DD News and Headlines - DuPont de Nemours Inc

GuruFocus Articles Total 246
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Firm's largest sales of the 2nd quarter

Lee Ainslie (Trades, Portfolio)'s Maverick Capital Ltd. manages a $4.76 billion equity portfolio composed of 563 stocks as of the quarter's end. The firm sold shares of the following stocks during the second quarter.

Fleetcor

The fund trimmed its position in Fleetcor Technologies Inc. (FLT) by 82.08%. The trade had an impact of -4.01% on the portfolio.

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The provider of payment products has a market cap of $20.06 billion and an enterprise value of $23.74 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10.

106 Views    Tiziano Frateschi    2020-08-24 14:34
Firm's largest sales of the 2nd quarter

First Pacific Advisors manages a $7.43 billion equity portfolio composed of 142 stocks as of the quarter's end. The firm sold shares of the following stocks during the second quarter of 2020.

JD.com

The fund closed its position in JD.com Inc. (JD). The trade had an impact of -1.87% on the portfolio.

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The Chinese e-commerce company has a market cap of $95.14 billion and an enterprise value of $90.09 billion.

GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 7.77% and

117 Views    Tiziano Frateschi    2020-08-13 16:15
Firm invests in companies facing short-term headwinds

First Pacific Advisors (Trades, Portfolio) recently released its portfolio updates for the second quarter of 2020, which ended on June 30.

The Los Angeles-based investment management firm emphasizes a research-based, low-risk value investing strategy that seeks to increase capital in the long term while avoiding a high chance of loss. With 88 employees and 31 investment professionals led by Chief Financial Officer J. Richard Atwood, First Pacific invests through several funds, including the FPA Capital Fund (Trades, Portfolio), the FPA Crescent Fund, the FPA International Value Fund and the FPA Paramount Fund.

Based on

106 Views    Margaret Moran    2020-08-12 21:30
Guru stock highlight

DuPont de Nemours Inc. (DD)

DuPont CEO Ed Breen has a very strong capital allocation track record. He achieved a 700% return over his tenure at Tyco. COVID-19 has created headwinds for segments like transportation, but the pandemic helped increase sales of the company’s Tyvek personal protective equipment (PPE) by 55%. Once shutdowns are lifted, management is expecting demand for leading products like Kevlar and Nomex will normalize as people spend less time working from home. DuPont still plans to sell off and merge their nutrition business with International Flavors & Fragrances in the first quarter of 2021, which would

73 Views    Sydnee Gatewood    2020-08-06 16:42
Discussion of markets and holdings

During the second quarter digital business ushered in new innovations and we saw an increased focus on technology due to COVID-19. Companies that used technology to adapt their business models during this time have been able to shield themselves from pandemic-related disruption. While computers and other technologies have been rapidly evolving over the years, the lithium-ion battery was created in 1985 and is still the battery that we use today. Many companies are working on developing new types of batteries and energy storage solutions that will support the growing use of digitally connected devices like computers, phones and vehicles. IBM

54 Views    Sydnee Gatewood    2020-08-06 16:26
Steven Romick cleans up portfolio during 2nd quarter

Steven Romick (Trades, Portfolio) recently released the second quarter 2020 portfolio update for the FPA Crescent Fund. The quarter ended on June 30.

The FPA Crescent Fund operates under First Pacific Advisors (Trades, Portfolio) and is managed by Steven Romick (Trades, Portfolio), Brian A. Selmo and Mark Landecker. The fund’s objective is to seek returns with less risk than the market while avoiding permanent loss of capital. Its strategy combines deep research with a focus on strong fundamentals, attractive risk/reward and diversification across geographies, market caps, sectors and capital structure.

The

209 Views    Margaret Moran    2020-07-20 21:01
Firm's largest sales of the 2nd quarter

Steven Romick (Trades, Portfolio)’s FPA Crescent Fund manages a $6.91 billion portfolio composed of 48 stocks. It sold shares of the following stocks during the second quarter of 2020.

Raytheon

The firm closed its position in Raytheon Technologies Corp. (RTX). The trade had an impact of -2.51% on the portfolio.

