This is an financial analysis blog. In the blog, different financial facotors are analyzed.
Friday, 20 December 2013
Dupont Industry Analysis
DuPont operates in the Materials sector, as classified under the Global
Industrial Classification System. Although DuPont has businesses in a
number of industries due to its diverse portfolio but as it generates
the bulk of its revenues from the chemicals related business it is
categorized under the Chemicals industry. Read More : DuPont (DD)
Byron Harris, News 8 Investigates win prestigious duPont Award
WFAA senior investigative reporter Byron Harris and his team received an Alfred I. duPont-Columbia University Award for a two-year-long investigation exposing hundreds of millions of dollars in questionable spending on Medicaid dental care.
Columbia University’s Graduate School of Journalism announced 14 silver baton awards Wednesday, with other honors also going to ESPN, The Center for Investigative Reporting, NBC and CBS news, among others. The duPont is considered the broadcast equivalent of print journalism’s Pulitzer Prize, which is also awarded by Columbia University.
Below is what Columbia wrote about the series:
"WFAA’s reporting, “Denticaid: Medicaid Dental Abuse in Texas,” focused on rampant overbilling by dentists targeting children and families receiving Medicaid. One clinic, WFAA found, solicited minors off the streets of Dallas using cash and other incentives and performed extensive and often harmful dental work on them –- all without their parents’ permission. Read More : Dupont (DD)
Columbia University’s Graduate School of Journalism announced 14 silver baton awards Wednesday, with other honors also going to ESPN, The Center for Investigative Reporting, NBC and CBS news, among others. The duPont is considered the broadcast equivalent of print journalism’s Pulitzer Prize, which is also awarded by Columbia University.
Below is what Columbia wrote about the series:
"WFAA’s reporting, “Denticaid: Medicaid Dental Abuse in Texas,” focused on rampant overbilling by dentists targeting children and families receiving Medicaid. One clinic, WFAA found, solicited minors off the streets of Dallas using cash and other incentives and performed extensive and often harmful dental work on them –- all without their parents’ permission. Read More : Dupont (DD)
Wednesday, 18 December 2013
Dupont Company Description
E.I. Du Pont De Nemours and Company started operations in 1802. DuPont is part of the Diversified Chemicals sub-industry and provides materials and services through 13 businesses which are aggregated and classified as eight business segments – Agriculture, Electronics & Communications, Industrial Biosciences, Nutrition & Health, Performance Chemicals, Performance Materials, Safety & Protection and Pharmaceuticals. In FY12, DuPont earned revenues of $34.8 billion, an improvement of 3.4% year-over-year. DuPont earns 59% of its revenues from outside North America. The Agriculture segment is DuPont’s largest segment by revenues, generating 30% of the total. The Nutrition & Health Segment is the fastest growing segment with a three-year revenue CAGR of 41%. Read More: DD
Sunday, 10 November 2013
DuPont Is No Longer Your Father's Paint Company
E. I. DuPont de Nemours and Company (DD) has been transforming over the past few years and will continue its transformation in the foreseeable future. DuPont is changing its identity as a chemical conglomerate to a food and agriculture company. Despite positioning the company to benefit from secular growth trends, it changes the character of the business.
In essence, management is moving the company away from being a sleepy chemical play to a research driven growth company. As a result of this effort, management has been making acquisitions in the food and agriculture industry and selling more capital intensive and cyclical businesses such as the Performance Coating business. Yet, despite the stock being up 30% year-to-date, the stock still represents an asymmetric risk vs. return opportunity. Read More : DuPont
Location:
United States
Saturday, 9 November 2013
E. I. du Pont de Nemours' CEO Discusses Q3 2013 Results - Earnings Call Transcript
DuPont’s third quarter performance. Our segment results were generally in line with our July expectations, double digit earnings improvements from Performance Materials, Electronics & Communications, Safety & Protection and Industrial Biosciences paired with ongoing productivity initiatives across the company helped to offset the expected earnings decline from our Performance Chemical segment.
Operating earnings of $0.45 per share were above our guidance due to a one point reduction in the annual tax rate, gains related to our Pannar acquisition and a joint venture asset both of which we expected in the fourth quarter. However, the strength of the dollar were greater headwinds than we expected.
