Dow Chemical

DOW-N Merged

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Analysis and Opinions about DOW-N Merged

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 18, 2019
This will move with oil prices, up or down. Look elsewhere. Not a good time in the cycle to buy this.
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Dow Chemical (DOW-N Merged)
December 18, 2019
This will move with oil prices, up or down. Look elsewhere. Not a good time in the cycle to buy this.
BUY WEAKNESS
BUY WEAKNESS
November 29, 2019
Dow is the chemical side, which is very cyclical. Worries of a recession in Germany and the Chinese trade drove stock prices down in August, but has since recovered nicely. A good buy on weakness. Not one of his core holdings.
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Dow Chemical (DOW-N Merged)
November 29, 2019
Dow is the chemical side, which is very cyclical. Worries of a recession in Germany and the Chinese trade drove stock prices down in August, but has since recovered nicely. A good buy on weakness. Not one of his core holdings.
COMMENT
COMMENT
August 15, 2019
It is split up into Dow and Dupont again. Dupont is a petro-chemical company going through difficult times. DOW is a bit more specialized. It has a 5%+ dividend. They are both defensive stocks over 10 years.
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It is split up into Dow and Dupont again. Dupont is a petro-chemical company going through difficult times. DOW is a bit more specialized. It has a 5%+ dividend. They are both defensive stocks over 10 years.
TOP PICK
TOP PICK
June 26, 2019
A defensive stock. Expects surprising growth. (Analysts’ price target is $60.45)
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A defensive stock. Expects surprising growth. (Analysts’ price target is $60.45)
PAST TOP PICK
PAST TOP PICK
November 21, 2017

(A Top Pick Dec 13/16. Up 7%.) This has merged and is going to split into 3 pieces. The underlying metrics of the 3 different businesses are all generally improving. Generates a lot of cash.

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Dow Chemical (DOW-N Merged)
November 21, 2017

(A Top Pick Dec 13/16. Up 7%.) This has merged and is going to split into 3 pieces. The underlying metrics of the 3 different businesses are all generally improving. Generates a lot of cash.

BUY
BUY
August 16, 2017

One of the themes that is starting to play out is materials, and chemicals would be included in this. This company has lots of opportunity. The economy is growing nicely and their business is improving. You get a very nice 3% dividend. If the US economy continues to perform, the stock is going to do well. It recently pulled back to $63, which is a great opportunity to buy it.

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One of the themes that is starting to play out is materials, and chemicals would be included in this. This company has lots of opportunity. The economy is growing nicely and their business is improving. You get a very nice 3% dividend. If the US economy continues to perform, the stock is going to do well. It recently pulled back to $63, which is a great opportunity to buy it.

TOP PICK
TOP PICK
February 14, 2017

This is a good company that is getting better. They are merging into DuPont (DD-N), and will wind up splitting into 3 pieces. The US has the lowest cost natural gas globally. In chemical companies, natural gas is the biggest cost. There are very persistent low natural gas prices because of what has happened with fracing in the US. The merging companies will likely unlock some value. They generated about a 20% dividend growth over the last 5 years. Dividend yield of 3.01%. (Analysts’ price target is $67.06.)

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Dow Chemical (DOW-N Merged)
February 14, 2017

This is a good company that is getting better. They are merging into DuPont (DD-N), and will wind up splitting into 3 pieces. The US has the lowest cost natural gas globally. In chemical companies, natural gas is the biggest cost. There are very persistent low natural gas prices because of what has happened with fracing in the US. The merging companies will likely unlock some value. They generated about a 20% dividend growth over the last 5 years. Dividend yield of 3.01%. (Analysts’ price target is $67.06.)

TOP PICK
TOP PICK
December 13, 2016

Going through a merger with DuPont, which should be approved sometime in 2017. There will be a spin out at 3 different businesses. They have grown their dividend at about 20% a year over the last 5 years. There is tremendous cost savings to be had. He likes the industrials group. Also, the feed stock that goes into the materials they produce, are at the lowest costs. Dividend yield of 3.16%. (Analysts’ price target is $61.44.)

