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Investment Strategies / Falling Knives
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Author: abromber   😊 😞
Number: of 1113 
Subject: Re: Poorly performing value traps I am buying
Date: 06/30/26 11:44 AM
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No. of Recommendations: 4
I'm waiting for the dividend cut before buying CAG.

Is DIS a Falling Knife? Down 22% for the year, almost 50% from its highs 5 years ago. New CEO and earnings have stabilized around $7/share. ROE over 10%, but the environment is still treacherous for them. The fall hasn't been precipitous, but it has been steady.

abromber
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