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  • DuPont: After The Defeat Of An Activist Investor, Insiders Continue To Buy [View article]
    DuPont has been failing for the past decade and a half. It is shocking to think about how disastrously deep the plummet has been. Once the largest and most prestigious chemical and materials enterprise on the globe for practically all of the last century, DuPont had tumbled down to number eight amongst global chemical concerns by 2008 in revenues.

    At one brief point in the mid-1950's, DuPont had the largest market cap of any corporation on the planet. The famous Red Oval was a powerful icon, the Standard Oil Company of chemicals and materials.

    Can you think of a single new high-profit, high-volume blockbuster product or breakthrough technology coming out of the once renown R & D laboratories of DuPont in the past five years?

    May 26, 2015. 07:12 AM | 4 Likes Like |Link to Comment
  • DuPont: After The Defeat Of An Activist Investor, Insiders Continue To Buy [View article]
    $70K and $999K are "substantial purchases" of DuPont shares?

    In the past eight months, DuPont Chieftess Ellen J. Kullman has dumped more than $38 million in DD shares from her portfolio. No one would know better the increasingly bleak prospects for the diminished and degraded DuPont Company than a consummate insider like Ms. Kullman.

    Sans chemicals, DuPont AG & NUT is touted as the Company's crown jewel by DuPont Management and their avid supporters. But in seeds, the gap between the also-ran DuPont and superior-managed Monsanto has widened in innovation and market share. In ag chemicals and crop protection, DuPont is a distant sixth place behind world-leading Syngenta, and behind Bayer, BASF, Dow Chemical and Monsanto. Moreover, DuPont is no match for Scotts MIRACE-GRO in retail lawn and garden products.

    DuPont having acquired and subsumed Danisco into its suppressive conglomerate bureaucracy has increasingly fallen behind and under-performed Novozymes, the world leader in food additives and enzymes.

    Stripped of chemicals, TIO2, Teflon, refrigerants, acids, and fluorochemicals, DuPont will have a yearly revenue base of only circa $27 billion. That is insignificant on the global as well as the American corporate scene, and puts DuPont in a position of potential elimination from the venerable Dow-Jones Industrial Index.

    We continue to believe on any strength in the price of DD offers an opportunity for shorting the shares of this shrinking, sinking conglomerate based in Delaware.

    Merely the opinion of one individual investor at large and long-time student of the mismanaged DuPont in decline. …funfun..
    May 26, 2015. 07:02 AM | 5 Likes Like |Link to Comment
  • Tracking Nelson Peltz's Trian Fund Management Portfolio - Q1 2015 Update [View article]
    Nelson Peltz may come to regret his huge position in E. I. du Pont de Nemours and Company, having grossly underestimated how badly this once premier global enterprise has been managed and how depleted of scientific and research talent. We won't even mention the value-destroying depletion of ethics in Fortress Wilmington; Imprelis, Tell Us!

    Superior-managed competitors, such as Monsanto, Syngenta, Novozymes, BASF, Bayer, and 3M Corp to name a few, will continue to out-innovate, out-produce and bite off market share away from the lumbering and shrinking, top-heavy conglomerate based in insular Delaware.

    Merely our opinion…funfun..
    May 25, 2015. 08:55 AM | 1 Like Like |Link to Comment
  • GM: 'Criminal Wrongdoing' Means Continued Investment Risk [View article]
    Orange has peeled away the rhetoric and bombastic pollyanna of a number of Contributors and commentators to show investors a very serious legal crisis besetting this corrupt car-maker. And Orange has done this in a rational and objective fashion.

    Trouble is despite her recent efforts over the past year and a half to restore General Motors, CEO Mary Barra is and has been part of the top leadership team during which this criminal conspiracy was taking place over a decade. Indeed and in fact, Ms. Barra, an engineer by vocation, had direct oversight of engineering and auto development at times in this unethical organisation. Ms. Barra's quick retention of a criminal lawyer from Chicago with long and lucrative ties to General Motors Senior Management, Anton Valukas, Esquire, to put out a white-washing report with the abundant help of GM employees, was a dead giveaway that something was terribly wrong at Ren Cen, in Detroit.

    For prospective buyers, who wants a car from General Murders Company? The stigma is ingrained and long-lasting.

    Merely the perspective of one individual retail investor at large…funfun..
    May 25, 2015. 08:34 AM | 4 Likes Like |Link to Comment
  • Dow Chemical: Betting On Continued Margin Enhancements [View article]
    With DuPont's dysfunctional and distracted Management ditching two centuries of core competency in chemicals with their July 1, 2015 spin-off of Chemours, Dow Chemical becomes the unquestioned leading and premier chemical and materials enterprise in the United States, and second in the world only to BASF. The status of top American firm in the industry carries a lot of investor interest, as well as an attraction for indexing. …funfun..
    May 24, 2015. 03:17 PM | 2 Likes Like |Link to Comment
  • NYT: DoJ finds criminal wrongdoing in GM ignition switch defect [View news story]
    GM CEO Mary Barra should step down or be fired by the GM Board of Directors with dispatch because this brazen criminality took place right beneath her nose, in her various top leadership positions over the past decade. …funfun..
    May 24, 2015. 01:33 PM | 4 Likes Like |Link to Comment
  • NYT: DoJ finds criminal wrongdoing in GM ignition switch defect [View news story]
    We have long contended General Motors and its integrity-depleted Management have been infested with a foul culture of ENRON Ethics.

    In the case of ENRON, innocent people were defrauded of money. Unfortunately in the case of General Motors, defrauded motorists and GM car owners were deprived of their very lives or horribly maimed. Criminal prosecution is demanded by the brazen lying and misconduct of General Motors executives and Managers and engineers.

    May 24, 2015. 01:25 PM | 4 Likes Like |Link to Comment
  • Monsanto Doesn't Need Syngenta [View article]
    The commercial reality is the other way around.

    DuPont Management failed embarrassingly to develop and commercialise their first major effort at a first generation genetically-engineered seed trait, DuPont OptimumGAP. Then unethically they attempted to steal and use Monsanto's superior seed technology. After a federal court jury awarded Monsanto $1 billion in damages, with the definite prospects for a tripling of the award, DuPont Management rushed to settle for $1.750 billion in license fees payable to Monsanto over the next few years.

    In summary, Monsanto has left DuPont AG in the dust over the past decade.

    May 21, 2015. 07:55 PM | Likes Like |Link to Comment
  • The cost of the DuPont-Trian battle [View news story]
    Folks, we cannot for the life of us recount any "grand successes" of the much shrunken and declining DuPont Company for the past decade and a half…can you? Anyone come up with a high-profit, high volume spanking new blockbuster product or breakthrough technology under the command of DuPont Chieftess Ellen Jameson Kullman?

    May 20, 2015. 07:42 PM | Likes Like |Link to Comment
  • Scotts Miracle-Gro extends deal to sell Monsanto’s Roundup [View news story]
    Another coup by superior-managed Monsanto as it expands its lead ahead of its nearest agricultural competitor, the lumbering DuPont AG business.

    May 20, 2015. 09:02 AM | Likes Like |Link to Comment
  • The cost of the DuPont-Trian battle [View news story]
    Who are you, no bio, only two comments, to demand an individual investor be silenced for daring to question the quality and sub-performance of DuPont Management, the Management of a major publicly-traded corporation who owes accountability to the owners, DD shareholders?!

    May 19, 2015. 07:19 PM | 2 Likes Like |Link to Comment
  • Finding A Blue Ocean Strategy Could Help General Motors' Stock [View article]
    Folks, after nearly five years, long-suffering GM shareholders have only collected a total of $1.50 in dividends. How low is the bar set for the proponents and promoters of GM Management that they cite the dividend track record as a compelling reason to have been in this stagnant stock long term? …funfun..
    May 19, 2015. 05:12 PM | Likes Like |Link to Comment
  • The cost of the DuPont-Trian battle [View news story]
    The massive true cost was the commercial reality DuPont Senior Management was all consumed in suppressing any outside influences and saving their lucrative jobs, and no one was really minding the store during the past two years. In the meantime, DuPont's superior-managed competitors such as BASF and Monsanto and Syngenta and Novozymes were intensely focussed on the business at hand, innovating, producing, marketing and growing robustly. …funfun..
    May 19, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • The cost of the DuPont-Trian battle [View news story]
    What a waste of shareholder money! Fighting off a major shareholder with fresh ideas and a successful track record guiding other big corporations. DuPont's ingrown and inept Management in the isolation of Fortress Wilmington should be ashamed.

    Investors should recall that one of the first actions taken by DuPont Chieftess Ellen Kullman upon learning of Mr. Peltz's sizable stake in DuPont was to summon her submissive Directors as "Chair" of the DuPont Board and constructively award herself a massive $50 million platinum parachute in the event she lost control and her job. Ms. Kullman also popped a poison pill into the gut of this declining conglomerate to make it repulsive to takeover or acquisition. How in the world does that benefit the owners of DuPont, DD shareholders?

    May 19, 2015. 04:03 PM | 4 Likes Like |Link to Comment
  • Finding A Blue Ocean Strategy Could Help General Motors' Stock [View article]
    The search for an ocean blue strategy has been futile as most GM shareholders long term remain underwater with the stock selling for less than its opening price of $35.00 at its IPO nearly five years ago, November 18, 2010.

    May 18, 2015. 11:18 AM | Likes Like |Link to Comment