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Dow Chemical (DOW-N Merged)
December 13, 2016

Going through a merger with DuPont, which should be approved sometime in 2017. There will be a spin out at 3 different businesses. They have grown their dividend at about 20% a year over the last 5 years. There is tremendous cost savings to be had. He likes the industrials group. Also, the feed stock that goes into the materials they produce, are at the lowest costs. Dividend yield of 3.16%. (Analysts’ price target is $61.44.)

BUY
BUY
September 1, 2016

One of his newest names, one of the highest quality companies in the world. Going through a merger with DD-N (Dupont). Once completed, they will spin off the business into 3 components. It has a rich dividend and growth. A recession would be the biggest risk, but he doesn’t see one on the horizon. He feels comfortable going forward in rate of dividend growth.

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Dow Chemical (DOW-N Merged)
September 1, 2016

One of his newest names, one of the highest quality companies in the world. Going through a merger with DD-N (Dupont). Once completed, they will spin off the business into 3 components. It has a rich dividend and growth. A recession would be the biggest risk, but he doesn’t see one on the horizon. He feels comfortable going forward in rate of dividend growth.

COMMENT
COMMENT
August 8, 2016

This has a planned merger with DuPont (DD-N), probably later this year or early next. These are both trading as if they are already a merged entity. He is of mixed feelings. There will be a bunch of cost cutting, which should boost earnings in the short term. Integrating these behemoth companies is never an easy task.

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This has a planned merger with DuPont (DD-N), probably later this year or early next. These are both trading as if they are already a merged entity. He is of mixed feelings. There will be a bunch of cost cutting, which should boost earnings in the short term. Integrating these behemoth companies is never an easy task.

BUY
BUY
June 14, 2016

DuPont (DD-N) and Dow (DOW-N) merger? Generally, when you put 2 big businesses together, there is going to be plenty of opportunity to cut costs and there are going to be synergies. Ultimately it is going to be a pretty good deal for shareholders. You could own either.

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DuPont (DD-N) and Dow (DOW-N) merger? Generally, when you put 2 big businesses together, there is going to be plenty of opportunity to cut costs and there are going to be synergies. Ultimately it is going to be a pretty good deal for shareholders. You could own either.

COMMENT
COMMENT
May 11, 2016

DuPont (DFT-N) or Dow (DOW-N)? This is going to merge with DuPont, and then split into 3 companies. It is hard to figure out what you are going to get in these 3 companies. There is not enough information yet.

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DuPont (DFT-N) or Dow (DOW-N)? This is going to merge with DuPont, and then split into 3 companies. It is hard to figure out what you are going to get in these 3 companies. There is not enough information yet.

COMMENT
COMMENT
March 2, 2016

Merging with DuPont (DD-N). This will be one of the great industrial companies of the world. They make products that everybody needs in the manufacturing business. Assumes there will be synergies because of cost cutting, and that there will be more pricing power than what they currently have. In the chemical industry much is dependent on the price of feedstock, which is oil and natural gas. This is one that people are going to want to own.

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Merging with DuPont (DD-N). This will be one of the great industrial companies of the world. They make products that everybody needs in the manufacturing business. Assumes there will be synergies because of cost cutting, and that there will be more pricing power than what they currently have. In the chemical industry much is dependent on the price of feedstock, which is oil and natural gas. This is one that people are going to want to own.

BUY
BUY
February 18, 2016

The chemical sector over the last few years has been the best place in basic materials. The low price of natural gas has helped. When the markets corrected, all chemical stocks sold off, found lows and tested them twice. This one is behaving quite well. The market is voting that this is one of the places you could see a good recovery.

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Dow Chemical (DOW-N Merged)
February 18, 2016

The chemical sector over the last few years has been the best place in basic materials. The low price of natural gas has helped. When the markets corrected, all chemical stocks sold off, found lows and tested them twice. This one is behaving quite well. The market is voting that this is one of the places you could see a good recovery.

