Date updated:06-21-2007
This is a "bottoms up" portfolio that solely focuses on company fundamentals.

-
CBT
Cabot Cp - $21.85
- +0.69%
- $21.44
This is a well established specialty chemicals firm that has a reputation for high quality intermediate products. Despite feedstock cost problems, its future growth will be driven by its rising presence in East Asia. It has made great strides in inkjets and nano insulation technology.

-
CCMP
Cabot Microelectr - $31.77
- -0.59%
- $31.72
This firm makes polishing slurries for silicone chips. It has a strong comparative advantage in technical innovation.

-
COG
Cabot Oil Gas Cp - $40.07
- -1.21%
- $40.17
Supplies of domestic natural gas are diminishing. This company has a long and strong history of increasiing the supply of gas.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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