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DOW - Dow, Inc.


Junto

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Dow has done reasonably well after the spin-off. I agree it’s solid and last quarterly results were pretty resilient relative to its competition (HUN, etc). I bought the remainco stock DWDP, which has a higher multiple, but also higher margin business. I think I would be interested in DOW below $50.

 

The stock is somewhat tied to credit prices (or more exactly to the crude NG spread), since it used cost advantaged NG as an input, while a lot of competition uses crude.

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