funfun

U.S. Needs a Structured Approach to Its Industrial Sector

Dow Agricultural Sciences reporting this week showed a robust increase in volume of 10% during Q1 2009. In embarrassing contrast, the lumbering DuPont AG & NUT "platform", which comprises the ponderous Pioneer bureaucracy could eke out only an anemic 1% increase in volume, year over year, competing in the same market conditions.

While Dow Chemical has steadily grown over the past decade, and is now the number two chemical company worldwide, after BASF, the shrunken DuPont Company driven by bad management has plummeted all the way from number one to number nine in revenues! Such a sickening descent. ...funfun..

Cramer's Mad Money - Obama's First 100 Days (4/27/09)

DuPont's bounce-back since January is highly suspect because it appears some traders and investors are NOT factoring in--

(a) the yearly dividend of $1.64 is highly likely to be slashed in the midst of DuPont's cash flow famine and systemic weakness throughout, and more significantly,

(b) the unfolding BIG BLACK HOLE in Pharma earnings. Over $1 billion yearly in DuPont Pharma PTOI will soon disappear with the sure and certain expiration of two DuPont drug patents, Cozaar® and Hyzaar®. These patents and their exclusivity are the only assets left in DuPont's fading and phased-out Pharma "platform".

$1 billion-plus yearly in PTOI goes "POOF"! ...funfun..

U.S. Needs a Structured Approach to Its Industrial Sector

DuPont is manifesting severe systemic weakness throughout, the consequence of years of mediocre Management and missed opportunities. In the Q1 2009 CC, April 21, 2009, CEO Ellen Kullman pretended her ag platform "delivered strong growth".

FACT: Her lumbering DuPont AG & NUT segment showed only sickly "growth" of sales of only 1% by volume!

Her much touted crown jewel, the DuPont AG & NUT bureaucracy lags embarrassingly behind the bio-ag industry leader, superior-managed Monsanto. ...funfun..

Cramer's Mad Money - Who Wants Dupont? (12/18/08)

DuPont has been in a dramatic freefall for over a decade. The same bumbling marginal Management remains intractably embedded, and offers little hope for reversal.

What Management seldom mentions publicly: a looming BIG BLACK HOLE of disappearing earnings. Circa $1 billion in yearly Pharma PTOI will soon begin to vanish with the sure and certain expiration of two DuPont drug patents, Cozaar & Hyzaar, the only assets left in DuPont's faded and phased-out pharma business! ...funfun..