Post #9 by Jimkredux on the Falling Knives board

Investment Strategies / Falling Knives

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I believe this price area to be a good start for a three to five year horizon. Their business is essentially a flow business. The more volume throughput at a set margin will increase profit. They are in for a couple of tough quarters, but in the longer term should revert to an upward trajectory in both sales and margins. I am selling atm puts as they fall to build a position. I expect a full position with a basis in the mid sixties will look good in 2026.
Jk

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