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Deutsche's David Begleiter has some ideas about what Nelson Peltz may have planned for his...

Deutsche's David Begleiter has some ideas about what Nelson Peltz may have planned for his purportedly "large stake" in DuPont (DD +0.2%). "We believe … Mr. Peltz could propose a breakup" of the company into two entities "comprising the Agriculture, Industrial BioSciences and Nutrition & Health segments and the other comprising the Electronic & Communications, Performance Chemicals, Performance Materials and Safety & Protection segments," Begleiter says, before noting that the more likely scenario is a divestiture of the TiO2 business.
Comments (4)
  • ARG1
    , contributor
    Comments (619) | Send Message
     
    I am a shareholder and I am pleased with the way this CEO and this board at DD are running the company. As for David Begleiter, he is a bank employee and has made the rounds of several banks in his career. I would advise my fellow shareholders to ignore his input because he is a bank employee, his educational background is political science and I don't think he has a the experience in the chemical industry to offer any cogent advise. As for Peitz, he is a college drop out who started out as a delivery man and how a man like this goes on CNBC telling shareholders his big plans for DD is ridiculous! I like the way DD is now, the auto painting area adds diversity to their holdings and as a shareholder with a chemistry degree I feel DD is a great company and better off without Peitz and Begeither!
    18 Jul 2013, 12:53 PM Reply Like
  • aehtwo
    , contributor
    Comment (1) | Send Message
     
    DD sold the auto paint business
    21 Jul 2013, 11:49 AM Reply Like
  • RFGPHELAN
    , contributor
    Comments (9) | Send Message
     
    I am RFPHELAN, not RFGPHELAN. Iam long retired from international reinsurance. My interest in DD is as an investor who has a special interest in agriculture, wmong other areas. I have no comment about Mr. Peltz, other than I like it when he causes a stock price to rise, as he did yesterday. My greatest interest is in energy--anything that is productive and does not limit our growth toward energy independence.
    18 Jul 2013, 04:31 PM Reply Like
  • SSnape
    , contributor
    Comments (406) | Send Message
     
    I have been a DD shareholder since 1993 and have always been very proud of how well managed it is. I love the way DD is now and SINCERELY hope that we are not acquiring "aggressive shareholders". Several other corporations in my portfolio have acquired them, and when they take over simply because of the percentage of shares they hold and know NOTHING about the business or product(s) of the corporation the results are NOT pretty! When "aggressive shareholders" start talking about "unlocking shareholder value" run for your life!!

     

    Long DD.
    18 Jul 2013, 08:26 PM Reply Like
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