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DuPont: The Path Is Becoming Clearer

December 30, 2019

Summary:

- DuPont stock has underperformed the broader market since Corteva was spun off in mid-2019.

- I believe that the announced deal with International Flavors & Fragrances will turn out to be a catalyst for the stock.

- I hold a sizable position in DuPont, and I have no plans to sell any shares in the near future.

 

DuPont de Nemours ($DD) stock has significantly underperformed the broader market since Corteva ($CTVA) was spun out of the old Dow Chemical-DuPont in June 2019.

 

Macro concerns have negatively impacted the stock, but, in my opinion, the downward pressure has largely been related to management's failure to help the investor base understand the long-term strategy for this new(ish) entity. Now, however, the path is becoming clearer, and it appears that management believes that narrower is better.

 

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