No. of Recommendations: 2
Is DIS a Falling Knife?
A good question. I have been accumulating shares when they are <$100/share. It looks like a decent balanced risk/reward at that price but not sure if it's a "falling knife" in the way that we normally talk about things on this board (e.g., INTC before the runup). It would probably need to be below $80/share before it seemed like a bargain. But with solid franchises, a good dividend, the potential for compounding, and recent changes in leadership that could spark upside, it seems like you would be buying a good company at a reasonable price at the current range.