DuPont

DD-N

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This company is not ACTIVE.

Analysis and Opinions about DD-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 14, 2014

(Top Pick Feb 20/14, Up 4.32%) Such a successful trade for 24 years in the spring. May 5 until end of year this one does not perform well so he got out. It averages a loss of 3% during this period.

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DuPont (DD-N)
May 14, 2014

(Top Pick Feb 20/14, Up 4.32%) Such a successful trade for 24 years in the spring. May 5 until end of year this one does not perform well so he got out. It averages a loss of 3% during this period.

TOP PICK
TOP PICK
February 20, 2014

From now into the beginning of May it has been up 96% of the time. Company is well run. Sold off performance coatings business. People are excited about this company.

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DuPont (DD-N)
February 20, 2014

From now into the beginning of May it has been up 96% of the time. Company is well run. Sold off performance coatings business. People are excited about this company.

BUY
BUY
February 18, 2014

Dow Chemical (DOW-N) or Dupont (DD-N) for a 2-3 year hold? He prefers this one. It is a business he has always liked. Good management. Likes the agricultural side of their business. Have a lot of exposure to emerging markets. As China’s housing market slows down, there will be a bit of a ripple.

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DuPont (DD-N)
February 18, 2014

Dow Chemical (DOW-N) or Dupont (DD-N) for a 2-3 year hold? He prefers this one. It is a business he has always liked. Good management. Likes the agricultural side of their business. Have a lot of exposure to emerging markets. As China’s housing market slows down, there will be a bit of a ripple.

SELL
SELL
January 28, 2014

A broadly diversified company. In the midst of splitting up and selling their chemical business off. Great balance sheet and a very attractive dividend but organic growth is weak. The key business that has been growing is their agribusiness but that is a distant number #2 from companies like Monsanto. Would prefer something like 3M (MMM-N).

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DuPont (DD-N)
January 28, 2014

A broadly diversified company. In the midst of splitting up and selling their chemical business off. Great balance sheet and a very attractive dividend but organic growth is weak. The key business that has been growing is their agribusiness but that is a distant number #2 from companies like Monsanto. Would prefer something like 3M (MMM-N).

BUY WEAKNESS
BUY WEAKNESS
January 27, 2014

Probably his all-time favourite stock. Essentially it is an applied technology wonder. They are refocusing the company to 3 areas, high-grade materials, biodiversity and agriculture. Spinning off things that they feel have limited potential from here. This is a company that innovates. He would be a buyer at slightly below current levels.

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DuPont (DD-N)
January 27, 2014

Probably his all-time favourite stock. Essentially it is an applied technology wonder. They are refocusing the company to 3 areas, high-grade materials, biodiversity and agriculture. Spinning off things that they feel have limited potential from here. This is a company that innovates. He would be a buyer at slightly below current levels.

PAST TOP PICK
PAST TOP PICK
January 6, 2014

(A top pick Jan 30/13. Up 36.5%.) Bought this when earnings were depressed for a couple of quarters. Great company that is involved in several different businesses. A hedge fund recently got involved pushing them to spinoff its chemicals business.

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DuPont (DD-N)
January 6, 2014

(A top pick Jan 30/13. Up 36.5%.) Bought this when earnings were depressed for a couple of quarters. Great company that is involved in several different businesses. A hedge fund recently got involved pushing them to spinoff its chemicals business.

PAST TOP PICK
PAST TOP PICK
November 13, 2013

(A Top Pick Nov 21/12. Up 47.96%.) Sold their coating business. It is more of a capital allocation situation for them. They used the money to increase their dividend and increased buybacks. Thinks the selling of their performance chemicals business will be a catalyst for the stock to go higher.

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DuPont (DD-N)
November 13, 2013

(A Top Pick Nov 21/12. Up 47.96%.) Sold their coating business. It is more of a capital allocation situation for them. They used the money to increase their dividend and increased buybacks. Thinks the selling of their performance chemicals business will be a catalyst for the stock to go higher.

WAIT
WAIT
November 1, 2013

Sold his holdings a long time ago and regrets it. One of his favourite names in the chemicals/materials space in the US. Exceptionally well managed. Very consistent in talking to the street and their expectations of 5%-7% of organic growth. They are going to sell off some of their assets, specifically the titanium dioxide business. Wait for this to consolidate a little bit.

