DuPont de Nemours Inc. (DD)

66.00
NYSE : Process Industries
Prev Close 67.67
Day Low/High 65.60 / 67.74
52 Wk Low/High 63.62 / 102.34
Avg Volume 4.96M
Exchange NYSE
Shares Outstanding 745.48M
Market Cap 50.45B
EPS 5.00
P/E Ratio 19.45
Div & Yield 1.20 (4.43%)

My Takeaways and Observations

Beware of false profits.  Monday's "takeaway." Radian Group was up a second day in a row after a nice, 25%-plus run. Thank you, Barron's.  My Trade of the Week, long SPDR S&P 500 ETF puts. Here's why...  My take on the technicals. A deeper dive into...

Cramer: Winners and Losers in the Earnings Game

Cramer: Winners and Losers in the Earnings Game

Good enough, tied with a good story, is pushing post-earnings bumps today.

Jim Cramer: DuPont’s CEO Is Killing it!

Jim Cramer: DuPont’s CEO Is Killing it!

DuPont's second quarter earnings were impressive and the company's CEO Ed Breen is doing a phenomenal job, says Jim Cramer.

DuPont Beats Earnings Ahead of Dow Chemical Merger

DuPont Beats Earnings Ahead of Dow Chemical Merger

DuPont shares were on the rise Tuesday following its latest quarterly results.

Beware of False Profits

"Beware of false prophets, who come to you in sheep's clothing but inwardly are ravenous wolves." -- Matthew 7:15 I try to exclude personal experiences from my diary and only include observations related to the markets. But I have to start the morni...

Wall Street Begins Federal Reserve Watch, 2 Day Meeting Gets Underway

Wall Street Begins Federal Reserve Watch, 2 Day Meeting Gets Underway

The Open Market Committee meets today and tomorrow to discuss interest rates, the economy and geopolitical events.

No Thanks a Latte

One of the things I strive to do in my Diary is to highlight and explain my non-consensus analysis and variant (both positive and negative) views regarding some of the most popular and unpopular stocks. Examples of this approach include non-consensu...

Late-Day Musings and Straight Talk on Fastenal

Late in the afternoon the market bent but did not break. Here were today's trades thus far in my portfolio.  As the day came to a close, investment short Fastenal  was breaking down, declining by nearly 2% to a five-and-a-half-month low Here is my s...

DuPont: Watch for a Decline

DuPont: Watch for a Decline

Stronger dollar could hurt.

Charts Warn to Look Out Below

Charts Warn to Look Out Below

The trading of the last two sessions suggests topping action short term, setting us up for a drop.

My Takeaways and Observations

An inside day in which past correlations (e.g., the direction of currencies, bond prices and crude) have little bearing on equities as a liquidity-inspired rally based on There Is No Alternative, or T.I.N.A. (which is B.S.), is perceived to be the c...

My Takeaways and Observations

I made my second generational low call in seven years today. Peak Bonds. And a generational low in yields has possibly been reached. Peak Greed! Buyers live higher and sellers live lower in a marketplace dominated by machines and algos. Price moment...

DuPont Is DuRallying

DuPont is up some 2.8% today and some 8% higher than where we bought it last week. That said, I'm not selling the stock, as DD remains my favorite large-cap long.

I'm Standing Pat on Twitter and Other Longs

I used the post-Brexit weakness to buy additional shares of DuPont , Hartford Financial , Radian and Twitter , but I wouldn't chase any of them from here. However, I wouldn't sell any of them here, either.

Takeaways and Observations

Well, the S&P 500 has closed at a new all-time high. I would have called this a quiet, range-bound session at 3 p.m. ET -- but at 3:15 p.m., we were near the day's highs. Buyers are clearly living higher and sellers living lower, but is a gloating b...

Closing Bell: Chemours Spikes on Jury Verdict; U.S. Stocks Rally

Closing Bell: Chemours Spikes on Jury Verdict; U.S. Stocks Rally

Wall Street closed out the holiday-shortened week with a bang.

My Takeaways and Observations

Slow day thus far, so I plan to leave early. I started the day by shorting the market and substantially raised my short exposure in the morning ramp.  I felt so strongly about an overvalued market that I added SPDR S&P 500 ETF (SPY), iShares Russell...

My Latest Trades

Here's a rundown of the trades that I'm making this morning: I'm adding to my longs of DuPont (DD), Radian (RDN) and Twitter (TWTR). I'm going shorter on the SPDR S&P 500 ETF (SPY), the PowerShares QQQ ETF (QQQ) and the iShares Russell 2000 ETF (IWM...

My Takeaways and Observations

One note to start: I constantly try to be ahead of Group Stink, which is pervasive in the business media, and if I am not, please inform me! I don't want to write the obvious or mimic consensus through a rear-view mirror. That would not be value-add...

My Takeaways and Observations

The 10-year U.S. note yield hit 1.35% this morning, the lowest level since 1953. Raise your hand if you think this is a bullish signpost for the global economy. (I don't see many hands being raised!) With the U.S. dollar strengthening and corporate ...

My Takeaways and Observations

My month was made by Double D's comments, and I mean it.  At my core I am a softie, and D's sweet words tugged at my heart. I shared them with my family. Bottom line to me on the markets: This week's events reset global economic and profits growth l...

My Takeaways and Observations

My 3 a.m. project this morning: I am not banking on banks. Today's stock performance could be a tad disquieting to bank bulls, though not conclusive (it's only one day!). Citigroup (C) and Bank of America (BAC) were barely higher on the day. To me, ...

My Takeaways and Observations

Perhaps more than ever, the market has no memory from day. Stocks closed up by 35 handles and ended at the day's high. What were the odds of this occurring at yesterday's close? Enough said. I got lucky and got slightly net long and covered a lot of...

Midday Report: Dow Chemical Plans Job Cuts; U.S. Stocks Bounce Back

Midday Report: Dow Chemical Plans Job Cuts; U.S. Stocks Bounce Back

U.S. stocks recovered from a two-day selloff on Tuesday as the shock of the Brexit vote faded and hopes of further stimulus rose.

My Takeaways and Observations

I started the day with a two-part opening missive that took a while to write this morning, "The Big Chill." It's here and here. Friday and Monday represented the worst two-day drop in the senior averages since last August. I guess it's clear, with t...

My Takeaways and Observations

"Takeaways" will be shorter than usual as I am trading actively in the after-hours market now. Some interesting charts. Brexit.  Brexit and the media.  Peak Housing?  Fertilizers bounce.  Markets closed on their highs. The U.S. dollar weakened. Oil ...

Buying More Twitter and Hartford Financial

I've added to my longs of Hartford Financial (HIG) and Twitter (TWTR) this morning. Along with DuPont (DD), these two stocks are among my favorite longs, for reasons that I've previously mentioned.

My Takeaways and Observations

I posted the Paddy Power odds over the last two weeks because I think they are more legit than the polls. It turned out right and fortunately it contributed to my covering a large amount of shorts late last week.   My Trade of the Week, short SPDR S...

Four Materials ETFs Set for a Strong Second Half

Four Materials ETFs Set for a Strong Second Half

The materials sector has been one of the S&P's leaders so far in 2016 with returns trailing only utilities and energy.

A Look at My 4 Individual Longs

I'm currently long on just four individual stocks: DuPont (DD), Hartford Financial (HIG), Oaktree Capital (OAK) and Twitter (TWTR). All four are on my "Best Long Ideas" list even though three of them have charts that look somewhere between "putrid" ...