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
HOLD
HOLD
November 10, 2017

On her watch list. The investment thesis is that eventually they plan to spin out various operating divisions. The hope is that the sum of the parts is greater than the total. A cyclical name, so in an environment where you are seeing improving economic fundamentals, that is a positive. Has done relatively well and the pullback was maybe just for valuation measures.

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DowDuPont Inc. (DWDP-N)
November 10, 2017

On her watch list. The investment thesis is that eventually they plan to spin out various operating divisions. The hope is that the sum of the parts is greater than the total. A cyclical name, so in an environment where you are seeing improving economic fundamentals, that is a positive. Has done relatively well and the pullback was maybe just for valuation measures.

TOP PICK
TOP PICK
November 7, 2017

The synergies out of this merger could be conservative as a $3 billion target. This is not a simple story. These are 2 dominant companies that are being pieced together, which makes a lot of sense. You have synergies, base metals have performed well and chemical names will benefit from strong industrial growth. Dividend yield of 2.2%. (Analysts' price target is $80.00.)

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

The synergies out of this merger could be conservative as a $3 billion target. This is not a simple story. These are 2 dominant companies that are being pieced together, which makes a lot of sense. You have synergies, base metals have performed well and chemical names will benefit from strong industrial growth. Dividend yield of 2.2%. (Analysts' price target is $80.00.)

WAIT
WAIT
October 26, 2017

This is now run by the same guy that was a CEO in the breakup of Tyco. He did a great job, so expectations are high. Studies show that companies that are spun off, typically do well. He would wait, because these companies are going to spend money, so the upfront pain is going to be in the first half of the year, and numbers are not going to look that good. Sometime, during that first year, he is going to look to Buy some of this.

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DowDuPont Inc. (DWDP-N)
October 26, 2017

This is now run by the same guy that was a CEO in the breakup of Tyco. He did a great job, so expectations are high. Studies show that companies that are spun off, typically do well. He would wait, because these companies are going to spend money, so the upfront pain is going to be in the first half of the year, and numbers are not going to look that good. Sometime, during that first year, he is going to look to Buy some of this.

COMMENT
COMMENT
October 24, 2017

One of the largest mergers in the chemical industry, which can result in a large amount of cost cutting and synergies. They’ve outlined about $3 billion in synergies. In about 18 months they are going to break off into 3 different divisions, chemicals, agriculture as well as a 3rd component. There is potential here for a tremendous success.

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DowDuPont Inc. (DWDP-N)
October 24, 2017

One of the largest mergers in the chemical industry, which can result in a large amount of cost cutting and synergies. They’ve outlined about $3 billion in synergies. In about 18 months they are going to break off into 3 different divisions, chemicals, agriculture as well as a 3rd component. There is potential here for a tremendous success.

TOP PICK
TOP PICK
October 23, 2017

The merger between Dow and DuPont offers real cost synergies. Eventually this will be broken up into 3 companies, a specialty and agricultural company’s couples company and a materials company. When we get our breakup value of the stock and take out the cost synergies, he gets a valuation that the stock should be double where it is in the next 5 years. A very, very undervalued company. They are #1 in most of their major businesses. Plenty of free cash flow and lots of room for dividend increases in all 3 of the businesses. (Analysts’ price target is $79.)

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

The merger between Dow and DuPont offers real cost synergies. Eventually this will be broken up into 3 companies, a specialty and agricultural company’s couples company and a materials company. When we get our breakup value of the stock and take out the cost synergies, he gets a valuation that the stock should be double where it is in the next 5 years. A very, very undervalued company. They are #1 in most of their major businesses. Plenty of free cash flow and lots of room for dividend increases in all 3 of the businesses. (Analysts’ price target is $79.)

TOP PICK
TOP PICK
September 21, 2017

The largest chemical company in the world. They may break up into three to unearth more value. They are completely attached to the global economy. There are billions in savings they can generate in the next couple of years to generate a much better return on their assets. It just continues to unfold. (Analysts’ target: $79.00).

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

The largest chemical company in the world. They may break up into three to unearth more value. They are completely attached to the global economy. There are billions in savings they can generate in the next couple of years to generate a much better return on their assets. It just continues to unfold. (Analysts’ target: $79.00).

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