Comments for DOW - Stockpickr! Your Source for Stock Ideas

Comments for DOW

Added By	Comments	Type	Date Added
bsharkody	Chemical	Love	September 19, 2009
barrons3	PPG Industries (PPG) may be Cramer’s favorite chemical company, but Dow Chemical (DOW) gains the most from changing nat-gas prices. For every $1 change in natural gas price per British thermal units, Dow’s earnings per share change 31 cents to 40 cents. The company’s expected to earn 27 cents in 2009 but $1.07 in 2010, so cheap natural gas is “huge,” Cramer said, for Dow Chemical.	Love	September 17, 2009
barrons3	In the past month, the companies in these industries – International Paper (IP) and Temple-Inland (TIN) for corrugated boxes, PPG Industries (PPG) and Dow Chemical (DOW) for PVC and Martin Marietta Materials (MMC) for the aggregates used in bricks – have reported a bump in business. Cramer wasn’t surprised, though, because the stock market usually predicts the economy’s movements six months ahead of time, and we’d hit a low in early March.	Love	September 17, 2009
barrons3	At that price, there is so much good that can happen in expanding margins of the many companies that use natural gas, mostly chemical companies such as Dow Chemical (DOW) and PPG Industries (PPG) but also any company involved in acquiring plastic or its derivatives, certainly glass makers such as Owens-Illinois (OI), which has skyrocketed, and, of course, utilities.	Love	August 20, 2009
u140331	cycle	Love	August 18, 2009
lampkiel@yahoo.com	Poor Management	Hate	July 31, 2009
barrons3	The turn in Dow Chemical (DOW) is being viewed as real. This is one where for a while the whole company seemed to be in doubt off the Rohm & Haas deal. But with raw costs -- natural gas -- way down, the balance sheet improving and the tremendous amount of cost-cutting flowing through, this one's viewed as being a hugely successful turn. Andrew Liveris talked about progressive improvement in the quarter, once again reminding us that July was a strong month.	Love	July 30, 2009
barrons3	The industrials, transports, retailers, minerals and oils were “the severe-disease plays,” Cramer said. No one thought they would recover, and bankruptcy, it seemed, was a foregone conclusion. Not anymore, though. As the economy improves, so, too, will the US Steels (X), Nordstroms (JWN) and Dow Chemicals (DOW) of the world. These companies “are no longer in critical condition,” and Cramer predicted “a full recovery” as they rebuild their balance sheets.	Love	July 23, 2009
plhofmei	Company that is making a turn-around from a poorly timed take-over. Much of the position acquired below $10.	Love	July 20, 2009
barrons3	Our stock market cannot absorb another run to $70 or $80 oil. The Procter & Gambles (PG) and the Dow Chemicals (DOW) cannot withstand it.	Love	May 21, 2009
Stockpickr Staff	"That means virtually any of the large-cap banks or retailers or auto-related entities or insurance companies or natural gas companies that are too levered are candidates for a spot equity offering. Think about it: offerings like Simon Property's (SPG) have been going on for weeks in the real estate investment trusts and the utilities. Dow Chemical (DOW) and Las Vegas Sands (LVS) showed you a similar pattern." (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=8f053f2a-e87f-4c21-b108-9c07006a98f7" target="_blank">"A Bevy of Bank Offerings," 5-12-09</a>)	Love	May 13, 2009
jerryhengy1	lost big	Hate	May 13, 2009
Stockpickr Staff	"Drilling budgets will be renewed and grow larger, and nat gas - particularly Dow Chemical (DOW) or International Paper (IP) -- should be locked in for years at these prices because they aren't going to stay here much longer." (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=cab92cc3-92cb-4059-b309-9bfc0112ce4e" target="_blank">"Dining at the Oil Trough," 5-1-09</a>)	Love	May 04, 2009
Stockpickr Staff	"There are tons of real beats out there. I didn't expect Owens-Illinois (OI) to do that well, for certain. ... Dow Chemical (DOW) obviously had a lot of fat. ... Everyone's saying now that April's been pretty darned good. ... Taiwan Semi's (TSM) a monster, and a great play on China." (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=27bba2e1-5ea2-4601-86ae-9bfb00975fe0" target="_blank">"Flu Panic Led Shorts to Lean too Far," 4-30-09</a>)	Love	May 01, 2009
barrons3	I did not see Dow Chemical (DOW) having so much opportunity, and I did not see Andrew Liveris as the man who could pull it off, because he got the company into this mess to begin with. Dow's situation works because it was priced for default, and with all of the divestitures and with all of the raw costs going better than expected, he's going to pull this off.	Love	April 30, 2009
faye333	no particular reason	Love	April 26, 2009
era	AN OLD CO.	Love	April 26, 2009
k. w. moore, sr.	diversity	Love	April 15, 2009
lryers	like the company	Love	April 08, 2009
richappen	balance sheet	Hate	April 07, 2009
sarah z	From a recent Mad Money show::"I think Dow and DuPont (DD) have bottomed, but that tells me to buy PPG Industries (PPG) which is better quality."	Love	March 30, 2009
sarah z	From a recent Mad Money show:"I think Dow and DuPont (DD) have bottomed, but that tells me to buy PPG Industries (PPG) which is better quality."	Love	March 26, 2009
sarah z	From a recent Mad Money show:"I have to tell you they've got the worst CEO ever. I can't buy that one."	Love	March 11, 2009
reddiablosv	CEO misleads investors.	Hate	March 10, 2009
tomwklose	It was going to be a winner... :(	Hate	February 25, 2009
sarah z	From a recent Mad Money show:"They finally cut the dividend and it's a disaster. I don't have anything to say about their CEO."	Love	February 18, 2009
barrons3	Dividend cuts continue to come fast and furiously. We initially put Harley-Davidson and Dow Chemical on our endangered-dividend list, but removed them after the companies slashed their payouts last week.	Love	February 14, 2009
barrons3	Dow Chemical (Barron's, Feb. 2) slashed its never-before-cut quarterly common dividend Thursday 64%, to 15 cents a share from 42 cents. The company (DOW) has been making payouts since 1912.	Love	February 14, 2009
sarah z	From a recent Mad Money show:"They finally cut the dividend and it's a disaster. I don't have anything to say about their CEO."	Love	February 13, 2009
sarah z	From a recent Mad Money show:"I think until their CEO is gone, you're not going to see a thing from them. You have to sell, sell, sell."	Love	February 02, 2009