Subject: Poorly performing value traps I am buying
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.