One Underrated Hedge Fund Worth Paying Attention To: American International Group, Inc. (AIG), Google Inc (GOOG)

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Chemtura, the specialty chemical manufacturer, has returned in excess of 50% over the past twelve months, and analysts’ average price target indicates there’s still a 24% upside to be had. Longbow Research—who holds a Buy rating on the stock—said it best when analyzing the crux of this company’s bullish thesis, citing its “acquisition of Solaris’ bromine assets, a reinvigorated AgroSolutions pipeline, and an eventual divestiture of its consumer products” as key reasons to be optimistic.

Google, lastly, has made headlines of late for cracking the $800 mark for the first time since its 2004 IPO. Now trading slightly off their all-time high, many tech players are wondering what to do with the stock. While it may be tempting for some long-term investors to take their gains, Google still represents a nice ‘growth at a reasonable price’ play. At 14.8 times forward earnings and 3.6 times book, shares are at a slight discount to industry averages, and the sell-side’s forecasted EPS growth—17-18% next year—trumps even what’s expected of Apple by about four percentage points.

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