Energy: DowDuPont Is Breaking Up -- What It Means For Investors.
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 11 April 2019
⏱️ 25 minutes
🧾️ Download transcript
Summary
4 years ago, Dow and DuPont merged, creating one of the world’s largest industrial conglomerates. From the start, the plan was to break this newly formed company into 3 separate businesses, each more streamlined and nimble than the combined entity. In early April, the first stage of the breakup took place when New Dow began trading. Motley Fool Contributor Lou Whiteman and Industry Focus host Nick Sciple break down each of the newly formed companies and discuss how investors should be viewing them as they come to market.
Stocks Mentioned: DWDP, DOW
Check out more of our content here:
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:07.0 | Today is Thursday, April 11th, and we're talking Dow DuPont. |
| 0:10.0 | I'm your host Nick Saipo, and today I'm joined by Motley Fool contributor Lou Whiteman via Skype. How you doing Lou? I'm your host Nick Saipoll and today I'm joined by Motley Full Contributor Lou Whiteman via Skype. |
| 0:13.6 | How you doing Lou? |
| 0:14.6 | I'm good, how are you? |
| 0:16.4 | I'm doing great Lou. |
| 0:17.4 | You know, we're going to talk about Dow DuPont today, but before we dive into that, |
| 0:21.4 | you know, I follow you on Twitter. |
| 0:23.8 | You like to talk about Tesla a little bit. |
| 0:25.6 | We've got a little bit of Tesla news today. |
| 0:27.8 | So today, news came out that Tesla and Panasonic |
| 0:32.0 | have agreed to cease further expansions of the Gigafactory. |
| 0:35.6 | You know, what's your reaction to that as someone who likes to follow Tesla, you know, in their free time? |
| 0:40.0 | It's hard to spin this well. You know, either they don't have the money to do it or the demand isn't there and so much of the stocks valuation is based on the expected growth in the company and deliveries. |
| 0:54.0 | Even in the best case that they have the money and they could expand this factor if they wanted to, |
| 1:00.0 | it implies it's not the lowest cost option or they don't have the need for all those batteries. |
| 1:06.6 | I don't, you know, at this point, we'll see what happens with it, but I don't think anyone can |
| 1:11.4 | say down the line there were no signs. Let's just put it that way. with it's |
| 1:13.0 | But I don't think anyone can say down the line there were no signs. |
| 1:14.0 | Let's just put it that way. |
| 1:15.0 | Yeah, it just you know the hits keep on coming for Tesla these days. |
| 1:19.0 | You know we'll see how it how it plays out. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.