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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (77509)	5/1/2025 12:30:14 PM
From: Bob Rudd	Read Replies (2) \| Respond to of 78783

Actually dropped 23% due to 93% dividend cut. I anticipated a cut but not that. One consolation, the CEO lost $700k on his shares. Many others like the CFO also took hits. This was a tiny 1/4% holding for me, but it still pisses me off that they hosed shareholders to that extent.

To: E_K_S who wrote (77509)	5/4/2025 7:07:52 PM
From: Spekulatius	1 Recommendation Recommended By Lance Bredvold Read Replies (1) \| Respond to of 78783

OGN - that dividend cut is overdue. Even 4x EBITDA leverage is too high if the business is shrinking, as is the case with IGN. VRTS is in the same boat, imo. The tariffs on pharmaceuticals are a wildcard. They have manufacturing plants all over the world, but buy many ingredients from China and India. It remains to be seen if they can pass on cost increases to consumers without denting their margins. They will have to invest in US plants which may impair the value their existing manufacturing footprint and on any case dent FCF, so dividends , buybacks and perhaps even debt reducing goes in the back burner for a couple of years. Thats not something I would invest on right now.