Many chemical companies, including
Huntsman (NYSE:
HUN),
are trying hard to divest commodity businesses in favor of
higher-margin and more consistent specialty or differentiated product
lines. With an upcoming transaction with
Georgia Gulf (NYSE:
GGC) that will see it shed its commodity chlor-alkali business,
PPG (NYSE:
PPG)
is taking another strong step in that direction. Although PPG's strong
share in specialty coatings and growth potential in areas such as
optical and specialty materials are quite attractive, the stock's strong
performance this year seems to discount a lot of this already.
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http://www.investopedia.com/stock-analysis/2012/A-Much-Better-PPG-But-Not-Cheap-PPG-DD-GGC-COO1005.aspx
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