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No. of Recommendations: 1
I first bought BGS and TSN in late February, but tripled down on BGS a month later. When I sold near $40 this morning it was just too much of a rise and had become just too large of an holding.

It is odd that I first bought BGS and TSN as a defensive play as food producers do relatively well during economic down turns. Odd, and tragic, how covid affected TSN, but not BGS - to me a true black swan.
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