Ian Shaffer DuPont de Nemours Inc. DD-N HOLD Oct 17, 2016

Reported a disappointing quarter today, but he feels is on the cusp to rise. He trusts the CEO who see green shoots in the electronics end markets that would drive company earnings.

Spun off a few divisions over the years, running out of divisions to spin out. Nothing wrong with the company, there's just better value elsewhere.

Can benefit from interest rate cuts, since its business is in homebuilding and related.

They're about to spin off into 3 public companies, masterminded by a great CEO. It's a top company.

They announced after today's close that they're accelerating the spin-off of a division and keeping the other. This will bring out more value. Worth holding onto.

In the current market it is hard to determine how much of the recent drop was China related, or market related. It is not good news, and the stock is down 24% YTD. It is also, of course, sensitive to the economy, which has gone from hot to cool to maybe cold. Good earnings growth is expected based on estimates, and even if this comes down a bit there should still be some earnings growth. We think it is cheap enough to hold through the current cycle. It may stay volatile in the short term, along with pretty much everything else. 
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They have one small division that Chinese authorities investigated, so the stock lost 25% of its value, and hasn't bounced back. He likes DD, but who knows what China will do during this trade war with Trump.

Chemical stocks have been weak over the last 2 years. So you can't pin that on tariffs. Within the space, the fertilizer stocks are much more interesting and have a better technical setup.

It reports Tuesday. The parts are worth more than the whole, making this an ideal break-up story. Be patient.

Will split into 2 companies: the fast-growing electronics and the steady industrials/healthcare/water business. Will be worth more than the sum, worth $100/share possibly.