We don't think the price action in DuPont reflects what we saw in the release and heard on the post-earnings conference call.
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A solid first outing for the new DuPont, which on Nov. 1 spun off its electronics business.
The reason? There was some noise around the quarterly numbers.
The shares are down about 7% in premarket trading.
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
The new DuPont will focus on four key markets: health care, water, and diversified industrials.
The company's earnings report wasn't perfect, but the long-term story is still intact.
