Subject: Re: Poorly performing value traps I am buying
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