| TOP PICK | 43.560 | Bruce Cooper | Chemical conglomerate. Likes their position in agriculture. Sales were up 23% year over year. First half earnings were up over 20%. Trades at 12X earnings with a dividend yield of almost 4%. | 2008-07-29 | |
| BUY on WEAKNESS | 42.890 | Duncan Stewart | Great pullback early July. Anywhere around the $40 level is good. A lot of their earnings come from outside of North America. Make a lot of their chemicals out of petroleum so it is very easy for them to get hit on the wrong side of oil. | 2008-07-28 | |
| PAST TOP PICK | 42.130 | Peter Brieger | (A Top Pick July 19/07. Down 20%.) 2 parts of this company. He was interested in the seed and pesticides divisions, which are about 26% of the company's business. The other 74% is what is hurting. P/E ratio is quite low, ROE is still excellent and has a 3.5% dividend. Would still be a Buy subject to your views of the market. | 2008-07-16 | |
| PAST TOP PICK | 46.770 | Peter Brieger | (A Top Pick June 4/07. Down 9%.) Has been a disappointment. Likes its 25% exposure to the agriculture field, both in pesticides and seeds. 2 other areas of this company are being hit by the US slowdown. Would still be a Buyer. | 2008-06-04 | |
| PAST TOP PICK | 48.940 | Peter Brieger | (A Top Pick May 16/07. Down 4%.) Agriculture is about 25% of their sales and has been ramping up 15%+ a year in earnings growth. Their other businesses are lagging. In an economic recovery, technical/research expertise will pick up earnings for the rest of the company. Still a Buy. | 2008-05-01 | |
| TOP PICK | 51.210 | Peter Brieger | Cautious on the market so his 3 top picks are deep value. Main attraction is that it is an applied technology company, great research, 1000 new products every year and will benefit from agriculture. Making very good money in the emerging markets. Forecasting good growth. | 2008-04-17 | |
| DON'T BUY | 48.930 | Michael Sprung | A bellwether stock on the global economy to a large extent and from that point of view, he is not sure he would be jumping into this one right at the moment. It will be squeezed on the cost side and there inability to pass those increases on because of the slowing economy. | 2008-04-15 | |
| TOP PICK | 45.470 | Peter Brieger | Revamped things, moved to accelerate the overall sales growth from 5 up to 7-8%. They’re making dramatic cost cuts across the company. Building their presence in emerging markets. They’re planning to increase earnings per share to +10%. Has no credit risk. | 2008-03-19 | |
| PAST TOP PICK | 47.240 | Peter Brieger | (A Top Pick Mar 2/07. Down 5% including dividends.) Still a Buy. A world leader in the seed and pesticide business. Great broad-based applied high tech firm. What is holding it back is that 75% is not in the agricultural business. If you own, average down. | 2008-02-28 | |
| TOP PICK | 44.660 | Peter Brieger | (A Top Pick Mar 21/07. Down 11.5 %.) He had focused on agriculture and fertilizer, which is the fastest-growing component for them. The market had focused on the other 75% of the business, which was sensitive to the economy. A great Buy here. | 2008-01-11 | |
| STRONG BUY | 44.300 | Peter Brieger | One of the cheapest agricultural stocks around at about 13X 08 earnings. If you look at what might happen with the growth in the seed and pesticide businesses, it is a lot cheaper looking through 09. 3.75% yield. Cheap. | 2007-12-28 | |
| TOP PICK | 45.890 | Peter Brieger | Looking for $3.50 a share into 08, which is about 13.3Xearnings as compared to Monsanto (MON-N) at about 30X earnings. 25% discount from the market PE, which is historically low. His target is 16.5X, which would give you a 25% gain. Main impetus for growth in 08 and 08 will be the seed and pesticide business. Expecting interesting developments on coatings, solar panels, etc. | 2007-12-11 | |
| BUY | 47.250 | David Driscoll | (Market Call Minute.) Has access to nanotechnology and biotech. | 2007-12-06 | |
| TOP PICK | 48.380 | Peter Brieger | His favourite applied research and technology company. Doing some great work in the agricultural area, which is 25% of its overall sales. With the growth in seeds and pesticides you should see a very good 08 and 09. 3.5% yield. Trades at 13X next year's earnings and he can see it going up to 15X or 16X. | 2007-11-06 | |
| TOP PICK | 48.310 | Peter Brieger | First it's his favourite, applied R & D company. Took over a seed company, and in 2008 will be coming up with a new seed.
Doing lots of interesting things in other areas as well.
