Feeling Special Again

Producers are expressing more confidence about recovery and the outlook as solid profit gains persist in the third quarter. And more producers are making a case that earnings and margin recovery are in their early phases and will continue over the next few years. Rockwood Holdings last week said that its earnings per share would grow by more than 20%/year through 2015, largely by focusing on the areas of its portfolio that benefit from shifts in the energy market and demographic changes. The company is also targeting...

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