Replies to post #71 on Cramer Picks - the Pumps and Pullbacks

[madrose1]

Chemical "clean-up" ...BF+EC+KFX+PLL+CCC+ADES...and PWEI .

Clean-up
BASF (BF) recently made a bid for Engelhard (EC). BF is the world's largest chemical company. EC makes emissions-control systems but also has an auto-parts business. Companies like EC that make dirty things clean are tremendously undervalued in Cramers opinion. Environmental regulations are only getting tougher also. Cramer pointed to 4 companies in the clean-up area:

KFx (KFX) - They turn low-energy coal into high-energy fuel without violating pollution standards.
Pall (PLL) - They make filters for semiconductors and blood to cardio filtration.

Calgon Carbon (CCC) - Hazardous-waste engineering company that deals with water purification.
ADA-ES (ADES) - The one stock to own. They work with utility companies to meet regulatory demands.
A piece of the energy sector not yet played out is PW Eagle (PWEI). They are a buy due to the PVC pipes they make that transport natural gas. Cramer thinks even with last years move there is still room to grow.