I’d like to believe a lot of this is in the price though. The stocks been correcting for months on not so horrible numbers. It is in stage 4 and no way of knowing where the base will be, but seems not too far away from the bottom of the business cycle. Pretty close to trough business cycle and trough margin. The call will tell us more.
Disclosure: Took a small position very recently at about 800. Not great timing I guess 
Looking to add once base forms.
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