What: Shares of Kraton Performance Polymers (NYSE: KRA) had investors asking for more today, rising as much as 14.6% on weirdly mild trading volume.

So what: CFO Steve Tremblay held the floor at an industry conference today, but posted the slide deck for review a few hours earlier. The central message of rampant growth in Asia and margin expansion appears to have struck a chord with investors.

Now what: The stock may also have caught some waves from the praise being heaped on chemical giants DuPont (NYSE: DD) and Dow Chemical (NYSE: DOW) today, both of which have been singled out by analysts and reporters as fantastic businesses with undervalued shares. Moreover, Kraton's shares collapsed last week amid macroeconomic worries and were due for a rebound. All three of the companies I mentioned are high-quality firms with 4 out of 5 CAPS stars, and you shouldn't be surprised to see them rebounding strongly on a good day for the Dow Industrial Average (INDEX: ^DJI).

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