PAST TOP PICK
PAST TOP PICK
October 22, 2015

(Top Pick Nov 7/14, Up 4.65%) He decided there were other things he liked better. It is recovering and the volume is coming back into the stock.

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(Top Pick Nov 7/14, Up 4.65%) He decided there were other things he liked better. It is recovering and the volume is coming back into the stock.

WAIT
WAIT
October 2, 2015

They had a huge spread benefit based on Nat gas prices. But the entire group has been trading down. It tends to be a cyclical stock. He would wait for another quarter before getting into another name like this. He prefers PPG-N.

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They had a huge spread benefit based on Nat gas prices. But the entire group has been trading down. It tends to be a cyclical stock. He would wait for another quarter before getting into another name like this. He prefers PPG-N.

COMMENT
COMMENT
March 13, 2015

This is a high beta play on economic growth, and particularly on industrial production. Given the weakness we are starting to see, he doesn’t like this.

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This is a high beta play on economic growth, and particularly on industrial production. Given the weakness we are starting to see, he doesn’t like this.

BUY
BUY
November 25, 2014

This is looking a lot better. There is an activist involved, which is one that tends to get the results. The chemical industry in general is one that is ripe for activism. A very cyclical industry. They tend to do things just at the wrong time. In general there is a renaissance in the chemical industry, because of low gas prices and a resurgence of the US oil/gas industry. This is probably a good time to be in this.

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Dow Chemical (DOW-N Merged)
November 25, 2014

This is looking a lot better. There is an activist involved, which is one that tends to get the results. The chemical industry in general is one that is ripe for activism. A very cyclical industry. They tend to do things just at the wrong time. In general there is a renaissance in the chemical industry, because of low gas prices and a resurgence of the US oil/gas industry. This is probably a good time to be in this.

COMMENT
COMMENT
November 25, 2014

One of the big input costs for chemicals is natural gas, and prices have been very weak for natural gas. This company benefits when the economy is a little stronger. It concerns him the way chemical stocks sold off in October. He wouldn’t want to see this dip below $50, so if you own, use that as a Stop. He would like to see it make a new high by trading through $55. Feels there may be better names. 3.2% dividend yield.

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Dow Chemical (DOW-N Merged)
November 25, 2014

One of the big input costs for chemicals is natural gas, and prices have been very weak for natural gas. This company benefits when the economy is a little stronger. It concerns him the way chemical stocks sold off in October. He wouldn’t want to see this dip below $50, so if you own, use that as a Stop. He would like to see it make a new high by trading through $55. Feels there may be better names. 3.2% dividend yield.

TOP PICK
TOP PICK
November 7, 2014

This company made a big switch. They were in commodity businesses that had low margins. Decided to shed some of their historic businesses and go into higher value chemical products that have higher margins. Low raw material costs pushed up margins for the 9th straight quarter in the plastics business. Have a lot of room to the upside. Yield of 2.99%.

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This company made a big switch. They were in commodity businesses that had low margins. Decided to shed some of their historic businesses and go into higher value chemical products that have higher margins. Low raw material costs pushed up margins for the 9th straight quarter in the plastics business. Have a lot of room to the upside. Yield of 2.99%.

COMMENT
COMMENT
October 14, 2014

This is a cyclical, so if we are in a global slowdown, it is very hard to know where this one is going to go. The last 3 weeks has been brutal on this stock. He would like to see it trade above $46.82 before he put any money into it. His model prices $40.34, a negative 10%.

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This is a cyclical, so if we are in a global slowdown, it is very hard to know where this one is going to go. The last 3 weeks has been brutal on this stock. He would like to see it trade above $46.82 before he put any money into it. His model prices $40.34, a negative 10%.

COMMENT
COMMENT
October 7, 2014

Have been selling off their commodity type businesses. Stock has held in relatively well. They are benefiting from low natural gas prices because as a chemical producer, natural gas is a big cost. This is on her watch list, but it hasn’t pulled back as much as some of the industrial names. Her preference would be for something that has pulled back more.