As a result we realized a higher portion of the second half operating earnings in the third quarter in the 40% we anticipated in July. Third quarter net sales about $7.7 billion increased 5%, largely due to 9% higher volumes first at the week prior year. Read More : E. I. du Pont.
Location:
United States
Friday, 8 November 2013
DuPont, with Deere & Co, to roll out precision farming program
DuPont Pioneer, the agricultural seed unit of DuPont ( E I Du Pont De Nemours And Co ), said Friday that it has aligned with farm machinery company Deere & Co ( Deere & Company) in a race against rival Monsanto Co to provide farmers with enhanced "precision agriculture" analyses aimed at maximizing crop production.
DuPont Pioneer, the agricultural seed unit of DuPont, said Friday that it has aligned with farm machinery company Deere & Company in a race against rival Monsanto Co to provide farmers with enhanced "precision agriculture" analyses aimed at maximizing crop production.
The programs these companies will roll out next year will give farmers guidance on a number of field management decisions, including planting, crop treatment, pest control and even the best time to harvest. Read More: E I Du Pont De Nemours And Co stock exchange
Location:
United States
Thursday, 7 November 2013
DuPont: Does This Sell-Off Mean More Buying For You?
E. I. du Pont de Nemours' (DD) operating earnings for third quarter of fiscal year 2013 increased year over year from $0.43 per share to $0.45 per share. This increase in operating income is attributed to growth in DuPont's agriculture business. However, decline in the operating income from the chemical business partially counterbalanced the growth in its overall operating income. Going forward, DuPont expects to increase its operating income by spinning off this loss making business.
After the spin-off, the company will focus more on its other growing segment - agriculture. Consequently, based on last year's segmental revenue distribution. Read More : DuPont's Shareholders
Labels:
Business,
DD,
Dow Chemical,
DuPont
Location:
United States
Wednesday, 6 November 2013
This Is How DuPont Will Remain Profitable Long Term
E.I. du Pont de Nemours (DD) has been a dependable stalwart for decades in the American markets.
It has been in the process of a very important identity transition as a
company for the last couple years, transitioning from a chemical
company to an Agri-related business. I believe it is in the last stages
of its transition with the sales of its last division.
This
is going to be a major move for the company and when it's complete, I
would expect the company become much more profitable. Let's take a look
at the "performance chemical division" and see how the company is
transitioning.DuPont had a great third quarter! Both revenues and
profits were higher than last year, but only profits beat analyst
expectations. Earnings rose 41% compared to a year ago and revenue grew
by 4.6% to $7.74 billion which is very close to the $7.78 billion Wall
Street expected. Read More : DuPont
Location:
United States
Tuesday, 5 November 2013
One Put, One Call Option To Know About for DuPont
Consistently, one of the more popular stocks people enter into their stock options watchlist at Stock Options Channel is DuPont (NYSE: DD). So this week we highlight one interesting put contract, and one interesting call contract, from the April 2014 expiration for DD.
The put contract our YieldBoost algorithm identified as particularly interesting, is at the $52.50 strike, which has a bid at the time of this writing of 98 cents. Collecting that bid as the premium represents a 1.9% return against the $52.50 commitment, or a 4.1% annualized rate of return (at Online Stock Options Channel we call this the YieldBoost).
Selling a put does not give an investor access to DD’s upside potential the way owning shares would, because the put seller only ends up owning shares in the scenario where the contract is exercised. Read More: Investing
The put contract our YieldBoost algorithm identified as particularly interesting, is at the $52.50 strike, which has a bid at the time of this writing of 98 cents. Collecting that bid as the premium represents a 1.9% return against the $52.50 commitment, or a 4.1% annualized rate of return (at Online Stock Options Channel we call this the YieldBoost).
