Opinions David Fingold
Corteva Inc.CTVAUnspecifiedApr 25, 2022
It is probably the only crop protection and seeds business that is publicly traded. We need more productive seeds and chemicals in the agricultural business. There is a very low supplies to use ratio. The tight global grain market is due to the Ukraine/Russia conflict so Cortiva is important to the solution of the problem.
David FingoldUnknown
$57.30
Stock price when the opinion was issued
$77.03
As of Jun 05, 2026. Market Open.
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They make seeds and pesticides for agriculture, a sector which boomed this year. Corteva sales jumped this year, but will continue in years ahead. This isn't a fertilizer play (which is a trade, not investment). Farmers are and will buy Corteva's genetically modified seeds for the long-term. Despite its good run, CTVA still trades under 19x forward earnings.
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Was spun off from the Dow-Dupont merger. We're seeing a bull market in the fertilizer market. Corteva's genetically modified seeds produce the best yields in the business. A JPMorgan reports forecasts low agricultural yields and higher demand short-term.
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