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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (44111)5/2/2019 8:37:08 PM
From: Spekulatius1 Recommendation

Recommended By
E_K_S

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Not much interest here on DWDP, it see,s. They spun of the more volatile material (plastic) business, but I am more interested in the remaining, which contains high margin protection, Electronic material and the AG seed/crop protection business. The whole thing seems to trade at 10-11x EBITDA. The material, business (DOW) at 7-7.5x. I bought some DWDP and hope that some value will be unlocked as I think this equals MMM and other companies in terms of quality. DWDP will spin off the AG/crop protection/seed business in June as Corteva. I think we will see messy numbers from all these near term but I think there is a lot of value there. Management seems capable and there is Breen in the shadows who is a great pedigree from the Tyco spinoffs.
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