Weak dollar. Lets keep exporting stuff! Maybe some lead back to China? Just kidding. How about just some POT(ash).

If you saw how excited the CEO was on Fast Money talking about the potential growth, you'd think he was smoking some. Perfect explanation of the growth: once people taste meat, they don't go back. Meat requires several times more grains to produce. Show me the POT baby.

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Riding the commercial airplane replacement and buildout cycle. Also, essential for the furnaces going into the power plants popping up in China every 2 weeks.

Perfect play on the power grid (along with PCU and PCP), both the decaying ones in the U.S. and the new grids to be build in China, India, Russia, Europe, Mid East, and Latin America. A growth-value. Hard to say that about many stocks. A lot of advanced energy-generation and energy-conservation technologies no one talks about.

No MDR, but should approach MDR's perfection with the opportunities in the Middle East and especially in Asia. The new products they're pushing including the CFB and Pluto platforms should help margins & efficiency explode.

4000% over 5 years, and still trading at the lower end of it's P/E range. This should not be classified as a Engineering & Construction company. It's a highly efficient mass (low cost) producer of oil & gas infrastructure.