Christine Poole PPG Industries PPG-N TOP PICK Feb 10, 2015

(A Top Pick Nov 11/14. Up 5.08%.) A global coatings company. They do architectural paint, coatings for airplanes, coatings for marine applications, etc. They are a leader in this space. About 45% of revenues are in North America, so currency has been a headwind. Also, have exposure in China and Europe through the auto space. Longer-term, auto sales, especially in China, is going to grow. A lot of input costs are crude oil based, so they should get a nice tailwind with lower raw material costs. Dividend yield of about 1.5%.

Paint and coatings for aerospace, industrial and autos. They are geographically diversified. Auto demand in China is a long term secular growth story. A lot of their input costs are energy based.

(A Top Pick Feb 10/15. Down 19.3%.) A global coatings company and has been under pressure. They are a leader in all their end markets. They also produce architectural paint as well as paint for the auto sector. Good shares in China, Europe as well as the US.

(A Top Pick April 14/15. Up 3.81%.) A global leading paint company. They do high performance coatings for airplanes, automotive coating and industrial coating as well as architectural painting. Very good acquisitors and have expanded their locations. Very well positioned and geographically diversified with leading positions in China, Europe and North America.

A global coatings company for houses, airplanes, cars and industrial applications. Their earnings numbers were guided down recently as they are divesting. They are also seeing continued weakness in Europe. She is sticking with it at present until earnings are announced. If you are going to buy wait for the earnings announcement.

Produces chemicals and products which are chemically-based, and is in a great sweet spot. There will be continued demand on the infrastructure side and input prices are low. A good company to be in.