funfun's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/172208/comments http://seekingalpha.com/article/177444-monsanto-new-corn-seed-helping-to-trim-refuge-requirements?source=feed#comment-799593 799593 Thu, 10 Dec 2009 09:02:38 -0500 http://seekingalpha.com/article/176803-market-not-recognizing-significance-of-dow-ag?source=feed#comment-794965 794965
The fact is Dow is twice the size of the diminished DuPont in revenues and assets, three times the size by stockholder equity.
Dow AgroSciences has been managed successfully; DuPont's troubled AG & NUT "platform" admitted last Friday, Dec. 4, 2009 DuPont's attempt to develop and commercialise a timely FIRST-generation GM seed trait to compete with Monsanto has BOMBED.

For the record, the undersigned holds shares in DOW and MON, and has no position long or short in DD.

...funfun..]]> Mon, 07 Dec 2009 16:46:29 -0500
The fact is Dow is twice the size of the diminished DuPont in revenues and assets, three times the size by stockholder equity.
Dow AgroSciences has been managed successfully; DuPont's troubled AG & NUT "platform" admitted last Friday, Dec. 4, 2009 DuPont's attempt to develop and commercialise a timely FIRST-generation GM seed trait to compete with Monsanto has BOMBED.

For the record, the undersigned holds shares in DOW and MON, and has no position long or short in DD.

...funfun..]]> http://seekingalpha.com/article/176787-10-dividend-stocks-for-enterprising-investors-december-update?source=feed#comment-793221 793221
Prospects for continued innovative leadership by Monsanto brighten even further. ...funfun..]]> Sun, 06 Dec 2009 19:19:00 -0500
Prospects for continued innovative leadership by Monsanto brighten even further. ...funfun..]]> http://seekingalpha.com/article/176302-cramer-s-stop-trading-the-sector-with-the-biggest-legs-12-2-09?source=feed#comment-790803 790803 Fri, 04 Dec 2009 15:43:36 -0500 http://seekingalpha.com/article/176434-dow-agriculture-in-a-good-place?source=feed#comment-790381 790381 Fri, 04 Dec 2009 11:19:06 -0500 http://seekingalpha.com/article/176434-dow-agriculture-in-a-good-place?source=feed#comment-789222 789222 Thu, 03 Dec 2009 18:35:37 -0500 http://seekingalpha.com/article/174618-synovus-a-beat-up-bank-to-bet-on?source=feed#comment-777929 777929

On Nov 22 08:00 PM See through it wrote:

> Lots of RECENT insider buys at prices above current levels. There's
> only one reason insiders buy...

But keep in mind, there were substantial insider purchases in Colonial Bancorp, another huge southeastern bank, shortly before it cratered into oblivion! ...funfun..]]> Wed, 25 Nov 2009 19:36:41 -0500

On Nov 22 08:00 PM See through it wrote:

> Lots of RECENT insider buys at prices above current levels. There's
> only one reason insiders buy...

But keep in mind, there were substantial insider purchases in Colonial Bancorp, another huge southeastern bank, shortly before it cratered into oblivion! ...funfun..]]> http://seekingalpha.com/article/167636-e-i-du-pont-de-nemours-and-company-q3-2009-earnings-call-transcript?source=feed#comment-749839 749839
Notwithstanding the personal attacks by rabid fans of DuPont and its historically sub-performing Management, all data cited in my opinions here can be verified and confirmed. There is no attempt to "mislead" readers on my part as has been dishonestly charged in retaliatory messages by DuPont Management cheerleaders.

...funfun..]]> Sat, 07 Nov 2009 11:31:11 -0500
Notwithstanding the personal attacks by rabid fans of DuPont and its historically sub-performing Management, all data cited in my opinions here can be verified and confirmed. There is no attempt to "mislead" readers on my part as has been dishonestly charged in retaliatory messages by DuPont Management cheerleaders.

...funfun..]]> http://seekingalpha.com/article/167636-e-i-du-pont-de-nemours-and-company-q3-2009-earnings-call-transcript?source=feed#comment-749833 749833
The BIG BLACK HOLE of permanently disappearing DuPont Pharma profits has begun to erode the bottom-line by $750 to $800 million next year, it would seem.