Selling a put does not give an investor access to DD’s upside potential the way owning shares would, because the put seller only ends up owning shares in the scenario where the contract is exercised. Read More: Investing
Location:
United States
Sunday, 3 November 2013
Netflix Hits New High; Apple Climbing Ahead of Event; DD, TRV and UTX Report
Three Dow components reported earnings this morning: Dupont (DD), Travelers (TRV), and United Technologies (UTX). Looking at all-three alphabetically, Dupont beat by 4-cents a share for the quarter with adjusted earnings of 45-cents a share. Sales also topped estimates. Travelers beat on earnings. But revenues fell shy of expectations at $5.71-billion. Nevertheless it has been trading up more than 2% on this report. As for United Technologies, it was down about 2% on a revenue miss, but has now moved into the green. Sales were nearly $700-million short of estimates though earnings beat by a penny.
Among the other companies reporting this morning: Coach (COH), Delta Airlines (DAL), Harley Davidson (HOG), Kimberly-Clark (KMB), Lockheed Martin (LMT) and Whirlpool (WHR) which has shot up more than 6% in the premarket on its earnings. Read More: Netflix Hits New High.
Among the other companies reporting this morning: Coach (COH), Delta Airlines (DAL), Harley Davidson (HOG), Kimberly-Clark (KMB), Lockheed Martin (LMT) and Whirlpool (WHR) which has shot up more than 6% in the premarket on its earnings. Read More: Netflix Hits New High.
Location:
United States
Saturday, 2 November 2013
The Dow Chemical Co., E. I. du Pont de Nemours and Co., Huntsman Corp., and Airgas Inc.
The Dow Chemical Co. fluctuated between $39.20 and $39.80 before ending the Thursday's session 0.53% higher at $39.47. A total of 5.31 million shares were traded, which is below the daily average volume of 8.16 million. The company's shares have gained 12.64% in the previous three months, outperforming the S&P 500, which advanced 4.20% during the same period. Furthermore, The Dow Chemical Co.'s stock is trading above its 50-day and 200-day moving averages of $39.37 and $35.01, respectively. Read More: The Dow Chemical Co.
Friday, 1 November 2013
Precision BioSciences and DuPont Pioneer Announce Publication of Plant Genome Engineering Success
Precision BioSciences, Inc., and DuPont Pioneer today announced that The Plant Journal has published an article detailing collaborative cutting-edge research to generate male-sterile corn plants. Researchers at Pioneer used Precision’s advanced genome engineering technology, called DNE, to “knockout” or disable the function of the ms26 gene in corn.
Knocking out this gene has enabled Pioneer to produce corn plants that are male-sterile, a powerful tool for hybrid seed production.
The article further details how the Precision and Pioneer research teams were able to optimize a DNE gene-editing tool to maximize its efficiency in corn. This optimization process, which involves modulating the DNA-cutting activity of a gene-editing enzyme, can only be performed with Precision’s proprietary DNE technology. The optimization step was found to be critical for high-efficiency gene-editing activity in corn. Read more Precision BioSciences and DuPont.
Knocking out this gene has enabled Pioneer to produce corn plants that are male-sterile, a powerful tool for hybrid seed production.
The article further details how the Precision and Pioneer research teams were able to optimize a DNE gene-editing tool to maximize its efficiency in corn. This optimization process, which involves modulating the DNA-cutting activity of a gene-editing enzyme, can only be performed with Precision’s proprietary DNE technology. The optimization step was found to be critical for high-efficiency gene-editing activity in corn. Read more Precision BioSciences and DuPont.
Location:
United States
Tuesday, 8 October 2013
Dow Chemicals Follows in DuPont’s Footsteps, Spins Off Low-margin Assets
Dow Chemicals (DOW), the 115 year old American multinational chemical corporation giant, is planning to spin-off of its $4 billion chorine derivatives business. As a result of this divestiture, the company will essentially be getting out of a business it has been involved in for over one hundred years. The move is a part of an ongoing effort to prove to investors that the company has weaned itself away from concentrating on low-margin businesses towards focusing on high-margin, less cyclical businesses.
As Investors tend to look kindly upon companies that choose to sell or spin-off their underperforming assets, it comes as no surprise that Dow stock registered a stock price jump of 2.25% after the company announced divesting resources from its chlorine chain, which generates 9% of the company’s total revenues. The move is a sure signal that the company is increasingly focused on benefiting from patented products, which provide them with an opportunity to earn higher margins than their commodity chemicals businesses. DOW has already shed non-cores businesses which were generating $10 billion in revenue since 2009.
