Dow Chemical

DOW-N Merged

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0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about DOW-N Merged

Signal
Opinion
Expert
WATCH
WATCH
January 6, 2009
Pullout by Kuwait on the expected takeover of Rohm & Haas Co. Some clarity is needed as to whether they pay the full $78 financing, selling some assets there will be some volatility in the short-term. Longer-term an excellent company. 10.6% dividend.
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Pullout by Kuwait on the expected takeover of Rohm & Haas Co. Some clarity is needed as to whether they pay the full $78 financing, selling some assets there will be some volatility in the short-term. Longer-term an excellent company. 10.6% dividend.
BUY
BUY
December 10, 2007
Always been a very well run company. Complicated company to try to figure out because of a lot of moving parts including being a very large petrochemical user. Good dividend yield and trading at pretty reasonable earnings.
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Dow Chemical (DOW-N Merged)
December 10, 2007
Always been a very well run company. Complicated company to try to figure out because of a lot of moving parts including being a very large petrochemical user. Good dividend yield and trading at pretty reasonable earnings.
COMMENT
COMMENT
July 18, 2007
Chemical stocks in general are acting extremely well. They are late cycle players. If you are a short-term investor, you might get a bump on this one.
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Chemical stocks in general are acting extremely well. They are late cycle players. If you are a short-term investor, you might get a bump on this one.
BUY
BUY
June 22, 2007
The rise in cost of feedstock has left the stock moving sideways the last 4 months. 3.7% dividend should be safe. The biggest impetus for them is to be able to pass costs onto their customers. Good-quality stock, but don't expect a lot of growth.
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The rise in cost of feedstock has left the stock moving sideways the last 4 months. 3.7% dividend should be safe. The biggest impetus for them is to be able to pass costs onto their customers. Good-quality stock, but don't expect a lot of growth.
COMMENT
COMMENT
April 23, 2007
One of the few industries that have reasonable pricing ability with their clients. Reasonably good cash flow. Not highly leveraged. Cyclical.
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One of the few industries that have reasonable pricing ability with their clients. Reasonably good cash flow. Not highly leveraged. Cyclical.
COMMENT
COMMENT
April 12, 2007
Chemical companies won through some tough times and DOW did a good job of restructuring.
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Chemical companies won through some tough times and DOW did a good job of restructuring.
HOLD
HOLD
January 31, 2007
Cyclical, so not a long-term investment. The chemical cycle is doing better now. Energy prices have come down significantly and this is their raw material. The price for their product has not come down and margins have expanded.
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Cyclical, so not a long-term investment. The chemical cycle is doing better now. Energy prices have come down significantly and this is their raw material. The price for their product has not come down and margins have expanded.
DON'T BUY
DON'T BUY
December 28, 2006
An economically sensitive stock as its commodity chemicals. Down 6% over the last year.
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Dow Chemical (DOW-N Merged)
December 28, 2006
An economically sensitive stock as its commodity chemicals. Down 6% over the last year.
DON'T BUY
DON'T BUY
October 19, 2006
There has been a move away from economically sensitive stocks. Price performance is not as strong or participating in the rally as others.
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There has been a move away from economically sensitive stocks. Price performance is not as strong or participating in the rally as others.
WATCH
WATCH
August 2, 2006
The model price is $40.86. A positive 18% differential. It's on his radar. $29.77 would be an absolute steal.
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The model price is $40.86. A positive 18% differential. It's on his radar. $29.77 would be an absolute steal.
BUY
BUY
April 18, 2006
Demand they expected is low and the cost structure is going up because of higher oil/gas prices. At these levels, 8 X earnings, you should buy a company like this, because over the long-term, it's at good company.
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Demand they expected is low and the cost structure is going up because of higher oil/gas prices. At these levels, 8 X earnings, you should buy a company like this, because over the long-term, it's at good company.
SELL
SELL
March 23, 2006
The chemical sector overall has been having a fairly difficult time. This one is a large company and is heavily owned by index funds and index investors and in the last three years there has been a continual unweighting in favour of midsize companies that are growing faster.
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The chemical sector overall has been having a fairly difficult time. This one is a large company and is heavily owned by index funds and index investors and in the last three years there has been a continual unweighting in favour of midsize companies that are growing faster.
BUY
BUY
February 9, 2006
The stock looks like it has bottomed. Weaker natural gas over the last little while has helped on their input costs. They increased their dividend. A powerful cash generator. A bit of a defensive stock.
