Poorly performing value traps I am buying

The week's question

In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

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Investment Strategies / Falling Knives

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No. of Recommendations: 13

Not so much falling knives and slow motion train wrecks. I am stepping into consumer noncyclicals. Not in a huge way, but Energizer (ENR), Campbells (CPB), Flower Foods (FLO), Haleon (HLN), and Kraft Heinz (KHC).

I stopped short of Conagra (CAG) because it was too messy. Similarly for Keurig Dr Pepper (KDP), but for being too clean.

I just wanted to post this so I could publicly shame myself for poor decision making years down the line.

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