Mark Grammer Ibiden 4062-JP TOP PICK Jun 06, 2007

He's a big bull on diesel. Great mileage on his European Saube (800 km on a tank). This company makes the filters that are used to remove the black smoke from the exhaust. European Union is putting in environmental requirements for this, North America may get it. 50% of European market, 3% of North American market, it's going to grow. 30% upside over one year, and should double over 2 years.