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The stock looks like it has bottomed. Weaker natural gas over the last little while has helped on their input costs. They increased their dividend. A powerful cash generator. A bit of a defensive stock.
HOLD
HOLD
January 18, 2006
The biggest problem for most of the chemical companies is the cost of their feedstock. Now that natural gas prices have started to come down, there are opportunities for a little bit more leveling off of the company. The dividend is attractive. The problem he sees is that in the long run they haven't been able to generate enough free cash flow to cover their capital expenditures.
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The biggest problem for most of the chemical companies is the cost of their feedstock. Now that natural gas prices have started to come down, there are opportunities for a little bit more leveling off of the company. The dividend is attractive. The problem he sees is that in the long run they haven't been able to generate enough free cash flow to cover their capital expenditures.
DON'T BUY
DON'T BUY
November 8, 2005
Have had a wonderful year, but people thinks this is as good as it gets.
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Have had a wonderful year, but people thinks this is as good as it gets.
DON'T BUY
DON'T BUY
May 11, 2005
Recently broke below its 200 day moving average, so it's at a pretty critical point now. Feels the run-up was part of the cyclical commodity cycle which is now over, so at best you're going to move sideways from this point. The downside risk is in the $42 range.
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Recently broke below its 200 day moving average, so it's at a pretty critical point now. Feels the run-up was part of the cyclical commodity cycle which is now over, so at best you're going to move sideways from this point. The downside risk is in the $42 range.
BUY
BUY
March 31, 2005
A good area to be in. Has dropped along with the energy and resource stocks. Just a normal correction. A cyclical, so there will be a time when you will want to get out.
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A good area to be in. Has dropped along with the energy and resource stocks. Just a normal correction. A cyclical, so there will be a time when you will want to get out.
SELL
SELL
March 22, 2005
Their model price is $50.00, so not a mispriced asset.
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Their model price is $50.00, so not a mispriced asset.
BUY
BUY
March 14, 2005
Chemical stocks are one of the best to be in late in the cycle. A lot of producers are getting close to capacity which menas that prices can go up and margins can expand. These stocks can go a fair bit further assuming that the broad market doesn't completely roll over.
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Chemical stocks are one of the best to be in late in the cycle. A lot of producers are getting close to capacity which menas that prices can go up and margins can expand. These stocks can go a fair bit further assuming that the broad market doesn't completely roll over.
BUY
BUY
February 15, 2005
Chemical stocks are performing well. In the late cycle of basic materials, chemicals tend to come on. A great company.
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Dow Chemical (DOW-N Merged)
February 15, 2005
Chemical stocks are performing well. In the late cycle of basic materials, chemicals tend to come on. A great company.
DON'T BUY
DON'T BUY
January 31, 2005
Getting a little more concerned about commodities and industrials. Cycle is getting a little bit extended. Stock is probably getting close to a peak for the cycle. Would consider switching to something less cyclical.
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Getting a little more concerned about commodities and industrials. Cycle is getting a little bit extended. Stock is probably getting close to a peak for the cycle. Would consider switching to something less cyclical.
BUY
BUY
December 9, 2004
All the chemical companies have done really well. Even though raw material prices have gone up, there is an opportunity for increased margins.
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All the chemical companies have done really well. Even though raw material prices have gone up, there is an opportunity for increased margins.
DON'T BUY
DON'T BUY
November 24, 2004
Have had a good run despite higher feed stocks. May be time to take a little money off the table.
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Dow Chemical (DOW-N Merged)
November 24, 2004
Have had a good run despite higher feed stocks. May be time to take a little money off the table.
BUY
BUY
November 18, 2004
Very sensitive to crude prices. Would have thought that it had an inverse realtionship, but it has gone up. Probably will be in favour for a long time.
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Dow Chemical (DOW-N Merged)
November 18, 2004
Very sensitive to crude prices. Would have thought that it had an inverse realtionship, but it has gone up. Probably will be in favour for a long time.
DON'T BUY
Overvalued.
BUY
BUY
October 21, 2004
Chemical companies have been doing better and wouldn't have any problem going in at these prices.
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Chemical companies have been doing better and wouldn't have any problem going in at these prices.
TOP PICK
TOP PICK
July 23, 2004
Has good earnings. A good investment for the next couple of years.
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Has good earnings. A good investment for the next couple of years.
TOP PICK
TOP PICK
June 18, 2004
Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while.
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Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while.
Showing 61 to 90 of 96 entries