$CAG

2 theses

bullish 50%neutral 50%bearish 0%

Avg return (3m)

+2.3%

Win rate (3m)

100% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 18, 4:30 PM ET

$CAGr/ValueInvestingStock Analysisneutral

u/rob-choi-investing · 13h agono track record yet

Conagra (CAG) after the $1.9B loss: is the dividend still covered?

After a $1.9B goodwill impairment, CAG's free cash flow has declined 40% in two years while the dividend payout ratio has surged to 68%, leaving coverage uncertain. The author questions whether FY26 represents a trough with sustainable ~$900M FCF (dividend still safe) or the start of ongoing volume declines that threaten dividend sustainability within one year.

At post $15.13Now $15.130.0% since postedas of Sep 18, 4:30 PM ET

original post →

$CAGr/ValueInvestingDiscussionbullish

u/orishasinc2 · 151d ago9 prior · awaiting results

My type of stocks: Old, ugly, ignored, falling in value but not dead; and they even pay a dividend!

Conagra Brands is trading past its 32-year low with a 9.56% dividend yield, presenting significant value for dividend investors in a legacy consumer staples company at historically depressed prices.

At post $14.15Now $15.13+6.9% since postedas of Sep 18, 4:30 PM ET

1d-1.0%

3d-3.4%

1w-2.7%

1m-6.5%

3m+2.3%

6m—

1y—

original post →

End of results.