVY), American Vanguard Corporation (NYSE:AVD), Albemarle Corporation (NYSE:ALB), Valspar Corporation (The) (NYSE:VAL), Sherwin-Williams Company (The) (NYSE:SHW), RPM International Inc. (NYSE:RPM), PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), NewMarket Corporation (NYSE:NEU), Koppers Holdings Inc. (NYSE:KOP), Intrepid Potash, Inc (NYSE:IPI), Innospec Inc. (NASDAQ:IOSP), Huntsman Corporation (NYSE:HUN), Cytec Industries Inc. (NYSE:CYT), Carlisle Companies Incorporated (NYSE:CSL), Compass Minerals International, Inc. (NYSE:CMP), Cabot Corporation (NYSE:CBT), OMNOVA Solutions Inc. (NYSE:OMN), Minerals Technologies Inc. (NYSE:MTX), Quaker Chemical Corporation (NYSE:KWR), H. B. Fuller Company (NYSE:FUL), Pacific Ethanol, Inc. (NASDAQ:PEIX), Cyanotech Corporation (NASDAQ:CYAN), ADA-ES Inc.

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