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Have been selling off their commodity type businesses. Stock has held in relatively well. They are benefiting from low natural gas prices because as a chemical producer, natural gas is a big cost. This is on her watch list, but it hasn’t pulled back as much as some of the industrial names. Her preference would be for something that has pulled back more.

HOLD
HOLD
September 15, 2014

You won’t get that much growth, but soft oil prices could benefit them. It had a decent run in the past two years. There is not a ton of upside, but there is a possibility of some earnings growth.

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Dow Chemical (DOW-N Merged)
September 15, 2014

You won’t get that much growth, but soft oil prices could benefit them. It had a decent run in the past two years. There is not a ton of upside, but there is a possibility of some earnings growth.

SELL
SELL
June 24, 2014

It is in the materials space and they do better later into the cycle. It is getting a bit frothy. 16 times forward PE. Take profits.

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It is in the materials space and they do better later into the cycle. It is getting a bit frothy. 16 times forward PE. Take profits.

BUY
BUY
June 3, 2014

Likes companies like this because of the structural trend towards lower natural gas prices in North America. Any time you can find a chemical company that has a lot of North American-based production, that puts them at a very good advantage relative to European and Asian production. Nice dividend yield.

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Likes companies like this because of the structural trend towards lower natural gas prices in North America. Any time you can find a chemical company that has a lot of North American-based production, that puts them at a very good advantage relative to European and Asian production. Nice dividend yield.

HOLD
HOLD
May 20, 2014

This company and DuPont (DD-N) are trying to shed non-core assets, which are mostly the plastic businesses. They generate a ton of cash flow. Earnings have been good and the stocks have been rising in this rally because this latest rally has been on the back of industrials and the big commodity companies. This is a good company and will continue to do what it is supposed to do as long as the economy continues going forward.

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This company and DuPont (DD-N) are trying to shed non-core assets, which are mostly the plastic businesses. They generate a ton of cash flow. Earnings have been good and the stocks have been rising in this rally because this latest rally has been on the back of industrials and the big commodity companies. This is a good company and will continue to do what it is supposed to do as long as the economy continues going forward.

HOLD
HOLD
February 27, 2014

Done a good job of repositioning business over the last few years and focusing on more specialty products. Getting better margins on their products. Costs are relatively low because of oil and gas prices. Good play on a slowly improving US economy and improving housing and auto markets. Continue to own.

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Dow Chemical (DOW-N Merged)
February 27, 2014

Done a good job of repositioning business over the last few years and focusing on more specialty products. Getting better margins on their products. Costs are relatively low because of oil and gas prices. Good play on a slowly improving US economy and improving housing and auto markets. Continue to own.

COMMENT
COMMENT
February 18, 2014

Dow Chemical (DOW-N) or Dupont (DD-N) for a 2-3 year hold? He prefers Dupont.

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Dow Chemical (DOW-N Merged)
February 18, 2014

Dow Chemical (DOW-N) or Dupont (DD-N) for a 2-3 year hold? He prefers Dupont.

BUY WEAKNESS
BUY WEAKNESS
December 4, 2013

Just announced they were selling off $3-$4 billion of assets. Companies like this have very strong seasonality at this time of year, usually from around October right through until at least the end of the year and into the springtime as well. Chart shows the stock is trying to form a base. Longer-term technicals are pretty good. Any kind of weakness you see in the next couple of weeks is an opportunity to Buy.

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Just announced they were selling off $3-$4 billion of assets. Companies like this have very strong seasonality at this time of year, usually from around October right through until at least the end of the year and into the springtime as well. Chart shows the stock is trying to form a base. Longer-term technicals are pretty good. Any kind of weakness you see in the next couple of weeks is an opportunity to Buy.

PAST TOP PICK
PAST TOP PICK
August 20, 2013

(Top Pick Aug 22/12, Up 27.52%) Sold not too long after recommending it. Was concerned about global growth. Moved into Qualcom.

