DuPont: Neutral Rating Was Correct  - Looking Post-Qnity

2025-07-18 10:46:21 ET

I invest quite a bit in chemical companies, and world-leading ones are sort of at the top of my list in the sector. These include companies like BASF SE ( BASFY ), which are generally the leaders in larger parts of the business, but also specific dominating leaders like Brenntag ( BNTGY ), which focuses on distribution. However, it also involves leaders like DuPont de Nemours, Inc. ( DD ), a company steeped in a strong history and tradition. I have shares in the business, but following challenges in the sector went neutral on the company and gave it a hold about 1.5 years ago. Since that time, I have not bought more, nor have I sold off the entirety of my position (I sold 50% in the fall last year at a decent profit, but unfortunately not all)....

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