Mr. Thomas Loewald
President of Environmental Instruments
Thermo Fisher Scientific
www.thermofisher.com
NYSE:TMO

There are a number of important trends that we see, including: Commercialization and investment in second-generation security technologies that represent significant improvements over instruments purchased immediately after the attacks of September 11th. More

 

Environment Security

Our air, water, food supply chains, and utility grids are vulnerable to numerous threats from terrorist groups, criminal activity, pollution, hazardous waste mismanagement, and power blackouts. The costs of protecting our environmental life-sustaining systems are enormous.

But which companies are benefiting? The companies selected for our Environmental Security Watchlist are engaged in air, water and food safety, alternative energy and fuels, chemical attack detection & monitoring, nuclear and radiological detection & monitoring, and waste management, such as: American Power Conversion, Calgon Carbon, Chemtura, Clean Harbors, Donaldson, Evergreen Solar, Headwaters, Neogen, Strategic Diagnostics, Shaw Group, Stericycle, TRC and Waste Management.

Founded in 1981, American Power Conversion (www.apc.com) is a leading provider of global, end-to-end infrastructure availability solutions. The Company's comprehensive products and services offering, designed for both home and corporate environments, improves the availability, manageability and performance of sensitive electronic, network, communication and industrial equipment of all sizes. APC, headquartered in West Kingston, Rhode Island, reported sales of $1.46 billion for the year ended December 31, 2003 and is a Fortune 1000, Nasdaq 100 and S&P 500 Company.

Calgon Carbon Corporation (www.calgoncarbon.com) provides services, products and solutions for purifying water and air. The Company has four operating segments: Activated Carbon, Service, Engineered Solutions and Consumer. The Activated Carbon segment manufactures granular activated carbon for use in applications to remove organic compounds from water, air and other liquids and gases. The Service segment consists of reactivation of spent carbon and the leasing, monitoring and maintenance of mobile carbon adsorption equipment. The Engineered Solutions segment provides solutions to customers' air and water purification problems through the design, fabrication and operation of systems that utilize a combination of the Company's enabling technologies: carbon adsorption, ultraviolet light and advanced ion exchange separation. The Consumer segment primarily consists of the manufacture and sale of carbon cloth, lump charcoal and briquettes and new consumer products.

Chemtura Corporation is a global manufacturer and marketer of specialty chemicals, crop protection and pool, spa and home care products. Headquartered in Middlebury, Connecticut, the company has approximately 7,300 employees around the world. Additional information concerning Chemtura is available at www.chemtura.com.

Clean Harbors (www.cleanharbors.com) is North America's leading provider of environmental and hazardous waste management services. With an unmatched infrastructure of 48 waste management facilities, including nine landfills, five incineration locations and seven wastewater treatment centers, the Company provides essential services to more than 30,000 customers, comprising a majority of the Fortune 500, thousands of smaller private entities and numerous governmental agencies. Headquartered in Braintree, Massachusetts, Clean Harbors has more than 100 locations strategically positioned throughout North America in 36 U.S. states, six Canadian provinces, Mexico and Puerto Rico.

Donaldson Company (www.donaldson.com), headquartered in Minneapolis, Minn., is a leading worldwide provider of filtration systems and replacement parts. Founded in 1915, Donaldson is a technology-driven company committed to satisfying customer needs for filtration solutions through innovative research and development. Donaldson serves customers in the industrial and engine markets including dust collection, power generation, specialty filtration, compressed air purification, off-road equipment and trucks. Our 10,000 employees contribute to the company's success at over 30 manufacturing locations around the world. In fiscal year 2003, Donaldson reported sales of more than $1.2 billion and achieved its 14th consecutive year of double-digit earnings growth. Donaldson is a member of the S&P MidCap 400 Index and Donaldson shares are traded on the New York Stock Exchange under the symbol DCI.

Evergreen Solar (www.evergreensolar.com), develops, manufactures and markets solar power products using proprietary, low-cost manufacturing technologies. The Company's patented crystalline silicon technology, known as String Ribbon, uses significantly less silicon than conventional approaches. Evergreen's products provide reliable and environmentally clean electric power for residential and commercial applications globally.

