Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Materion's Opportunities In Specialty Materials Well Worth Watching

Specialty materials companies can be, well, special. Oftentimes there is a lot of knowhow and technological capability that goes into the development and manufacture of specialty materials, and that can lead to market-beating stocks. "Can" is an important word here, though, as the performance of companies like Carpenter Technology (NYSE:CRS), OM Group (NYSE:OMG), and Rockwood (NYSE:ROC) has certainly been erratic and volatile and the label of specialty material does not guarantee any particular level of sales growth, margins, or stock market performance.

This brings me to Materion (NYSE:MTRN). Like OM Group and Rockwood, Materion's shares have enjoyed a good run this year, even though many of the company's core markets (including defense,...

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