Tuesday, January 6, 2009

Stimulus: Tips on Trading the Caulk/Putty/Grout Complex

Hmm...strategies?...













I got nuthin'. The largest caulk manufacturers are privately held.
The largest caulk gun manufacturer is a family business.
The largest silicone supplier is Momentive Performance Materials Inc. (formerly GE Silicone) controlled by an affiliate of Apollo Management.
Their slogan is "Changing the way you think about caulk".
They seem to be hurting. Here's the last 10Q.
Looks like a job for Private Equity Man-

It's a beautiful day ... for a private equity group buyout. Bono has got in on the act with his private equity outfit, Elevation Partners.
It's a beautiful day ... for a private equity group buyout. Bono has got
in on the act with his private equity outfit, Elevation Partners.
Elevation Partners Investment Team.