REFERENCE: "Update3--DuPont Sees...," Reuters, 4:00 pm EST, Nov. 3, 2009.

...funfun..]]> Sat, 07 Nov 2009 11:24:58 -0500
The BIG BLACK HOLE of permanently disappearing DuPont Pharma profits has begun to erode the bottom-line by $750 to $800 million next year, it would seem.

REFERENCE: "Update3--DuPont Sees...," Reuters, 4:00 pm EST, Nov. 3, 2009.

...funfun..]]> http://seekingalpha.com/article/171850-10-dividend-stocks-for-enterprising-investors?source=feed#comment-749804 749804
Merely the observation of one retail investor...funfun..]]> Sat, 07 Nov 2009 10:50:45 -0500
Merely the observation of one retail investor...funfun..]]> http://seekingalpha.com/article/170591-the-world-s-top-chemical-companies?source=feed#comment-742968 742968
Both of these one-time mammoth industry leaders (GM was the largest motor company in the world; DuPont, the largest chemical company for most of the past century) suffered for decades from misfiring and mismanaging marginal leaders.

...funfun..]]> Tue, 03 Nov 2009 16:00:11 -0500
Both of these one-time mammoth industry leaders (GM was the largest motor company in the world; DuPont, the largest chemical company for most of the past century) suffered for decades from misfiring and mismanaging marginal leaders.

...funfun..]]> http://seekingalpha.com/article/170591-the-world-s-top-chemical-companies?source=feed#comment-740742 740742
In sharp contrast, BASF and Dow, first and second largest respectively, continue to grow robustly while DuPont continues to shrivel and retreat. DuPont's expected sales for the full year 2009 are projected at an anemic $26 billion. ...funfun..]]> Mon, 02 Nov 2009 13:55:08 -0500
In sharp contrast, BASF and Dow, first and second largest respectively, continue to grow robustly while DuPont continues to shrivel and retreat. DuPont's expected sales for the full year 2009 are projected at an anemic $26 billion. ...funfun..]]> http://seekingalpha.com/article/170328-five-companies-worth-researching-this-weekend?source=feed#comment-739267 739267
...funfun..]]> Sun, 01 Nov 2009 12:00:03 -0500
...funfun..]]> http://seekingalpha.com/article/170328-five-companies-worth-researching-this-weekend?source=feed#comment-739245 739245
For perspective, in the first nine months of this year, 2009, Pharma accounted for circa one-third of total DuPont PTOI! DuPont's customarily secretive Management to date has said very little publicly about this BIG BLACK HOLE, but has indicated they will be more forthcoming this week on Nov. 3, 2009 at a conference for investors and analysts at the Company's World Headquarters For Sustainable Excellence in Wilmington, Delaware. Heads-up, fellow investors!

funfundvierzig...funfun.. ]]> Sun, 01 Nov 2009 11:38:46 -0500
For perspective, in the first nine months of this year, 2009, Pharma accounted for circa one-third of total DuPont PTOI! DuPont's customarily secretive Management to date has said very little publicly about this BIG BLACK HOLE, but has indicated they will be more forthcoming this week on Nov. 3, 2009 at a conference for investors and analysts at the Company's World Headquarters For Sustainable Excellence in Wilmington, Delaware. Heads-up, fellow investors!

funfundvierzig...funfun.. ]]> http://seekingalpha.com/article/167636-e-i-du-pont-de-nemours-and-company-q3-2009-earnings-call-transcript?source=feed#comment-723885 723885
However empirical observations and opinions from former and active DuPont employees on other internet blogsites, including the Yahoo! Finance DD board, suggest many of these touted "new products" may indeed and in fact be pre-existing DuPont products changed superficially or slightly by material composition or formula, or cosmetically by colour, packaging, size or labelling, undsoweiter.

Where are the revenues from all these "new products"?? In the spirit of transparency which she trumpets, Ms. Kullman should make a complete list of these "new products" available to the media, analysts, and investors. ...funfun..]]> Wed, 21 Oct 2009 14:38:08 -0400
However empirical observations and opinions from former and active DuPont employees on other internet blogsites, including the Yahoo! Finance DD board, suggest many of these touted "new products" may indeed and in fact be pre-existing DuPont products changed superficially or slightly by material composition or formula, or cosmetically by colour, packaging, size or labelling, undsoweiter.

