Post #499 by ajm101 on the Falling Knives board

Investment Strategies / Falling Knives

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Or, there is a tide in the affairs of consumer discretionary.

I particularly liked Papa John's for various reasons. But they have debt, tariff exposure, and should probably cut their dividend to de-lever. But that is why they are cheap and I was considering averaging down.

But https://www.investing.com/equities/52-week-low (apologies for the low quality 52-week low link) is a veritable who's who of restaurants, beverages, and packaged food.

I think PZZA has a lot to like, but I could say similar about CPB, GIS, HSY, KFT, KO, MDLZ, PEP, QSR, SJM, UTZ, WEN, YUM, et al... it seems like the entire industry is a falling knife and I would be poorly advised to fight the tape on any one of them. I'm curious about others' thoughts.

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