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- Dow Chemical Presents Some Bad Charts for Economic Bears
- Todd Sullivan submits: We have mentioned before about Dow Chemical DOW and its place in the economic food chain. Its basics plastics division is ground zero for the economy. Any economic improvement will be felt here first as the order to make stuff to sell comes there before anywhere...
- External links 2009-07-31
- Dow Chemical's Recent Debt Offering Saves Dow Ag
- Todd Sullivan submits: There is now no reason to sell Dow Ag unless Dow Chemical DOW CEO Andrew Liveris intends to commit career suicide. From the press release emphasis mine: by Todd Sullivan
- External links 2009-08-10
- Greenlight's Einhorn: Buying S&P 500 and General Electric Puts
- Todd Sullivan submits: It would appear Einhorn is not a believer in the recent rally as he added puts in the S&P SPY and General Electric GE to his portfolio in the last quarter. Maybe this is why? From Bespoke by Todd Sullivan
- External links 2009-08-16
- Dow's and Monsanto's SmartStax Looks Like a Blockbuster
- Todd Sullivan submits: Folks have wondered why I am so high on Dow Chemical Co.'s DOW Dow Ag division. I came across this while on vacation:From Bloomberg: by Todd Sullivan
- External links 2009-08-21
- Dow Can Pay Takeover Debt: Can It Make Takeover Work?
- Todd Sullivan submits: Dow Chemical DOW said at the time the Rohm & Haas ROH deal was completed they intended to pay off the bridge loan used to finance it before the end of the year. They have done that The Dow Chemical Company (NYSE: DOW) and K+S Aktiengesellschaft...
- External links 2009-09-30
- Dow/Monsanto's New Corn: Latest Data
- Todd Sullivan submits: Dow Chemical DOW and Monsanto MON have combined to develop a one of a kind corn seed, 'SmartStax'. Using Monsanto’s recent earnings release, we can start to put some hard numbers to it possible effect. Here is a previous post on the subject This...
- External links 2009-10-09
- A Look at the Global Economy via Dow Chemical's Operating Rates
- Todd Sullivan submits: We have referenced this chart in the past and it bear looking at again. It is from Dow Chemical’s DOW earnings presentation today. Why does what Dow does matter? As we have said many times, Dow is at the ground floor of what happens...
- External links 2009-10-22
- Market Not Recognizing Significance of Dow Ag
- Todd Sullivan submits: Barron’s did a mea culpa of sorts this week in finally admitting the Dow DOW and Rohm & Haas deal was a good idea. But, in my humble opinion, they missed the most exciting part of the story. Here is the link to the full article:...
- External links 2009-12-07
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