Rockwood Holdings, Inc. (NYSE:ROC)

new screen

Lithium batteries are going to be widely used for all sorts of electronics.

Cyclical, but this company is on a tear long-term.

Very well diversified customer base across industries. Their product markets are global. The make specialty products that require difficult and specific technology which (hopefully) provides some barriers against competition. Well positioned in the lithium market which should produce growing demand via battery technology in the coming years. Currently appears undervalued, management has been cranking out some great performance despite difficult conditions.

Stocks are priced for worst case scenario, especially this one.

believe down on EU uncertainty. Will resolve neutral-positive with industrial materials stocks (ROC) strengthening.

Lithium. Also, ceramic hip replacements. Solid earnings growth too.

Earnings estimates for $4.20-$4.30 for full year 2012. Current P/E of 12 times 2011 earnings of $3.63 per share. Undervalued at a PEG ratio of .63 since they are growing at earnings close to 19% for 2012. Lets say they earn $4.20 and trade at 16 times earnings in 2012. This puts my 12-18 month price target at $67.20 or 12.2% above current prices of $59.11.

playing on growth in the commercial sector

Just bought it in real life.
Zacks #1; Scwhab A.
Lithium leader.

Pullback, good growth estimates going forward. Zack rated #1.

The company's lithium resources will be worth a mint as the US moves towards electric vehicles and more portable devices. Plus, as it de-levers its balance sheet, it's earning will lever upwards at a rapid rate.

Lots of good stuff here including litium. As they continue to pay down their very high debt load, price should head higher. Great CF numbers and future growth.

low PEG, strong price uptrend

Extremely well positioned as a low cost lithium producer. Diversified in several other high tech industries. (titanium dioxide for plastic and paint additives, for example) Very favorable value at this stock price considering the current cash flow and future growth projections.

Lithium and plastics are just two of their many niches. 100% market share in the plastics used to create artificial hip and joint replacements in the US. Demand for lithium is snowballing and this company is poised to reap tremendous gains from this. Beyond Electric Cars and hip replacements the companies Lithium and plastic composites have several other key uses.

my top pick for 2011

energy of the future, lithium. buy it, hold it and be rewarded.

These guys are a major player in the lithium ion batteries market. This resource can be used for a number of different applications but primarily in the lithium ion battery for electric vehicles. I believe in the next five years that the price of lithium will explode. I believe Rockwell is the best play in this market.