RE:RE:Q3 NOT A GOOD EXAMPLE OF WGL POTENTIALjeffpei wrote: Expect that in time rational thinking will replace panic selling. Watched a similar pattern with AD over the past year. I suspect we will begin a slow recovery from this bottom.
There's no comparison here. Alaris was down because their payout ratio was creeping close to 100% and there was uncertainty about whether they could deploy more capital. They did, and the stock recovered somewhat.
ALA is having an existential crisis. Management was wrong in its projections for the WGL merger, and no one knows how wrong, or if they're still being too optimistic, or really what their plan is or what the company will look like in a year.
The level of uncertainty is 10x what it ever was in Alaris.