"Any company that can consistently create revenue out of air is worth a look," says Jim Stack, referring to Air Products & Chemicals (NYSE: APD).

In his InvesTech Market Analyst, the advisor and money manager explains, "We especially like a company that can create over $10 billion a year in sales ... from air (actually industrial gases)." Here, he explains the reasons he rates the shares a 'buy' in his model portfolio.

"For APD, much of that 'air' revenue comes from the sale of tonnage gases. Tonnage gas delivery involves the on-site or pipeline delivery of hydrogen and other chemicals to oil refineries.

"Being a great company is just half of the equation; buying a great company at a great price is the key to successful investing," says Jim Stack, a money manager noted for having accurately forecast the market's troubles over the past year.

In InvesTech Market Analyst, he looks to one stock that meets this criteria. He states, "An enviable line-up of dominant brands, outstanding profitability, financial strength, and attractive valuation make United Technologies (NYSE: UTX) a compelling buy."

"For most people, UTX is a behind-the-scenes powerhouse, providing many of the everyday industrial components we take for granted, but rarely think about.