The spin-off is likely to render positive results for Dow Chemicals. Dow generated revenues of $56.8 billion in FY12, down 5.3% year-over-year (YoY), and its move to carve out almost 10% of its businesses will allow the company to focus on electronics, packaging and agriculture instead of providing a wide range of products to a plethora of industries. The divesture will lead to a right-sizing of its chlorine value chain, one which would match its downstream needs in high growth markets. Read More : DuPont’s Footsteps
Tuesday, 1 October 2013
E I Du Pont De Nemours And Co: DuPont Names William Feehery as President of Industrial Biosciences Business
WILMINGTON, Del., Oct. 1, 2013 /PRNewswire/ -- DuPont has named William F. Feehery as president of its
Industrial Biosciences business, effective Nov. 1.
Feehery, 43, has served in a broad range of business and
marketing leadership positions since joining DuPont in 2002. He is currently
the global business director for DuPont's market-facing Photovoltaic Solutions.
Feehery also led DuPont's Displays unit as part of the Electronics &
Communications business.
Feehery earned his Ph.D. degree in chemical engineering and
his MBA from the Massachusetts Institute of Technology after he graduated from
the University of Pennsylvania with his bachelor's in chemical engineering. He
also was a Winston Churchill Scholar at Cambridge University. Read More : E.I DuPont
Friday, 27 September 2013
Can OMNOVA Profit in DuPont and Dow's Shadow?
OMNOVA Solutions (NYSE: OMN) will release its
quarterly report on Monday, and the specialty chemical maker has seen shares
rise back to its highest levels in recent years. So far, the company has been
able to thrive by serving very focused niche needs, but changes in the industry
have affected giants Dow Chemical (NYSE: DOW) and DuPont (NYSE: DD)
and could end up having a substantial impact on OMNOVA as well.
OMNOVA makes emulsion polymers and other chemicals that find their way into many industries, ranging from furniture, carpet, and textiles to paint and specialty products for the energy industry. With roots going back nearly a century to originally being part of General Tire and Rubber, OMNOVA has a global reach even as it seeks to broaden its product lines further. Let's take an early look at what's been happening with OMNOVA Solutions over the past quarter and what we're likely to see in its report. Read More : OMNOVA Profit
OMNOVA makes emulsion polymers and other chemicals that find their way into many industries, ranging from furniture, carpet, and textiles to paint and specialty products for the energy industry. With roots going back nearly a century to originally being part of General Tire and Rubber, OMNOVA has a global reach even as it seeks to broaden its product lines further. Let's take an early look at what's been happening with OMNOVA Solutions over the past quarter and what we're likely to see in its report. Read More : OMNOVA Profit
Thursday, 26 September 2013
E I Du Pont De Nemours And Co: DuPont Hosts Executive Forums in Dubai Focusing on Sustainable Business Growth
DuPont hosted its Executive Forums this week, bringing
together business executives, academics and government officials to focus on
accelerating sustainable business growth through innovation and collaboration.
"Uncertainty in the global market, combined with new
pressures to be more competitive and agile, is creating new challenges for
business leaders," said Jim Weigand, president, DuPont Sustainable Solutions.
"The DuPont Executive Forums are designed to give business leaders a
chance to collaborate on ways to grow our businesses sustainably, while
balancing shareholder accountability with stakeholder concerns, and company
success with social progress." Read More : E I DuPont De Nemours And Co
DuPont: New Life for an Ancient Company
Back in 1802, when President Jefferson was trudging around the White House, DuPont (NYSE: DD) was born. It's since moved from an initial concentration in gunpowder manufacturing into the vast world of chemicals, and now to its latest manifestation in agricultural and food-related products.
The most recent transmogrification has clearly gained momentum since Ellen Kuhlman assumed its CEO mantel five years ago. It's hard to see that directional change doing anything but intensifying.
In that context, it's probably not unrealistic to assume that, in another five years, the company will be devoting virtually all of its efforts creating the bio-engineered seeds, pesticides, and other products that will play key roles in feeding the 2 million additional folks who are expected to join us on Planet Earth in the next several decades. Read More : DuPont
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