Commodity Chemicals

ADA-ES, Inc. (NASDAQ: ADES) was awarded a $12M lawsuit against Calgon Carbon Corporation (NYSE: CCC) which is a one time, positive event, but according to accounting treatment from the Refined Coal Facilities sales, Pritchard is changing its EPS expectation from a gain of $0.15 to a loss of $0.22...

• Colgate-Palmolive (NYSE:CL) reported a one-cent second quarter beat with earnings of $1.17 on revenues up 1.8% to $3.8, shy of Street projections of $3.94 billion • Becton Dickinson (NYSE:BDX) topped consensus expectations by a nickel with fiscal third quarter earnings of $1.29 on a 3.1% revenue...

Of the four BRIC countries, Brazil seems to be the country that is in the strongest shape and has the greatest potential, over Russia, India, and China. Here are some facts about Brazil: 1. Brazil is the fifth largest country in the world by both population and area 2. It has the ninth highest...

These stocks are the top 5 percentage gainers on the NYSE today (volume greater than 100,000 shares). China Security & Surveillance (NYSE: CSR) is at $6.19, up 0.87 (16.35%). Sealy Corporation Sealy Corporation (NYSE: ZZ) is at $2.94, up 0.26 (9.70%). iStar Financial Inc. Common Stock (NYSE:...

If, after reading the blog content you might have an interest in participation for the mutual fund, please consider reading why this blog exists. [Jan 2008: Reader Pledges Toward Mutual Fund Launch] [May 2008: Frequently Asked Questions] Our story in Barron's [A New Kind of Fund Manager] [...

Calgon Carbon (NYSE: CCC) announced today that Stevan R. Schott (47) has been named vice president, chief financial officer, effective immediately. He will have responsibility for all corporate financial functions. Mr. Schott replaces Leroy M. Ball (42) who has accepted a position with another...

Year 3, Week 47 Major Position Changes To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'. Cash: 76.2% (v 70.8% last week) 17 long bias: 21.8% (v 16.8% last week)  2 short bias: 2.0% (v 12.5% last week) [Includes 1 'long dollar'...

As expected with such a large gap up as risk in "on" (wax on, wax off, student body left, student body right) some stop losses on the short side have hit this morning. It goes without saying that now that we are over both the 50 (exponential) and 200 day moving averages - the thought process...

Looks like everyone went to go watch the World Cup* matches and decided not to come back... very slow out there. *We were robbed! Celanese (CE) - a short I covered yesterday for a quick 5% gain has rebounded nicely from where I covered in the $27.50s.  I offered yesterday if it bounced I'd throw...

I am going to take a quick gain on the Celanese (CE) short I put on earlier this week; it has quickly fallen 5% from my entry so I'll take profits here and try to find a similar candidate.  What I've done is build a portfolio of names on the short side, generally in the 1.5-2.5% range and as each...

In an identical setup to the short I put on yesterday with Celanese (CE) I am shorting Discover Financial Services (DFS) just under the 200 day moving average of $13.98.  The logic is literally identical to the CE short so I won't rehash it, you can read the reasoning if it is not obvious here.  I'...

This rally has finally starting waking up some of the stocks on my limit short list and got them moving up.  Celanese (CE) has a fantasticly low risk short set up as it has been slapped back each time it rallies to the 200 day moving average the past 6 weeks.  Obviously in 'student body left'...

Shares of Georgia Gulf Corp. (NYSE: GGC) are higher on the session by 8.74%, currently trading at $16.80. The stock has been drifting lower over the past two months, but today’s rally has the stock nearing the 50-day moving average from the downside. Options traders are picking up calls on the...

Analysts at Piper Jaffray maintain their "neutral" rating on Clean Technology & Renewables (NYSE: CCC). The target price for CCC is set to $18. Clean Technology & Renewables has implemented several initiatives that “we believe could drive significant upside in the coming years.” “These...