Is 2026 the year for Value Investing?

AI Summary

Author argues value stocks are due for a comeback in 2026, citing his holdings CAG, HRL and Telus (Canadian telecom) as cheap, dividend-paying survivors that rose while the market fell on Friday.

CAG — LONG The author argues packaged food companies like Conagra are trading at decade lows while paying fat dividends, making them attractive value plays after years of underperformance. He cites his own position in CAG rising while the broader market dumped on Friday as evidence that money may rotate back into long-established businesses. The thesis rests on a general value rotation in 2026 rather than a company-specific catalyst, and no specific risk is stated.

Sectors like packaged food are trading at decade lows while churning out fat dividends. While everything dumped on Friday my value picks actually went up. CAG, HRL, Telus (canadian telecom).

HRL — LONG The author argues Hormel, as a packaged food company, is trading at decade lows while still paying fat dividends, making it a value pick for a potential 2026 rotation back into established businesses. He cites his own HRL position rising while the market fell on Friday as supporting evidence. The thesis is a broad sector/value argument without a company-specific catalyst, and no risk is stated.

Sectors like packaged food are trading at decade lows while churning out fat dividends. While everything dumped on Friday my value picks actually went up. CAG, HRL, