Natural Resources >> Analyst Interviews >> November 8, 2001
TRACY MARSHBANKS is a Vice President at First Analysis Securities
Corporation. Previously, he was associated with Amoco Corp. He received
his Bachelor's degree in Chemical Engineering from Colorado State
University, his MBA from the University of Chicago and his PhD in
Chemical Engineering from Purdue University. Profile
ALLAN H. COHEN is a Managing Director at First Analysis Securities
Corporation. Prior to joining First Analysis, he was associated with
Kemper Securities, Valspar Corporation, Sherwin-Williams and Champion
International. He earned his BA degree from SUNY at Buffalo, his MBA
from the University of Chicago and his PhD from Northwestern University.
Dr. Cohen is a member of the American Chemical Society, the Commercial
Development Association and the Chemical Management Research
Association. He is married with three children. Dr. Cohen's personal
interests include bicycling, sailing, scuba diving, and his family. Profile
TWST: You both are proponents of the chemistry-enabled investmentthesis. What is that thesis and how do you apply it to the assessment of
investment opportunities?
Dr. Cohen: