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 ...

My latest post is up at RealMoney. I think there is still quite a bit of run left in the energy bull market. That belief has led me to some good picks, such as Patterson Uti (PTEN) and Flowserve (FLS) , as well as one bad one, Frontier Oil (FTO) . My models recently brought W&T Offshore (WTI) into focus, and I’m thinking it is more likely one of the former than the latter. The stock shows up very well in the Stock Market Beat models: Earnings momentum score: 1 (Positive) Earnings quality score: 5% (Positive) Price momentum score: 37% (Positive) Free cash flow yield: 10.6% (Positive) Return potential: 16.8% (Positive) Capital expenditures are ramping up, which will hurt free cash flow in the near time. If the expenditures are as successful as those of the past, however, the cash should start flowing again after a ...