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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (78351)10/27/2025 8:50:28 AM
From: E_K_S  Respond to of 78414
 
I still hold BGS no recent adds. Actually did a Tax loss harvest on my high cost shares earlier this year.

FWIW started a position in CAG last week after completing the tax loss harvest earlier this year. Good dividend and defensive.



To: Elroy who wrote (78351)10/27/2025 10:51:41 AM
From: Bob Rudd1 Recommendation

Recommended By
S. maltophilia

  Respond to of 78414
 
BGS will likely cut that dividend..it might be a buy then for a trade. Branded foods likely to see share eroded as tariffs push challenged consumers to private label foods.
Danone is doing relatively well but it's price reflects that.



To: Elroy who wrote (78351)10/27/2025 2:40:45 PM
From: Paul Senior  Read Replies (1) | Respond to of 78414
 
"I was trying to find a large blue chip food company that's doing well rather than these turkeys."

Fwiw, stock of egg producer CALM has cracked a bit, and I'm adding a few shares here to my position.

finance.yahoo.com



To: Elroy who wrote (78351)10/27/2025 3:09:10 PM
From: S. maltophilia2 Recommendations

Recommended By
E_K_S
sjemmeri

  Respond to of 78414
 
BGS

“Our decision to sell the Green Giant and Le Sieur brands in Canada is another milestone in our ongoing effort to divest brands and product lines that are non-core to B&G Foods’ long-term strategy, sharpen our focus...

sec.gov

B&G Foods, Inc. manufactures, sells, and distributes a portfolio of shelf-stable and frozen foods, and household products in the United States, Canada, and Puerto Rico. The company’s products include frozen and canned vegetables, vegetables, canola and other cooking oils, vegetable shortening, cooking sprays, oatmeal and other hot cereals, fruit spreads, canned meats and beans, bagel chips, spices, seasonings, hot sauces, wine vinegar, maple syrups, molasses, salad dressings, pizza crusts, Mexican-style sauces, dry soups, taco shells and kits, salsas, pickles, peppers, tomato-based products, crackers, baking powder and soda, corn starch, nut clusters, and other specialty products. It markets its products under various brands, including Ac’cent, B&G, B&G Sandwich Toppers, B&M, Baker’s Joy, Bear Creek Country Kitchens, Brer Rabbit, Canoleo, Cary’s, Clabber Girl, Cream of Rice, Cream of Wheat, Crisco, Dash, Davis, Devonsheer, Don Pepino, Durkee, Grandma’s, Green Giant, Joan of Arc, Las Palmas, Le Sueur, MacDonald’s, Mama Mary’s, Maple Grove Farms of Vermont, McCann’s, Molly McButter, New York Flatbreads, New York Style, Old London, Ortega, Polaner, Red Devil, Regina, Sa-són, Sclafani, Spice Islands, Spring Tree, Sugar Twin, Tone’s, Trappey’s, TrueNorth, Underwood, Vermont Maid, Victoria, and Wright’s. The company also sells, markets, and distributes household products under the Static Guard brand. It sells and distributes its products directly, as well as through a network

seekingalpha.com

Focus. What focus?

I'm waiting for a dividend cut, too. And find out what the gain (loss) on that divestiture was.