DowDuPont Inc.

DWDP-N

NYSE:DWDP

30.52
0.00 (0.00%)
The Dow Chemical Company, commonly referred to as Dow, was an American multinational chemical corporation headquartered in Midland, Michigan, United States, and the predecessor of the merged company DowDuPont.
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Analysis and Opinions about DWDP-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 4, 2018

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.

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DowDuPont Inc. (DWDP-N)
September 4, 2018

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.

BUY
BUY
August 24, 2018

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.)

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DowDuPont Inc. (DWDP-N)
August 24, 2018

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.)

COMMENT
COMMENT
August 7, 2018

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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DowDuPont Inc. (DWDP-N)
August 7, 2018

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)

BUY WEAKNESS
BUY WEAKNESS
June 4, 2018

They could be more generous with their dividend. It would have solid support at $59, or two times its book value.

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They could be more generous with their dividend. It would have solid support at $59, or two times its book value.

DON'T BUY
DON'T BUY
May 24, 2018

He likes the basic material space. Commodities move higher on the later stages of the cycle. This company is not really attractive from the valuation point of view trading at 15 times earning and 8% growth rate.

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He likes the basic material space. Commodities move higher on the later stages of the cycle. This company is not really attractive from the valuation point of view trading at 15 times earning and 8% growth rate.

HOLD
HOLD
April 27, 2018

He thinks over the next two years there is likely a major break up coming of the company into separate entities, which should unlock overall value. If there is continuing growth in the global economy this will help as well.

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DowDuPont Inc. (DWDP-N)
April 27, 2018

He thinks over the next two years there is likely a major break up coming of the company into separate entities, which should unlock overall value. If there is continuing growth in the global economy this will help as well.

WATCH
WATCH
April 11, 2018

He likes the company and thinks price could be in a lull presently. They are trying to better align the organization and take advantage of creating two distinct entities. They are caught between now and there is execution risk that this separation could take two years. The stock is still making lower lows and lower highs. Keep it on the radar for about 12-18 months.

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DowDuPont Inc. (DWDP-N)
April 11, 2018

He likes the company and thinks price could be in a lull presently. They are trying to better align the organization and take advantage of creating two distinct entities. They are caught between now and there is execution risk that this separation could take two years. The stock is still making lower lows and lower highs. Keep it on the radar for about 12-18 months.

TOP PICK
TOP PICK
January 11, 2018

A big beneficiary of shale gas. They upscale into the markets and have higher margins. You have significant cost saves. They will eventually split them into two efficient companies about 2020. (Analysts’ target: $82.00).

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DowDuPont Inc. (DWDP-N)
January 11, 2018

A big beneficiary of shale gas. They upscale into the markets and have higher margins. You have significant cost saves. They will eventually split them into two efficient companies about 2020. (Analysts’ target: $82.00).

PAST TOP PICK
PAST TOP PICK
December 13, 2017

(A Top Pick Feb 14/17. Up 6%.) He bought this because it was going through this reorganization. They are putting the 2 companies together and then they are going to break them up into 3 pieces. With relatively low feed-cost stocks and an improving economy, the opportunity to grow is there.

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DowDuPont Inc. (DWDP-N)
December 13, 2017

(A Top Pick Feb 14/17. Up 6%.) He bought this because it was going through this reorganization. They are putting the 2 companies together and then they are going to break them up into 3 pieces. With relatively low feed-cost stocks and an improving economy, the opportunity to grow is there.

TOP PICK
TOP PICK
December 7, 2017

It looks like $3 Billion in cost synergies will be conservative. They have upscaled their verticals. Next they are going to split up into two. It is not over valued. (Analysts’ target: $81.00).

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DowDuPont Inc. (DWDP-N)
December 7, 2017

It looks like $3 Billion in cost synergies will be conservative. They have upscaled their verticals. Next they are going to split up into two. It is not over valued. (Analysts’ target: $81.00).

BUY
BUY
December 5, 2017

Understands they are planning on splitting out into 3 different companies. There is still a lot of private equity people in the name that are trying to work on how everything is going to work out. He likes the name. He recommends this even though he doesn’t own it.

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DowDuPont Inc. (DWDP-N)
December 5, 2017

Understands they are planning on splitting out into 3 different companies. There is still a lot of private equity people in the name that are trying to work on how everything is going to work out. He likes the name. He recommends this even though he doesn’t own it.

COMMENT
COMMENT
November 28, 2017

There is significant upside on this. They will be splitting into several units over the next few years for massive cost savings. Has a huge market share in a number of growing markets, including agriculture, specialty chemicals, etc.

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DowDuPont Inc. (DWDP-N)
November 28, 2017

There is significant upside on this. They will be splitting into several units over the next few years for massive cost savings. Has a huge market share in a number of growing markets, including agriculture, specialty chemicals, etc.

COMMENT
COMMENT
November 23, 2017

Chart shows the stock is just going horizontally in a range, not going anywhere. There are better things to do than sitting here. Looks like dead money.

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DowDuPont Inc. (DWDP-N)
November 23, 2017

Chart shows the stock is just going horizontally in a range, not going anywhere. There are better things to do than sitting here. Looks like dead money.

TOP PICK
TOP PICK
November 21, 2017

The scenario is playing out, the merger is complete and they are working toward spinning out these 3 different businesses. The economy continues to get better, so pricing is good. Feedstock costs are low. This can go on for a long time. The dividend will grow. Dividend yield of 2.2%. (Analysts’ price target is $80.)

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DowDuPont Inc. (DWDP-N)
November 21, 2017

The scenario is playing out, the merger is complete and they are working toward spinning out these 3 different businesses. The economy continues to get better, so pricing is good. Feedstock costs are low. This can go on for a long time. The dividend will grow. Dividend yield of 2.2%. (Analysts’ price target is $80.)

WAIT
WAIT
November 16, 2017

A lot of the bigger US companies are reflecting a fair bit of good news. This merger entity is a really great company, and over time you will make money with it. He would hold off and wait for a correction. The stock is not cheap.

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DowDuPont Inc. (DWDP-N)
November 16, 2017

A lot of the bigger US companies are reflecting a fair bit of good news. This merger entity is a really great company, and over time you will make money with it. He would hold off and wait for a correction. The stock is not cheap.

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