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
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