DuPont de Nemours Inc. (DD)

(A top pick Jan 30/13. Up 36.5%.) Bought this when earnings were depressed for a couple of quarters. Great company that is involved in several different businesses. A hedge fund recently got involved pushing them to spinoff its chemicals business.

(A Top Pick Nov 21/12. Up 47.96%.) Sold their coating business. It is more of a capital allocation situation for them. They used the money to increase their dividend and increased buybacks. Thinks the selling of their performance chemicals business will be a catalyst for the stock to go higher.

Sold his holdings a long time ago and regrets it. One of his favourite names in the chemicals/materials space in the US. Exceptionally well managed. Very consistent in talking to the street and their expectations of 5%-7% of organic growth. They are going to sell off some of their assets, specifically the titanium dioxide business. Wait for this to consolidate a little bit.

Is moving quickly away from being a traditional chemical company and a third comes out of agriculture and science, nutrition and health. Report tomorrow. Interested in that they want to sell their titanium dioxide division.

(Market Call Minute.) On her watch list. She likes the name but it is very close to its target price.

(A Top Pick March 2/12. Down 1.35%.) Sold some of his holdings. Lukewarm on this one.

One of the world’s largest chemical companies. Likes the chemical industry, particularly those that are US based. US companies use natural gas as their feedstock which is a cheap product right now. Europeans do the same thing except they use oil and the Chinese use coal. Low natural gas prices in the last few years have given US companies a major advantage. Chemical companies typically are not a buy and hold industry, so you need to be very careful.

(A Top Pick Feb 15/12. Down 0.82%.) Still likes. Their titanium dioxide franchise had a tough time with falling prices but the last report was very positive. About a 3^rd of the company comes from what he considers high tech chemicals. Thinks this has a lot of promise for a patient investor. 3.6% dividend.

A collection of about 5 different businesses with their largest being agriculture. Have been a huge investor in R&D over the years. Trading at a discount to its intrinsic value. Sees earnings rising over 50% over the next 5 years. Yield of 3.59%.

Not expensive at about 12X earnings. Reasonable dividend yield. One of the issues they are facing is that in 2013 margins are going to be lower because they are having really strong headwinds in their chemical business and also, they are doing a lot of capital expenditures, which will help grow their business longer-term but will hurt operating earnings in the next little while. Feels you could get it cheaper at $39-$40.

Is a high tech business. 30% is from agriculture. Prefers this to Dow Chemical. They are primed for doing well and pay a fine dividend.

Just raised its profit forecast and announced $1 billion share buyback. Commodity chemical companies were under pressure recently because of margin squeeze and worries about economic growth. This company has done a great job. Not as bullish on the chemicals as much. Valuation is towards the higher end of the range.

Had her eye on this for a long time. Likes the different divisions they are in, particularly agriculture, which is a long-term sector play. Very attractive yield. She is waiting to see what happens with the whole fiscal cliff scenario.

A real tech company. 35% of its business comes from agriculture, nutrition, bioscience, which are growing areas. Pays a nice dividend. This is a company that is going to do very nicely into the future. 4% dividend.

Disappointed right at the top of a cycle and now the damage is done. Thinks it is in a good space. Put a stop in at that recent low. He thinks you are fine.