Author Topic: DWDP - Dow DuPont  (Read 46466 times)

Gregmal

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Re: DWDP - Dow DuPont
« Reply #110 on: February 14, 2020, 02:26:37 PM »
Big add for Lee Cooperman.


Gregmal

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dwy000

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Re: DWDP - Dow DuPont
« Reply #112 on: February 28, 2020, 06:56:26 AM »
Okay at $44.50 this is starting to look really interesting.

BG2008

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Re: DWDP - Dow DuPont
« Reply #113 on: April 01, 2020, 12:37:30 PM »
Spek,

Any thoughts at these prices?  Would love to get your inputs.  I doubt many of us expected DD to trade here.  I bought some DD hedges and those paid out pretty well.  But I kept my shares as well. 

undervalued

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Re: DWDP - Dow DuPont
« Reply #114 on: April 01, 2020, 01:30:09 PM »
Spek,

Any thoughts at these prices?  Would love to get your inputs.  I doubt many of us expected DD to trade here.  I bought some DD hedges and those paid out pretty well.  But I kept my shares as well.

What's the most effective way to hedge DD? I am trying to learn how to hedge other positions other than DD.
Don't gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don't go up, don't buy it. - Will Rogers

Gregmal

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Re: DWDP - Dow DuPont
« Reply #115 on: April 01, 2020, 01:55:34 PM »
At this point, probably just position sizing or a pair trade. Options are insanely expensive. If the company will weather the storm, just take the pain at these levels. Ive danced around this a bit and as a result have now about a 2.5-3% position with a cost in the low $50s. I rule!

Spekulatius

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Re: DWDP - Dow DuPont
« Reply #116 on: April 01, 2020, 03:55:20 PM »
Spek,

Any thoughts at these prices?  Would love to get your inputs.  I doubt many of us expected DD to trade here.  I bought some DD hedges and those paid out pretty well.  But I kept my shares as well.

I have no opinion right now. I donít buy it back and quite frankly, unless a business is absolutely bulletproof, I am inclined to just wait a couple of month and see what the fundamental looks like post Covid-19.

Let face it, at $70, this wasnít really cheap. It was only cheap relative to very bloated comps. It will be interesting to see how they hold up in a recession. I would particular look at retaining pricing power.
Life is too short for cheap beer and wine.