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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (78155)	9/30/2025 9:05:29 AM
From: Madharry	Read Replies (1) of 78464

I will listen to the conference call later. there is a reason the old ceo was brought back in to run the company, I am a bit concerned that passes for the forthcoming season through sept 19 has not kept pace with unit sales of prior years. its possible that last season s labor strike had something to do with this, but I will listen to the conference call when I have a chance. stwd ex dividend today so the distribution yield is close to 10%. MU is already rebounding nicely after a very strange response to a stellar earnings report and guidance.

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