DowDuPont Inc.
DWDP-N
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About DowDuPont Inc. (DWDP-N)
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It split into three shares. DWDP-N was a holding company and he would continue to hold it. The AG company would be more challenged.
The merger has been a good move, taking the best of each company: seed business with agriculture operation, material science with speciality products. They will focus far more on returning on capital, reduce risk with less volatility and generally be a more efficient group of three companies vs. their peers. An interesting opportunity.
The merger has been a good move, taking the best of each company: seed business with agriculture operation, material science with speciality products. They will focus far more on returning on capital, reduce risk with less volatility and generally be a more efficient group of three companies vs. their peers. An interesting opportunity.
One of these stocks where you are buying more into the jockey than into the horse. He has done home runs before. It is a cyclical company. Insiders are buying shares now. Valuation is attractive. Not the type of business he is attracted to. Interesting because it is going from one company to three companies very shortly.
One of these stocks where you are buying more into the jockey than into the horse. He has done home runs before. It is a cyclical company. Insiders are buying shares now. Valuation is attractive. Not the type of business he is attracted to. Interesting because it is going from one company to three companies very shortly.
A Top Pick October 23, 2017. Down 9%). The merger has gone through. The company will be split into several pieces over the next 24 months. Free cash flow and earnings are growing at 10 to 15%. He expects dividend increases while the company goes through its restructuring. The breakup value of the company would give a 25% gain and the company has stated that it is headed in that direction. The company has been under pressure on the commodity chemical side and the agriculture side. There had been disappointment, though recent earnings were strong and caused a bit of a recovery. In addition, institutional investors are shying away from the company because, in general, they are shying away from owning conglomerates.
A Top Pick October 23, 2017. Down 9%). The merger has gone through. The company will be split into several pieces over the next 24 months. Free cash flow and earnings are growing at 10 to 15%. He expects dividend increases while the company goes through its restructuring. The breakup value of the company would give a 25% gain and the company has stated that it is headed in that direction. The company has been under pressure on the commodity chemical side and the agriculture side. There had been disappointment, though recent earnings were strong and caused a bit of a recovery. In addition, institutional investors are shying away from the company because, in general, they are shying away from owning conglomerates.
One of his favourites for a long time because of its competitive edge. A strong performer. Solid balance sheet. Fundamentally strong. (Analysts’ price target is $80.78.)
One of his favourites for a long time because of its competitive edge. A strong performer. Solid balance sheet. Fundamentally strong. (Analysts’ price target is $80.78.)
He likes the sector. This is a very broad-based materials name, with exposure to chemicals, agriculture, and so on. Some parts of their business are working well now, others not so much. For example, its coating business depends on the success of the auto industry, which might be pulling back. That’s normal for a business that is this broad. In general, materials is a late-stage performer and he has invested in a basket of stocks in this sector. DowDuPont recently reported a good quarter. However, the company’s future plans concern him. The company merged in order to reorganize and align its businesses and then split into three separate companies. He has never seen this intentional process of building to a 3-way split before. This is a multi-year strategy that is working very well so far. It has good global exposure. So he is comfortable with it, but he prefers to go to a broader basket of companies in this late stage rather than buying one and suffering the idiosyncratic risk. But if you were going to pick just one company, this one is broad and could make sense. (Analysts’ price target is $80.78)
He likes the sector. This is a very broad-based materials name, with exposure to chemicals, agriculture, and so on. Some parts of their business are working well now, others not so much. For example, its coating business depends on the success of the auto industry, which might be pulling back. That’s normal for a business that is this broad. In general, materials is a late-stage performer and he has invested in a basket of stocks in this sector. DowDuPont recently reported a good quarter. However, the company’s future plans concern him. The company merged in order to reorganize and align its businesses and then split into three separate companies. He has never seen this intentional process of building to a 3-way split before. This is a multi-year strategy that is working very well so far. It has good global exposure. So he is comfortable with it, but he prefers to go to a broader basket of companies in this late stage rather than buying one and suffering the idiosyncratic risk. But if you were going to pick just one company, this one is broad and could make sense. (Analysts’ price target is $80.78)
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It split into three shares. DWDP-N was a holding company and he would continue to hold it. The AG company would be more challenged.