Ceradyne, Inc. (CRDN)

fordfairmont (< 20) Submitted: 5/19/2008 5:23:09 PM : Start Price: $41.50 CRDN Score: -37.77

armor is obviously primary, but there's good side business exposure in solar, nuclear, materials refining, and semiconductors. Al and Cu require high heat ceramics for processing. semiconductor output worldwide is at record levels (semi.org). Solar is hot and ceradyne makes single use casting crucibles for the solar wafers. whoever makes solar chips needs wafers and crdn benefits whoever the supplier is. as long as we have a war going and/or oil goes up, crdn ought to benefit.