We're adding to an industrial-focused stock that should be doing much better after earnings

We will be out with our full analysis of the quarter shortly; however, we wanted to get this to members as quickly as possible, as we don't think the price action in DuPont reflects what we saw in the release and heard on the post-earnings conference call

DuPont reported a solid second quarter with sales and earnings outpacing expectations, thanks to strong fit margin expansion

Cash flow was also much better than expected

Equally important, the guide for the current (third) quarter was ahead of what the Street was looking for

Management also raised their full-year outlook

On the call, CEO Lori Koch said the dynamics that drove the strong second quarter continued into Q3

Meanwhile, IndustrialsCo reported 1% organic sales growth, with a 2% increase in volume partially offset by a 1% decline in price

DD YTD mountain DuPont YTD Regarding the separation of electronics, which will be known as Qnity, the company reaffirmed its Nov. 1 spin-off target date

The electronics makes ducts that service the semiconductor industry, which has benefited from the AI trade

DuPont management will be hosting an Investor Day event on Sept. 18 to introduce Qnity and the new DuPont

Given the strong quarterly results, a higher full-year outlook, and the upcoming break-up catalyst, we think the muted reaction in the stock represents a buying opportunity, and we are, therefore, taking advantage of it. (Jim Cramer's Charitable Trust is long DD

See here for a full list of the stocks.) As a r to the CNBC with Jim Cramer, you will receive a trade alert before Jim makes a trade

Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio

If Jim has talked a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade

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