“The nice thing about Dow is they weren't whining about the hurricanes. It's operational issue. They took it on the chin, versus other (companies) who whine about it and treat it like a one-time issue.”
“This issue from a financial perspective is relatively small. Every time this kind of thing has come up in the past, they have generally settled the dispute or paid a fine.”
“It looks like things are on track here. This seeds and traits business looks pretty good. In the past we wouldn't be surprised if they lost money in this seasonally slow quarter.”
“The corn business did very well. They may be capturing some market share. Those revenues were up pretty substantially, and that really helped to drive profits.”
