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

OM Group Could Be Ready To Run On A Stronger Europe

Many specialty chemicals spent the last six months going nowhere fast, OM Group (NYSE:OMG) included. I've been watching this one, wondering if there might be a chance to get shares before the business started to improve on better demand in Europe. I don't think you can say that a recovery in Europe is a fait accompli, particularly in the passenger vehicle industry, but demand for automation, electrical, energy conversion, and alternative energy seems to be picking up. Considering the combination of recovering markets and a clean balance sheet with which to make accretive acquisitions, I like OM Group at these levels.

Skating Where The Puck Will Be

It's worth clarifying that buying OM Group is a play...

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