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| BUY | 42.830 | John O'Connell, CFA | 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. | 2007-12-10 | |
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| Comment | 47.160 | Norman Levine | 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. | 2007-07-18 | |
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| BUY | 45.080 | David Driscoll | 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. | 2007-06-22 | |
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| Comment | 45.120 | Paul Harris, CFA | One of the few industries that have reasonable pricing ability with their clients. Reasonably good cash flow. Not highly leveraged. Cyclical. | 2007-04-23 | |
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| Comment | 46.000 | Paul Harris, CFA | Chemical companies won through some tough times and DOW did a good job of restructuring. | 2007-04-12 | |
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| HOLD | 41.540 | Norman Levine | 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. | 2007-01-31 | |
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| DON'T BUY | 40.020 | Gavin Graham | An economically sensitive stock as its commodity chemicals. Down 6% over the last year. | 2006-12-28 | |
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| DON'T BUY | 39.660 | David Burrows | There has been a move away from economically sensitive stocks. Price performance is not as strong or participating in the rally as others. | 2006-10-19 | |
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| WATCH | 35.010 | Brian Acker, CA | The model price is $40.86. A positive 18% differential. It's on his radar. $29.77 would be an absolute steal. | 2006-08-02 | |
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| BUY | 39.850 | Paul Harris, CFA | 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. | 2006-04-18 | |
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| SELL | 42.470 | David Burrows | 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. | 2006-03-23 | |
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| BUY | 41.400 | Brad Willock | 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. | 2006-02-09 | |
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| HOLD | 42.471 | David Driscoll | 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. | 2006-01-18 | |
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| DON'T BUY | 45.500 | David Baskin | Have had a wonderful year, but people thinks this is as good as it gets. | 2005-11-08 | |
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| DON'T BUY | 47.890 | Larry Berman CFA, CMT, CTA | 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. | 2005-05-11 | |
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| BUY | 49.850 | Norman Levine | 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. | 2005-03-31 | |
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| SELL | 52.280 | Brian Acker, CA | Their model price is $50.00, so not a mispriced asset. | 2005-03-22 | |
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| BUY | 53.610 | David Burrows | 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. | 2005-03-14 | |
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| BUY | 53.540 | David Burrows | Chemical stocks are performing well. In the late cycle of basic materials, chemicals tend to come on. A great company. | 2005-02-15 | |
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| DON'T BUY | 49.700 | John Zechner | 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. | 2005-01-31 | |
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| BUY | 48.820 | David Baskin | All the chemical companies have done really well. Even though raw material prices have gone up, there is an opportunity for increased margins. | 2004-12-09 | |
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| DON'T BUY | 50.050 | John Stephenson | Have had a good run despite higher feed stocks. May be time to take a little money off the table. | 2004-11-24 | |
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| BUY | 49.330 | Bill Carrigan | 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. | 2004-11-18 | |
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| DON'T BUY | 44.330 | Brian Acker, CA | Overvalued. | 2004-10-26 | |
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| BUY | 42.570 | Norman Levine | Chemical companies have been doing better and wouldn't have any problem going in at these prices. | 2004-10-21 | |
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| TOP PICK | 45.090 | Francis Gannon | | 2004-10-08 | |
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| TOP PICK | 42.690 | Laszlo Birinyi | | 2004-08-27 | |
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| TOP PICK | 38.580 | Barbara Marcin | Has good earnings. A good investment for the next couple of years. | 2004-07-23 | |
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| TOP PICK | 40.010 | Barbara Marcin | 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. | 2004-06-18 | |
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| WEAK BUY | 40.860 | Norman Levine | 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. | 2004-04-21 | |
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| DON'T BUY | 40.610 | Ross Healy | 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. | 2004-01-20 | |
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| WEAK BUY | 27.310 | Gavin Graham | Cyclical. Well financed. Have to be comfortable that the economy will grow over the next 12/18 months. | 2002-09-30 | |
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| BUY | 29.770 | David Baskin | A slow growth company. In an early cyclical phase. Cheap. | 2002-02-19 | |
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| DON'T BUY | 26.280 | Glenn Paradis, BA, CFA | Exposure on asbestos could be a huge issue. A deep cyclical. Wait. | 2002-01-17 | |
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| WAIT | 26.000 | David Driscoll | Under pressure because of oil costs. Will have a 6 to 9 month lag. | 2000-10-06 | |
Experts that have talked about Dow Chemical
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