DowDuPont: Sell-Off Has Created An Opportunity

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About: DuPont de Nemours, Inc. (DD)
by: John Abbink
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Summary

Guidance that accompanied the Q4 announcement on February 1 disappointed an unreasonably optimistic analysts’ consensus.

Concerns over revenue at the company's Agriculture unit are obscuring the expected increase in its profitability; the same is true for Transportation and Advanced Polymers.

These concerns have overshadowed what otherwise was a very encouraging (if somewhat confusing) report.

DowDuPont’s (NYSE:DWDP) very solid Q4 report, and a variety of good news that accompanied it, were greeted with surprisingly little enthusiasm. Revenue increased 13%, of which six percentage points were from volume