Jim Cramer’s Recent Takes on These 21 Stocks

19. DuPont de Nemours, Inc. (NYSE:DD)

Number of Hedge Fund Holders: 52

DuPont de Nemours, Inc. (NYSE:DD) is one of the stocks that Jim Cramer shared his take on. When a caller asked if it still makes sense to hold the stock after owning it for 20 years, given the recent Qnity Electronics’ spinoff and an upcoming reduction in the company’s dividend, Cramer said:

“You should… You are because Lori Koch is terrific. The properties are really great. Do not sell DuPont. The water business is really great. The materials are really great. You really do not want to sell it. She’s doing a fabulous job.”

DuPont de Nemours, Inc. (NYSE:DD) provides technology-driven materials and solutions for electronics, industrial, and specialty markets. During the October 10 episode, Cramer said he is a “believer in the story.” The Mad Money host said:

“I figured it was worth owning this one because, well, given his track record, Breen would be able to find some way to extract value. And about 18 months ago, we learned how that is going to happen… Qnity Electronics, unlike some spinoffs, where a slower-growing, less exciting part of the business is being jettisoned, this is actually the more exciting part of DuPont’s business…

It’s a great value proposition. I’ve checked it out. I really like it. And hey, the numbers for Qnity look pretty darn good…

So to start, there’s a value argument to be made for DuPont right here, right now… Now, at this investor day, DuPont put out some medium-term financial targets… Those numbers sound great. In fact, you could say they sound incredible… So can they hit those targets? Look, we own DuPont for the Charitable Trust, as I mentioned, so you know, I’m a believer in the story. However, they won’t be able to hit those numbers without a series of rate cuts…

In the end, I’m very bullish on the Qnity spinoff. It should keep doing pretty well. Semiconductors stay hot thanks to the AI boom, despite the tariff news that we got this very evening. But as for DuPont itself, the bottom line is that right now, what this company has got going for it is a cheap valuation. Without some rate cuts, it’s going to be tough to own. That said, I still believe that Executive Chairman Ed Breen can unlock a lot of value just like he did with Tyco and DowDuPont in the past.”