Dow Chemical

DOW-N Merged

Chemical stocks are performing well. In the late cycle of basic materials, chemicals tend to come on. A great company.

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.

All the chemical companies have done really well. Even though raw material prices have gone up, there is an opportunity for increased margins.

Have had a good run despite higher feed stocks. May be time to take a little money off the table.

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.

Overvalued.

Chemical companies have been doing better and wouldn't have any problem going in at these prices.

Has good earnings. A good investment for the next couple of years.

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.

Would be kind of warm to chemical companies because they benefit from a pickup in the economy. The negative has been the higher cost of oil which squeezes them.

Selling at about $10 over FMV. Also it is selling at 4 X price to book. Expensive. Good dividend. If interest rates rose, this stock would probably crater.

Cyclical. Well financed. Have to be comfortable that the economy will grow over the next 12/18 months.

A slow growth company. In an early cyclical phase. Cheap.