Aug. 4 at 10:42 AM
$GIS $CPB $INGR
While I recently held 6 food related tickers, I’ve reduced that down to GIS, CPB and INGR.
For several years now, I’ve stated that a mid 2027 recession was coming. I see more people being forced to eat at home.
I feel that GIS and CPB will be big winners of this transition. INGR sells to basically every food producer, no matter what they produce.
My position size for all three is under 3% and eventually I want 10% total exposure.
I will be accumulating here.