Where are the revenues from all these "new products"?? In the spirit of transparency which she trumpets, Ms. Kullman should make a complete list of these "new products" available to the media, analysts, and investors. ...funfun..]]> http://seekingalpha.com/article/167636-e-i-du-pont-de-nemours-and-company-q3-2009-earnings-call-transcript?source=feed#comment-722597 722597
DuPont Executive Vice President, Jeffrey Keefer brags disingenuously, if not deceptively,

"DuPont had a strong third quarter..."

What in the world is he blabbering about?

Revenues cratered, down 20%!
World-wide volumes were down 12%!
Earnings per share were flat, if the nickel in tax benefits is factored out.

And Keefer goes on with his snake oil pitch,

"After accounting for the tax benefit, stilll a very, very, solid quarter"

Fellow investors, that is VERY, VERY misleading and distorting to frame one of the sickest, weakest DuPont quarters in memory in such a dishonest fashion! ...funfun..]]> Tue, 20 Oct 2009 16:58:31 -0400
DuPont Executive Vice President, Jeffrey Keefer brags disingenuously, if not deceptively,

"DuPont had a strong third quarter..."

What in the world is he blabbering about?

Revenues cratered, down 20%!
World-wide volumes were down 12%!
Earnings per share were flat, if the nickel in tax benefits is factored out.

And Keefer goes on with his snake oil pitch,

"After accounting for the tax benefit, stilll a very, very, solid quarter"

Fellow investors, that is VERY, VERY misleading and distorting to frame one of the sickest, weakest DuPont quarters in memory in such a dishonest fashion! ...funfun..]]> http://seekingalpha.com/article/165796-dow-monsanto-s-new-corn-latest-data?source=feed#comment-720073 720073
...funfun..]]> Mon, 19 Oct 2009 00:02:08 -0400
...funfun..]]> http://seekingalpha.com/article/164191-bank-of-america-s-lewis-goes-packing?source=feed#comment-698296 698296
Leaves behind a fraud-infested bank stained with serial scandals, and millions of alienated bank and brokerage customers, tens of thousands of sacked employees, and BAC shareholders whose investments have been dramatically debased.

Lewis also leaves with a massive personal fortune paid to him in return for undeniably shabby "leadership" performance!

...funfun..]]> Thu, 01 Oct 2009 09:18:31 -0400
Leaves behind a fraud-infested bank stained with serial scandals, and millions of alienated bank and brokerage customers, tens of thousands of sacked employees, and BAC shareholders whose investments have been dramatically debased.

Lewis also leaves with a massive personal fortune paid to him in return for undeniably shabby "leadership" performance!

...funfun..]]> http://seekingalpha.com/article/162685-why-did-du-pont-s-charles-holliday-join-bofa-s-board?source=feed#comment-688693 688693 Thu, 24 Sep 2009 07:48:12 -0400 http://seekingalpha.com/article/162685-why-did-du-pont-s-charles-holliday-join-bofa-s-board?source=feed#comment-688490 688490 The Chairman of the disreputable DuPont adds nothing to BAC, in the opinion of the undersigned investor...funfun..]]> Wed, 23 Sep 2009 23:13:03 -0400 The Chairman of the disreputable DuPont adds nothing to BAC, in the opinion of the undersigned investor...funfun..]]> http://seekingalpha.com/article/161111-gone-nowhere-in-8-years?source=feed#comment-673701 673701 Sat, 12 Sep 2009 14:59:25 -0400 http://seekingalpha.com/article/161111-gone-nowhere-in-8-years?source=feed#comment-673700 673700 Sat, 12 Sep 2009 14:54:50 -0400 http://seekingalpha.com/article/150287-e-i-du-pont-de-nemours-q2-2009-earnings-call-transcript?source=feed#comment-602630 602630
Folks, DuPont's leaders "reaffirmed" an EPS range for full year 2009 of $1.70 to $2.10. DuPont has earned $1.00 for the first half, so DuPont execs are expecting to make another $1.10, best case for the second half?

