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NFTRH+; A Specialty Chemicals and Materials Company Near a Buy Zone

Once again, the title is purposely left vague to keep the subject company under wraps. Cabot Corp. (CBT) is one that I know fairly well and have highlighted and traded in the past. The recent quarterly was good and the company appears stable in its business segments. In its chemicals/materials specialty, it is one that I think would benefit if Trump’s fiscal ‘reflation’ ever gets … Continue reading NFTRH+; A Specialty Chemicals and Materials Company Near a Buy Zone

Profit & Rotation Time Again; CCMP Out, CBT In

Knowing full well that the market is making me look smart (as opposed to me actually being smart) I made a handy switch.  CCMP, the Semiconductor manufacturing materials company, is now sold for a ridiculous 2 day profit and CBT, which I was just bemoaning missing out on yesterday, replaces it on its nice pullback. It’s pretty much what I mean when I say that … Continue reading Profit & Rotation Time Again; CCMP Out, CBT In

CCMP’s Daddy, Cabot Corp.

Many years ago Cabot Microelectronics, itself surging on earnings today per the previous post, was spun off by Cabot Corp., an industrial materials and chemical company (and long time maker of the ‘Carbon Black’ found in your Goodyear tires).  I was going to buy CBT as well, but was so stretched out time-wise that I failed to realize its earnings were yesterday.  Now the opportunity … Continue reading CCMP’s Daddy, Cabot Corp.