- scuttleblurb - https://www.scuttleblurb.com -

[DWDP – DowDuPont] Rack & Break; Part 2

Two years after it was announced, the merger between Dow Chemical and DuPont finally close in August 2017, creating the conditions for a three-way spin-off that will take place sometime in the next 2-4 months.   This two-step merger/separation process was part of a grand design to drive scale among the businesses that these two companies […]

To access this post, you must purchase Annual subscription [1] or Quarterly subscription [2].

[LEN – Lennar] Valuation Update

Posted By scuttleblurb On In [LEN] Lennar | Comments Disabled

LEN’s y/y home delivery growth has decelerated significantly over the last several years (from mid-teens in fy14 to 9.5% LTM), but in chorus with other builders, the company is singing an optimistic refrain post-Trump. “Since November we have seen a combination of renewed optimism, wage and job growth, and consumer confidence. As a result, our homebuilding […]

To access this post, you must purchase Annual subscription [1] or Quarterly subscription [2].