Trouble is no analyst surveyed by Yahoo! Finance comes anywhere close to this Pollyannaish projection by DuPont. Look at the analysts' numbers for the second half, 2009:

They range from $0.45 to $0.80, with analyst consensus at $0.63.

Unless DuPont is expecting a large gain on the sale of a segment or business line, such as Automotive Finishes, the upper part of the range appears misleading, if not deceptive, given the dramatic declines in volumes and sales and earnings to date. ...funfun..]]> Sun, 26 Jul 2009 12:45:15 -0400
Folks, DuPont's leaders "reaffirmed" an EPS range for full year 2009 of $1.70 to $2.10. DuPont has earned $1.00 for the first half, so DuPont execs are expecting to make another $1.10, best case for the second half?

Trouble is no analyst surveyed by Yahoo! Finance comes anywhere close to this Pollyannaish projection by DuPont. Look at the analysts' numbers for the second half, 2009:

They range from $0.45 to $0.80, with analyst consensus at $0.63.

Unless DuPont is expecting a large gain on the sale of a segment or business line, such as Automotive Finishes, the upper part of the range appears misleading, if not deceptive, given the dramatic declines in volumes and sales and earnings to date. ...funfun..]]> http://seekingalpha.com/article/150287-e-i-du-pont-de-nemours-q2-2009-earnings-call-transcript?source=feed#comment-599791 599791
There's been much speculation on other investors' boards that many of the advertised "new products" may in actuality be superficially altered pre-existing DuPont products, with differing compositions, packaging, quantity-size, colour, names & labels, undsoweiter. For example, were the 124 new tints and shades of automobile paints introduced in Q1 2009 counted for public relations purposes as "new products" by DuPont?

Has DuPont's customarily secretive Management given analysts or reporters a list specifically describing each of these much touted 816 "new products"?

Inquiring investor minds want to know...funfun..]]> Thu, 23 Jul 2009 14:21:03 -0400
There's been much speculation on other investors' boards that many of the advertised "new products" may in actuality be superficially altered pre-existing DuPont products, with differing compositions, packaging, quantity-size, colour, names & labels, undsoweiter. For example, were the 124 new tints and shades of automobile paints introduced in Q1 2009 counted for public relations purposes as "new products" by DuPont?

Has DuPont's customarily secretive Management given analysts or reporters a list specifically describing each of these much touted 816 "new products"?

Inquiring investor minds want to know...funfun..]]> http://seekingalpha.com/article/150287-e-i-du-pont-de-nemours-q2-2009-earnings-call-transcript?source=feed#comment-598374 598374
"...DuPont currently believes it is unlikely to be largely converted by 2015"...,

speaking of DuPont's intractably troubled seed trait, parodically called Optimum™GAP™, and the much delayed conversion of Pioneer's tired and ordinary seed line-up.

Unlike DuPont, Monsanto is launching a huge commercial launch of its SmartStax next season, 2010 with 3 to 4-plus million acres to be planted with SmartStax!
...funfun..]]> Wed, 22 Jul 2009 14:40:00 -0400
"...DuPont currently believes it is unlikely to be largely converted by 2015"...,

speaking of DuPont's intractably troubled seed trait, parodically called Optimum™GAP™, and the much delayed conversion of Pioneer's tired and ordinary seed line-up.

Unlike DuPont, Monsanto is launching a huge commercial launch of its SmartStax next season, 2010 with 3 to 4-plus million acres to be planted with SmartStax!
...funfun..]]> http://seekingalpha.com/article/150287-e-i-du-pont-de-nemours-q2-2009-earnings-call-transcript?source=feed#comment-597660 597660 "And AG had a strong quarter..."

What? According to her official DUPONT PRESS RELEASE (July 21, 2009), Q2 sales for her touted DuPont AG & NUT "segment" grew by only a meagre $72 million to $2.613 billion from $2.541 billion the year before, 2008. That's up only 2.8%, hardly "strong".
Moreover, volume actually DECREASED for DuPont AG & NUT, by 4%. That means fewer units of product were sold. That's hardly "strong".

More signficantly, DuPont's lumbering and lagging Pioneer seed house (part of AG & NUT) is about to be clobbered by the launch of Monsanto's SmartStax, second-generation GM corn seeds. 3-4 million acres are expected to be so planted in the 2010 season.