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DuPont (DD-N)
November 1, 2013

Sold his holdings a long time ago and regrets it. One of his favourite names in the chemicals/materials space in the US. Exceptionally well managed. Very consistent in talking to the street and their expectations of 5%-7% of organic growth. They are going to sell off some of their assets, specifically the titanium dioxide business. Wait for this to consolidate a little bit.

TOP PICK
TOP PICK
October 21, 2013

Is moving quickly away from being a traditional chemical company and a third comes out of agriculture and science, nutrition and health. Report tomorrow. Interested in that they want to sell their titanium dioxide division.

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DuPont (DD-N)
October 21, 2013

Is moving quickly away from being a traditional chemical company and a third comes out of agriculture and science, nutrition and health. Report tomorrow. Interested in that they want to sell their titanium dioxide division.

COMMENT
COMMENT
May 7, 2013

(Market Call Minute.) On her watch list. She likes the name but it is very close to its target price.

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DuPont (DD-N)
May 7, 2013

(Market Call Minute.) On her watch list. She likes the name but it is very close to its target price.

PAST TOP PICK
PAST TOP PICK
March 27, 2013

(A Top Pick March 2/12. Down 1.35%.) Sold some of his holdings. Lukewarm on this one.

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DuPont (DD-N)
March 27, 2013

(A Top Pick March 2/12. Down 1.35%.) Sold some of his holdings. Lukewarm on this one.

BUY
BUY
March 26, 2013

One of the world’s largest chemical companies. Likes the chemical industry, particularly those that are US based. US companies use natural gas as their feedstock which is a cheap product right now. Europeans do the same thing except they use oil and the Chinese use coal. Low natural gas prices in the last few years have given US companies a major advantage. Chemical companies typically are not a buy and hold industry, so you need to be very careful.

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DuPont (DD-N)
March 26, 2013

One of the world’s largest chemical companies. Likes the chemical industry, particularly those that are US based. US companies use natural gas as their feedstock which is a cheap product right now. Europeans do the same thing except they use oil and the Chinese use coal. Low natural gas prices in the last few years have given US companies a major advantage. Chemical companies typically are not a buy and hold industry, so you need to be very careful.

PAST TOP PICK
PAST TOP PICK
February 5, 2013

(A Top Pick Feb 15/12. Down 0.82%.) Still likes. Their titanium dioxide franchise had a tough time with falling prices but the last report was very positive. About a 3rd of the company comes from what he considers high tech chemicals. Thinks this has a lot of promise for a patient investor. 3.6% dividend.

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DuPont (DD-N)
February 5, 2013

(A Top Pick Feb 15/12. Down 0.82%.) Still likes. Their titanium dioxide franchise had a tough time with falling prices but the last report was very positive. About a 3rd of the company comes from what he considers high tech chemicals. Thinks this has a lot of promise for a patient investor. 3.6% dividend.

TOP PICK
TOP PICK
January 30, 2013

A collection of about 5 different businesses with their largest being agriculture. Have been a huge investor in R&D over the years. Trading at a discount to its intrinsic value. Sees earnings rising over 50% over the next 5 years. Yield of 3.59%.

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DuPont (DD-N)
January 30, 2013

A collection of about 5 different businesses with their largest being agriculture. Have been a huge investor in R&D over the years. Trading at a discount to its intrinsic value. Sees earnings rising over 50% over the next 5 years. Yield of 3.59%.

BUY WEAKNESS
BUY WEAKNESS
December 27, 2012

Not expensive at about 12X earnings. Reasonable dividend yield. One of the issues they are facing is that in 2013 margins are going to be lower because they are having really strong headwinds in their chemical business and also, they are doing a lot of capital expenditures, which will help grow their business longer-term but will hurt operating earnings in the next little while. Feels you could get it cheaper at $39-$40.

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DuPont (DD-N)
December 27, 2012

Not expensive at about 12X earnings. Reasonable dividend yield. One of the issues they are facing is that in 2013 margins are going to be lower because they are having really strong headwinds in their chemical business and also, they are doing a lot of capital expenditures, which will help grow their business longer-term but will hurt operating earnings in the next little while. Feels you could get it cheaper at $39-$40.

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