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(Top Pick Aug 22/12, Up 27.52%) Sold not too long after recommending it. Was concerned about global growth. Moved into Qualcom.

DON'T BUY
DON'T BUY
August 9, 2013

Recently broke above some important resistance levels. Chemicals have a tendency to peak right around now. You will have an opportunity to purchase late this year.

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Recently broke above some important resistance levels. Chemicals have a tendency to peak right around now. You will have an opportunity to purchase late this year.

BUY
BUY
August 8, 2013

Chemical companies are benefiting from boom in oil and gas production. Benefit as industrial economy gets better. A spectrum of industrial exposure. 3.5% yield.

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Chemical companies are benefiting from boom in oil and gas production. Benefit as industrial economy gets better. A spectrum of industrial exposure. 3.5% yield.

DON'T BUY
DON'T BUY
August 7, 2013

History shows that $29.29 is the ceiling on this stock. Would look elsewhere.

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History shows that $29.29 is the ceiling on this stock. Would look elsewhere.

PARTIAL SELL
PARTIAL SELL
May 8, 2013

Is the same as it was last year at this time. There is seasonality. He would look to take some off the table. If you are a longer term believer then you might want to hold.

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Is the same as it was last year at this time. There is seasonality. He would look to take some off the table. If you are a longer term believer then you might want to hold.

SELL
SELL
April 12, 2013

Chemical stocks like this usually do very, very well from around November until this time of year. This year, it did okay but recently has not been doing as well. Chart shows it has developed a slight downward trend. It’s below its 20 day moving average. If you own, it might be an opportunity to take money off the table.

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Chemical stocks like this usually do very, very well from around November until this time of year. This year, it did okay but recently has not been doing as well. Chart shows it has developed a slight downward trend. It’s below its 20 day moving average. If you own, it might be an opportunity to take money off the table.

HOLD
HOLD
April 2, 2013

In the global chemicals industry, there is too much capacity right now and the middle east is bringing on even more capacity at a frenetic rate. Dow has cheaper feedstock through cheap gas and oil. Very attractive dividend at almost 4%.

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In the global chemicals industry, there is too much capacity right now and the middle east is bringing on even more capacity at a frenetic rate. Dow has cheaper feedstock through cheap gas and oil. Very attractive dividend at almost 4%.

COMMENT
COMMENT
January 10, 2013

A pure play on global expansion. Sold his holdings a couple of months ago because he wanted to lessen his exposure to pure industrials and pure global plays. No real expansion probabilities with this one.

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A pure play on global expansion. Sold his holdings a couple of months ago because he wanted to lessen his exposure to pure industrials and pure global plays. No real expansion probabilities with this one.

COMMENT
COMMENT
December 5, 2012

Nothing wrong with their business mix and how they function. You have to look at this in an environment where we are talking about relatively low global growth. There is no rush to get into a firm like this. This is one where you want to pick and choose your entry point.

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Nothing wrong with their business mix and how they function. You have to look at this in an environment where we are talking about relatively low global growth. There is no rush to get into a firm like this. This is one where you want to pick and choose your entry point.

PAST TOP PICK
PAST TOP PICK
November 21, 2012

(Top Pick Nov 23/11, Up 21.83%)

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Dow Chemical (DOW-N Merged)
November 21, 2012

(Top Pick Nov 23/11, Up 21.83%)

WAIT
WAIT
September 5, 2012

This is on her watch list as it is one of those companies that is benefiting from low natural gas prices. However, chemical stocks are being slowed by macro economic growth. She would rather wait and see more clarity and positive signposts that things are starting to improve.

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Dow Chemical (DOW-N Merged)
September 5, 2012

This is on her watch list as it is one of those companies that is benefiting from low natural gas prices. However, chemical stocks are being slowed by macro economic growth. She would rather wait and see more clarity and positive signposts that things are starting to improve.

BUY
BUY
August 24, 2012

Have come out with a new corn seed that will help with the worst US drought in a long time. They ran out and could not make enough. Their AG side is doing well but their chemical side is not doing as well. This is an entry point.

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