...funfun..]]> Wed, 22 Jul 2009 07:37:43 -0400 "And AG had a strong quarter..."

What? According to her official DUPONT PRESS RELEASE (July 21, 2009), Q2 sales for her touted DuPont AG & NUT "segment" grew by only a meagre $72 million to $2.613 billion from $2.541 billion the year before, 2008. That's up only 2.8%, hardly "strong".
Moreover, volume actually DECREASED for DuPont AG & NUT, by 4%. That means fewer units of product were sold. That's hardly "strong".

More signficantly, DuPont's lumbering and lagging Pioneer seed house (part of AG & NUT) is about to be clobbered by the launch of Monsanto's SmartStax, second-generation GM corn seeds. 3-4 million acres are expected to be so planted in the 2010 season.

...funfun..]]> http://seekingalpha.com/article/150287-e-i-du-pont-de-nemours-q2-2009-earnings-call-transcript?source=feed#comment-597416 597416
How will you handle the competition from the commerical launch of second-generation GM seeds from superior-managed Monsanto and Dow AgroSciences when your own long-touted, first-generation GM seeds, Optimum®GAT®, has been fumbled, and delayed for major commercial conversion into Pioneer's tired seed line-up until after the middle of the next decade?!

What is the expected LOSS, the chunk of over $1 billion in Pharma PTIO yearly that will vanish with expiring patents on Cozaar® and Hyzaar® in 2010, a little over five months away?

How do you plan to continue paying your rich yearly dividend of $1.64 when the payout will substantially outstrip meagre earnings forecast by analysts for Q3 2009 and Q4 2009?

...funfun..]]> Tue, 21 Jul 2009 22:00:42 -0400
How will you handle the competition from the commerical launch of second-generation GM seeds from superior-managed Monsanto and Dow AgroSciences when your own long-touted, first-generation GM seeds, Optimum®GAT®, has been fumbled, and delayed for major commercial conversion into Pioneer's tired seed line-up until after the middle of the next decade?!

What is the expected LOSS, the chunk of over $1 billion in Pharma PTIO yearly that will vanish with expiring patents on Cozaar® and Hyzaar® in 2010, a little over five months away?

How do you plan to continue paying your rich yearly dividend of $1.64 when the payout will substantially outstrip meagre earnings forecast by analysts for Q3 2009 and Q4 2009?

...funfun..]]> http://seekingalpha.com/article/145269-global-aginvesting-2009-conference-focuses-on-opportunities-and-sustainability?source=feed#comment-566387 566387 Sun, 28 Jun 2009 22:00:53 -0400 http://seekingalpha.com/article/93400-interview-with-peter-o-sullivan-dupont-titantium-technologies?source=feed#comment-543874 543874
The checkered record of DuPont's accountability-evasive Managment in handling hazardous and toxic wastes from their aging TIO2 factories back in the States doesn't exactly create solid confidence abroad.

...funfun..]]> Fri, 12 Jun 2009 10:43:29 -0400
The checkered record of DuPont's accountability-evasive Managment in handling hazardous and toxic wastes from their aging TIO2 factories back in the States doesn't exactly create solid confidence abroad.

...funfun..]]> http://seekingalpha.com/article/139985-is-monsanto-assuming-its-fourth-quarter-will-be-gangbusters?source=feed#comment-522235 522235
Pioneer seems to be bogged down with its over-hyped copycat trait, parodically called DuPont™ Optimum™GAP™. DOG beans were supposed to be commercially available for farmers this season, 2009. Instead these much touted soybeans won't show up on the shelves until the next decade, 2011 at the earliest.

Query, will this DOG hunt?

Investors, in the meantime, mind the GAP™!

...funfun..]]> Thu, 28 May 2009 21:50:43 -0400
Pioneer seems to be bogged down with its over-hyped copycat trait, parodically called DuPont™ Optimum™GAP™. DOG beans were supposed to be commercially available for farmers this season, 2009. Instead these much touted soybeans won't show up on the shelves until the next decade, 2011 at the earliest.

Query, will this DOG hunt?

Investors, in the meantime, mind the GAP™!

...funfun..]]>