Nalco Holding Company (NYSE:NLC)
The Company is a provider of integrated water treatment and process improvement services, chemicals and equipment programs for industrial and institutional applications.
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Water Pick
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Right place at the right time, global
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Good industrial company with one really terrible end market: Paper. Hurt them in 1Q07 which was a disappointment, but I'll speculate on a bounce back. Energy segment is strong. Should sell the paper business, and it will probably pop if they do.
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Lets see...we are at a 52week high.....Institutions are selling insiders are selling....huge debt to capital......i think we have a easy underperform here
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Nice defensive sector, deleveraging story
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overpriced to much debt
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Believe in this one. Global mean growth.
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water is about to go into bull market mode
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