Headwaters (www.hdwtrs.com) is a world leader in creating value through innovative advancements in the utilization of natural resources. The Company is focused on providing services to energy companies, conversion of fossil fuels into alternative energy products, and generally adding value to energy. Headwaters generates revenue from managing coal combustion products (CCPs) and from licensing its innovative chemical technology to produce an alternative fuel. Through its CCP business and its solid alternative fuels business, the Company earns a growing revenue stream that provides the capital needed to expand and acquire synergistic new business opportunities.

Neogen Corporation (www.neogen.com) develops and markets products dedicated to food and animal safety. The Company's Food Safety Division markets dehydrated culture media, and diagnostic test kits to detect food-borne bacteria, natural toxins, genetic modifications, food allergens, drug residues, plant diseases and sanitation concerns. Neogen's Animal Safety D ivision markets a complete line of diagnostics, veterinary instruments, veterinary pharmaceuticals, nutritional supplements, disinfectants, and rodenticides.

Strategic Diagnostics (www.sdix.com) is a leading provider of biotechnology-based diagnostic tests for a broad range of agricultural, industrial, and water treatment applications. Through its antibody business, Strategic BioSolutions, Strategic Diagnostics also provides antibody and immunoreagent research and development services. SDI's test kits are produced in a variety of formats suitable for field and laboratory use, offering advantages of accuracy, cost-effectiveness, portability, and rapid response. FeedChek(TM), Trait Chek(TM), GMO QuickChek(TM), and GMO Chek(TM) are pending trademarks for SDI.

The Shaw Group (www.steris.com) is a multi-faceted global organization that has two operating segments: healthcare and scientific and industrial. The healthcare business consists of products and services utilized by healthcare professionals to significantly reduce or eliminate microbial contamination within the healthcare environment. The portfolio includes infection prevention processing systems and specialty chemical products used for cleaning, disinfecting, sterilizing, drying and aerating medical and surgical instruments, devices and hard surfaces. The Steris scientific and industrial offerings include contamination prevention and control systems, products and services for pharmaceutical, biotechnology, medical device, critical research, laboratory research and industrial customers worldwide.

Stericycle (www.stericycle.com) provides medical waste collection, transportation, treatment and disposal services and safety and compliance programs to healthcare companies nationwide, including hospitals, physician and dental offices, laboratories and clinics. Medical waste includes single-use disposables such as needles, syringes, gloves and other supplies that have been in contact with blood or other bodily fluids, as well as blood, blood products and other items that could harbor infectious agents.

Thermo Fisher Scientific Inc. (NYSE: TMO - News) is the world leader in serving science, enabling our customers to make the world healthier, cleaner and safer. With an annual revenue rate of more than $9 billion, we employ 30,000 people and serve over 350,000 customers within pharmaceutical and biotech companies, hospitals and clinical diagnostic labs, universities, research institutions and government agencies, as well as environmental and industrial process control settings. Serving customers through two premier brands, Thermo Scientific and Fisher Scientific, we help solve analytical challenges from routine testing to complex research and discovery. Thermo Scientific offers customers a complete range of high-end analytical instruments as well as laboratory equipment, software, services, consumables and reagents to enable integrated laboratory workflow solutions. Fisher Scientific provides a complete portfolio of laboratory equipment, chemicals, supplies and services used in healthcare, scientific research, safety and education. Together, we offer the most convenient purchasing options to customers and continuously advance our technologies to accelerate the pace of scientific discovery, enhance value for customers and fuel growth for shareholders and employees alike. Visit www.thermofisher.com.

Named one of FORTUNE Magazine's 100 Fastest Growing Companies in 2003, Forbes Top 200 Best Small Companies, and Business Week's Top 100 Hot Growth Companies, TRC (www.TRCsolutions.com) is a customer-focused company that creates and implements sophisticated and innovative solutions to the challenges facing America's environmental, infrastructure, power, and transportation markets. The Company is also a leading provider of technical, financial, risk management, and construction services to both industry and government customers across the country.

Waste Management, Inc. is one of the leading providers of comprehensive waste management services. Based in Houston, the Company serves municipal, commercial, industrial and residential customers throughout North America. Additional information is available at www.wm.com. 

All of these companies are included in our Investment Guide To 350+ Security Stocks ©.