But they also see many uncertainties. Another problem stated in the company's notice to shareholders is the Clinton administration's proposal to change the tax status of tracking stock--making the distribution a taxable event, as I understand it. That may limit the amount of "gain" from a spin-off.
In the main--this seems like a good stock for the long-term, regardless of the spinoff. Few companies in the world can claim to have the amassed brainpower of DD. I sense that Holliday means business. The "Gunpowder Makers on the Delaware" have been around for nearly 200 years--they will be around for at least another 200, and make lots of money for people in the process.
I admit to a bias. I was a University Scholar at the University of Delaware, and the DuPont's Foundation money contributed directly and indirectly to subidize my Master's--for that I am always grateful.