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The diversified aerospace and defense company has a market cap of $94.24 billion and an enterprise value of $137.21 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity of 10.16%

50 Views    Tiziano Frateschi    2020-07-19 15:26
Guru stock highlight

DuPont (DD) (57%, 2.67%), the industrial conglomerate, was another strong contributor to performance. Coronavirus-driven lockdowns led to 10-15% revenue declines across its businesses in April, but revenues have improved quickly in May and June. In Transport, revenues declined the most as auto production froze, while Safety & Construction and Electronics were more resilient as demand for Tyvek wrap and semiconductors held steady. Recently returned CEO Ed Breen took advantage of the crisis by shrinking DuPont’s unnecessarily wide product assortments, while simultaneously increasing the company’s investments into sales and R&D. The actions set up DuPont for better profitability and growth

56 Views    Sydnee Gatewood    2020-07-15 18:40
Discussion of markets and holdings

Longleaf Partners Fund added 18.08% in the second quarter, while the S&P 500 Index rose 20.54%. Most companies produced positive results in the quarter, as stocks broadly rebounded post the COVID-19 lows in March and April. However, not owning the market’s top contributing Information Technology and holding an average 11% cash allocation took a combined -4.3% toll on relative returns in the quarter. While our investments performed nicely from the lows, this was not significant enough to offset the declines in the first quarter. We are confident in the quality of our businesses and in our aligned management teams’ ability

159 Views    Sydnee Gatewood    2020-07-15 18:35
Mason Hawkins' firm dumps 22.84% of the holding

Mason Hawkins (Trades, Portfolio)' Southeastern Asset Management revealed a 22.84% reduction in its holding of CNX Resources Corp. (CNX).

The firm, led by Hawkins since 1975, takes a value-focused approach to investing. It seeks to achieve superior long-term performance by acquiring equity securities in understandable businesses with strong balance sheets, run by capable management and are trading at less than intrinsic value.

According to Real-Time Picks, a Premium GuruFocus feature, the firm sold 11.03 million shares of the company on June 10. At the time of the sale, the stock was trading at an average price

157 Views    Graham Griffin    2020-06-11 19:58
Adobe and Avantor make the list

Lee Ainslie (Trades, Portfolio)’s Maverick Capital bought shares of the following stocks in both the fourth quarter of 2019 and the first quarter of 2020.

Adobe

The guru raised the Adobe Inc. (ADBE) position by 408.05% in the fourth quarter and then added 15.62% in the first quarter. The stock has a weight of 1.39% in the portfolio.

The provider of software for content creation, management of documents and digital marketing purposes has a market cap of $185.62 billion. Its revenue of $11.71 billion has risen 23.20% over the last five years.

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178 Views    Tiziano Frateschi    2020-05-26 14:11
Guru's top sells and buys of the first quarter

Leon Cooperman (Trades, Portfolio), founder of Omega Advisors, has released his first-quarter portfolio for 2020. Major trades include reducing his positions in Fiserv Inc. (FISV) and Alphabet Inc. (GOOGL), selling out of United Airline Holdings Inc. (UAL) and DuPont de Nemours Inc. (DD) and adding to his Ferro Corp. (FOE) holding.

Cooperman, who now heads a family office, combines his macro view and fundamental valuation in his investing strategy. He does try to predict the market direction, but pays close attention to valuations, too.

Portfolio overview

Cooperman's portoflio contains 43 stocks, with three new additions. It is

345 Views    Graham Griffin    2020-05-21 19:08
The Longleaf Partners Fund releases its portfolio for 1st-quarter 2020

Southeastern Asset Management recently disclosed its portfolio updates for the first quarter of 2020.

Founded by Mason Hawkins (Trades, Portfolio) in 1975, the Memphis, Tennessee-based firm manages the Longleaf Partners Funds. The firm employs a fundamental, bottom-up appraisal process based on in-house research in order to select a concentrated portfolio of quality investments that have strong balance sheets, good management teams and attractive valuations.

According to its investment criteria, the firm made five new buys, sold out of two positions and added to or reduced several other holdings for a quarter turnover ratio of 14%. The top

182 Views    Margaret Moran    2020-05-20 19:29
An overview of the guru's top 5 buys

Mario Gabelli (Trades, Portfolio), founder of GAMCO Investors, released his portfolio for the first quarter of 2020. The top five buys included Amazon.com Inc. (AMZN), DuPont de Nemours Inc. (DD), Baush Health Companies Inc. (BHC), Edgewell Personal Care Co. (EPC) and Evergy Inc. (EVRG).

