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| Symbol | Sector | Return | Exposure | Trades | Last Trade | Status | |
|---|---|---|---|---|---|---|---|
| DOW | Commodity Chemicals | -44.93% |
|
2 | 26-Sep-08 | Currently Holding |
20-Aug-08
DOW rationale
Holding Rationale for DOW.
Dow Chemical requires no introduction. Buffett financed Dow’s acquisition of Rohm and Haas with a convertible bond yielding 8.5% and convertible at a share price of $41. There is some debate about whether Dow overpaid for its new acquisition, but the consensus is that the company has a better product mix and market share after [...]
Tagged Stocks: DOW
Posted at 19:52 in Holding Rationales | Permalink | Comments () | Top
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