
NYSE:DD
This summary was created by AI, based on 4 opinions in the last 12 months.
DuPont de Nemours Inc. (DD-N) is positioned as a compelling investment opportunity, particularly with its upcoming earnings report on Tuesday. Experts highlight the company's strong businesses in water and materials, crediting the CEO for effective leadership. A significant point of discussion among analysts is the anticipated split into two distinct companies: one focusing on fast-growing electronics and the other on stable industrials, healthcare, and water solutions. This restructuring is believed to unlock value, with estimates suggesting the sum of the parts may exceed current valuations, potentially reaching $100 per share. The sentiment around this stock leans towards being a break-up story, encouraging investors to remain patient as the company's true worth unfolds.
One of his favourite companies but he is waiting for it to pull back a bit. Most recently spun off the auto paint division, which is a plus. Major focus in recent years has been on agriculture. He would prefer it closer to the mid-$40’s. Has always liked their innovation and technological expertise.
His base case scenario is for a recession sometime next year and this is a cyclical story. A very well run and innovative company. There has been very modest growth globally and he doesn’t see this improving for at least a year and at some point it seems reasonable the markets will anticipate that and potentially sell these things off. This is one he would buy on weakness, which he thinks will happen in the 1st quarter.
Chart shows a little bit of a classic trend channel which is moving up. Probably at a reasonably good point as it is touching the bottom of the trend channel. There is some overhead resistance in the low $50’s, which could be your 1st target.