Gabelli currently manages a portfolio of 848 stocks, with 34 new positions added this quarter. The portfolio is valued at $8.46 billion with a 3% turnover rate. Gabelli focuses on investing in undervalued stocks that, backed by research, show the potential for growth.

Portfolio overview

Gabelli's top holdings were Sony Corp (SNE) with

262 Views    Graham Griffin    2020-05-18 20:27
Things look bleak for this year, but there is reason for optimism ahead

As I mentioned in an earlier article about Dupont (DD), GuruFocus provides a list of guru buys and sells, in several formats. The gurus are investing giants, managers of funds that have attracted billions of dollars of investors’ capital. Altogether, GuruFocus follows 151 of them.

The list can be sorted in several ways; Dupont was first when the list was sorted by most vuys. Other options include owns, sells and net buys. The latter is calculated by subtracting the number of sells from the number of buys, giving us an indication of guru confidence for each stock in

513 Views    Robert Abbott    2020-05-15 21:18
If structural changes are completed, the sum of the parts may be greater than the value of the whole

As we know, GuruFocus keeps us posted on what the investing giants, the gurus, are up to in managing their portfolios and funds. One of the tools it provides for tracking the gurus is the S&P 500 screener, which aggregates all the buys, sells and holdings in one large table.

On May 12, the company at the top of the buy list on the screener was DuPont de Nemours Inc. (DD), a company selling at a significant discount, as shown in this 10-year chart:

GuruFocus Dupont 10 year price chart

Its price began falling in

505 Views    Robert Abbott    2020-05-12 21:13
The firm's biggest bets are in struggling industries

First Pacific Advisors (Trades, Portfolio) recently released its portfolio updates for the first quarter of 2020, which ended on March 31.

The Los Angeles-based investing management firm emphasizes a research-based, low-risk value investing strategy that seeks to increase capital in the long term while avoiding a high chance of loss. With 88 employees and 31 investment professionals led by Chief Financial Officer J. Richard Atwood, First Pacific invests through several funds, including the FPA Capital Fund (Trades, Portfolio), the FPA Crescent Fund, the FPA International Value Fund and the FPA Paramount Fund.

Based on

523 Views    Margaret Moran    2020-05-08 20:17
Firm's largest buys of last the last two quarters

The T Rowe Price Equity Income Fund (Trades, Portfolio) bought shares of the following stocks in both the fourth quarter of 2019 and the first quarter of 2020.

AbbVie

The guru increased the AbbVie Inc. (ABBV) position by 40% in the fourth quarter and then boosted it 67.72% in the first quarter. The stock has a weight of 1.71% in the portfolio.

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The drug company has a market cap of $126.14 billion and a revenue of $152.94 billion.

Jim Simons (Trades, Portfolio)’ Renaissance Technologies is the largest

237 Views    Tiziano Frateschi    2020-05-07 16:07
Nasdaq up 1.13%

The Dow Jones Industrial Average closed at 23,883.09 on Tuesday with a gain of 133.33 points or 0.56%. The S&P 500 closed at 2,868.44 for a gain of 25.70 points or 0.90%. The Nasdaq Composite closed at 8,809.12 for a gain 98.41 points or 1.13%. The VIX Volatility Index was lower at 33.60 for a loss of 2.37 points or -6.59%.

Tuesday’s market movers

U.S. indexes ended higher Tuesday. Investors were optimistic over state reopenings. The White House also said it was discussing a phase out of its coronavirus task force.

On the earnings calendar:

  • DuPont (DD): Revenue of
63 Views    Julie Young    2020-05-05 20:54
S&P 500 down 1.40%

The Dow Jones Industrial Average closed at 24,101.55 on Tuesday with a loss of 32.23 points or -0.13%. The S&P 500 closed at 2,863.39 for a loss of 15.09 points or -0.52%. The Nasdaq Composite closed at 8,607.73 for a loss of 122.43 points or -1.40%. The VIX Volatility Index was higher at 34.01 for a gain of 0.72 points or 2.16%.

Tuesday’s market movers

U.S. stocks ended lower Tuesday. Shelter releases and closures continued to be lifted. President Trump took executive actions to help meat processors after Tyson Foods (TSN) warned of supply decreases from shutdowns. Coronavirus cases increased

37 Views    Julie Young    2020-04-28 21:29

Headlines Total 218
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Is DuPont Stock a Buy? - www.fool.com
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