Risk is the cyclical business of the paint part of the business as well as the US economy. | 2007-10-17 | |
| TOP PICK | 49.410 | Peter Brieger | One of the most exciting companies in the world. Close to one quarter of the business is coming from the seed/agricultural side. Just launched new soybean seeds that will increase production per acre dramatically. Also doing great work in solar cells to make energy more efficient. Very cheap. | 2007-09-25 | |
| TOP PICK | 47.160 | Peter Brieger | Roughly 26% of sales come from the agricultural area. More and more, this company will be recognized as a player in the seed and pesticide area. Also doing great things with solar and specialized materials. | 2007-08-14 | |
| TOP PICK | 53.140 | Peter Brieger | Have 5 major operating areas. Agriculture and pesticides is one of the key areas to earnings. | 2007-07-19 | |
| HOLD | 53.350 | Norman Levine | Chemical stocks in general are acting extremely well. They are late cycle players. If you are a long-term investor, this would be a stock you could own. | 2007-07-18 | |
| TOP PICK | 50.840 | Peter Brieger | Next year will come out with a new line of seeds. Seed business has been "growing" and will continue to accelerate. | 2007-06-29 | |
| TOP PICK | 53.190 | Peter Brieger | A dynamic applied research and technology firm.
Production of seeds for corn, soybeans etc, which is taking "off like a rocket"
Doing some amazing things with the coatings and materials area.
| 2007-06-04 | |
| TOP PICK | 51.500 | Peter Brieger | There will be a massive shift in the dietary habits of emerging markets. He now has a 16% exposure to agriculture in his portfolios. This is one of the world's great applied research technology companies. | 2007-05-16 | |
| TOP PICK | 49.560 | Peter Brieger | A leader in high tech and innovative research. Immediate attraction is the agricultural area. There is increased demand for protein based foods in the Far East. Dupont is producing a very hardy seed that will be rolled out next year. | 2007-04-04 | |
| TOP PICK | 51.300 | Peter Brieger | A world leader in research and innovation. Likes their work on seeds for improvement of productivity. Doing a lot of work with bio-butanol. This will be a long-term hold. | 2007-03-21 | |
| TOP PICK | 50.090 | Peter Brieger | This one is cheap with a great ROE of 20%-25% a year. Good debt to capitalization ratio. This company is one of the most exciting plays in terms of the biotech field. | 2007-03-02 | |
| BUY | 51.770 | David Driscoll | Of the chemical companies, this is the one he would probably own. Have a life sciences division that is starting to come to the fore as a % of revenues. Also coming out with new high fibre products that are starting to add incrementally to their earnings. | 2007-02-15 | |
| Comment | 44.650 | Larry Berman CFA, CMT, CTA | A 5-year chart would show a lot of ups and downs. Right now, there is clear resistance developing where stocks globally relating to commodities have made their peaks. Risk/reward does not look too favourable. If you own, you may want to sell your stocks and buy call options. At the very minimum, you should trail up a stop or buy a put to protect against the downside. | 2006-10-11 | |
| Comment | 41.530 | David Driscoll | Strong institutional buying which is why the multiple is higher. Trying to add more life sciences to their business so there are more growth expectations built into the stock. Been on a bumpy ride because feedstock prices have been all over the place. Check the whole group and for every $1 change of natural gas, what do the earnings do? Gives you a better idea for the long-term. | 2006-06-29 | |
| WEAK BUY | 44.900 | Brad Willock | Have quite an array of diverse products. He has a small weighting of this in his fund. | 2006-05-11 | |
| WEAK BUY | 42.750 | Gavin Graham | They have exposure to the rising input costs. On the other hand, they are world class company. If you feel global growth will accelerate, particularly out of Japan, it should be a good play, otherwise you shouldn’t be there. | 2006-03-20 | |
| BUY | 39.550 | Larry Berman CFA, CMT, CTA | Risk reward prespective we are there. Support on a short term basis. Much below $35 would be worried. Look at long term ranges. | 2006-02-08 | |
| HOLD | 38.890 | Jim O'Shaughnessy | In spite of its 8% decline, year-to-date, he likes this stock. A value investment. It’s dividend yield, buyback yield indicates it is a stock that wants to turn around. It will take patience. | 2006-02-02 | |
| DON'T BUY | 38.840 | Don Vialoux | Technicals are a negative. Being squeezed by gas prices. | 2005-10-03 | |
| BUY | 46.720 | Norman Levine | This and other chemical companies had a big run earlier in the year. Have been coming off because of softness in chemical prices and raw materials have gone up. Unlike a lot of other chemical companies, i.e. not as much of a commodity producer, but more of specialty and performance chermicals and those margins have held up better. | 2005-05-25 | |
| BUY | 47.410 | Eric Bushell | Believes we are in a strong extended chemical cycle. On the agricultural side of their business they have a very strong position and there has been a very strong demand growth. On commodity chemicals, they have managed capacity growth to make sure capacity stays tight. | 2005-01-06 | |
Experts that have talked about Du Pont
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