Dupont (DD) on Wallstrip…I like Chemicals

It’s not at an all-time high so this is a laggard, but Dupont (DD) has a lot going on. Great studio show today explaining it all today on Wallstrip .

I really like chemicals and have no exposure to them (except my daily life of breathing). I am thinking of adding a few chemical stocks. Many have had tremendous runs and may be wore Wallstrip worthy, but, I still pick the stocks.

Here is why I like Dupont:

1. It’s big, misunderstood and inching towards a 7-year high.

2. Chemical Stocks are in a long-term GLOBAL trend.

3. Kevlar

4. Poised in the ‘buzz’ of the Green Revolution but has more than ‘buzz’ products. No one is more skeptical about envieonmental issues than me, but money flow makes me a realist.

5. SEEDS. Better yet, genetically modified seeds :) . SEEDS must have huge margins.

Other great looking chemical stocks are – LYO (check out the FLY who has been long), KMGB, CYT, DOW and PPG.

I am looking to buy DD on further strength, especially above $55 which would be a 7-year high.

Disclosure – Long PPG .

PS – My friend MAXIMO has a great ‘Green’ Blog that focuses on stocks and Green Companies .

2 comments

  1. EricC says:

    With all the new chemical stocks at all time highs you go with Dupont? Take a look at AGU, KMGB, TNH, CF, TRA, UAPH, SYT, SQM, MON, FUL, CYT, SXT, LYO, LZ, WPZ, FTK, GRA, CBT, PENX, IOSP, SIAL, WDFC

  2. EricC says:

    Also EMN, APD, SHW, CE, ROH, FMC, ROC, MTX, PX, SHI, ALB, VHI, RHA, AWC, ARJ, CMP, IFF, BF, NLC.

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