Traeger Can Still Cook

2025-09-27 08:40:56 ET

Many investors associate weakening fundamentals with a declining share price. In the near term, that can certainly be true. Having said that, if a company is cheap enough, it can still be an attractive prospect even with revenue, profits, and cash flows, all dropping. A good example of this that has yet to pay off for me is Traeger ( COOK ), a small business that produces and sells grills, cooking appliances, and consumables that are important for those appliances. Back in May of this year, I made the decision to upgrade the company from a ‘hold’ to a ‘buy’ after the stock had plummeted 55% over worries regarding tariffs and the economy more broadly. I argued that while there would be an impact that negatively affected the firm for the year, shares were cheap enough to justify upside....

Read the full article on Seeking Alpha

For further details see: