Ken Fisher recommended the following stocks in the July 21 issue of Forbes:

Dow Chemical:

a. superbly managed largest chemical company in the U.S.

b. Should overtake BASF someday as largest in world

c. sells only at 60% of revenue, 12 times 2008 earnings

d. 4.5% dividend

Rohm & Haas

a. owns Morton Salt

b. produces specialty chemicals

c. bought back 18% of shares in past four years

d. Sells at 1.1 times annual revenues, 11x 2008 forecasted earnings

e. 3.1% dividend

Franklin Resources

a. world leader in mutual funds

b. as stock prices rise, Franklin’s revenues rise

c. great CEO

d. should sell for more than 12.5x 2008 earnings

Ball

a. U.S. leader in metal and plastics containers

b. growing market share in a slow growth field

c. stock should do well when U.S stocks rally

d. sells at 70% of revenues and 12x 2008 earnings forecast

Merck and Pfizer

a. both are too cheap

b. congress isn;t going to kill prescription industry

c. selling at 10x and 7x 2008 forecasted earnings

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If you are looking for alternative energy oriented 'green' stocks, but you like high yields, you can actually find a combination of both. The following are a group of stocks involved in alternative energy in some way, such as wind power or solar energy or ethanol. They all pay dividends. PG&E Corp. (PCG) This California-based electric and gas utility serves 5 million customers. Their electrical generation comes from natural gas, nuclear, hydro, coal, geothermal, wind, and several other types of renewable sources. The P/E is 15 and the PEG is 1.91. The stock yields 4%. IdaCorp, Inc. (IDA) This holding company owns Idaho Power Company, which is involved in the generation, transmission, distribution, and sale of electric energy primarily in southern Idaho and eastern Oregon. Their electrical generation comes from hydroelectric, natural gas, diesel, coal, and geothermal plants. Geothermal is now considered a hot source energy. The P/E ...

In many markets, the larger companies are often responsible for rolling out new lines of products designed to make markets go. Unfortunately, many of these products are dreamt up by somebody in a lab or behind a desk. Getting into the field to really find out what’s what is all too often neglected. For those companies and investors willing to get down into the mud, there is a profit to be made in places that may have been overlooked.

Greenstone Holdings Inc., a specialty chemicals developer and marketer, works to develop and market construction related coatings, sealants and material specific protective chemical products. The company markets its products through direct sales channels, distributors and partnerships. Its flagship product is called GreenShield which works to protect construction materials from moisture damage.

Currently, the company has a small but growing stable of products. For the most part, each product is designed to increase efficiency

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On May 22, 5-star manager Neil Hennessy gave CNBC.com his Web Exclusive stock picks. But which stock did he slam?

Hennessy offered CNBC.com exclusively a list of value stocks that are worth a look, as investors wait for oil to top out:

Tupperware (TUP) cnbc_quoteComponent_init_getData("TUP","WSODQ_COMPONENT_TUP_ID0EQD15839609","WSODQ","true","ID0EQD15839609","off","false"); , Costco (COST) cnbc_quoteComponent_init_getData("COST","WSODQ_COMPONENT_COST_ID0ERAAC15839609","WSODQ","true","ID0ERAAC15839609","off","false"); , Airgas (ARG) cnbc_quoteComponent_init_getData("ARG","WSODQ_COMPONENT_ARG_ID0ERFAC15839609","WSODQ","true","ID0ERFAC15839609","off","false"); , AK Steel (AKS) cnbc_quoteComponent_init_getData("AKS","WSODQ_COMPONENT_AKS_ID0ERKAC15839609","WSODQ","true","ID0ERKAC15839609","off","false"); and Bunge (BG) cnbc_quoteComponent_init_getData("BG","WSODQ_COMPONENT_BG_ID0ERPAC15839609","WSODQ","true","ID0ERPAC15839609","off","false"); .

So it looks to me like

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My latest column is up at RealMoney as part of my series on wallflowers - stocks that have little or no analyst coverage. In this column I look at Innospec (IOSP), which makes fuel additives and other specialty chemicals that are sold primarily to oil refineries and other chemical and industrial companies. The company operates in three segments: fuel specialties, active chemicals and octane additives. Innospec has a monopoly position in the rapidly declining business of tetraethyl lead additives for gasoline. In the past, declines in that business have overshadowed growth in the remainder of the firm. Now accounting for just 16% of total revenue, I think the lead weight is becoming less burdensome. Innospec scores well in my models: Earnings momentum: Positive Earnings quality: Neutral Price momentum: Positive Free cash flow: Neutral Return potential: Positive Disclosure: At time of publication, William Trent has no position in the companies mentioned in this article. Sponsor: Financial Education Everything ...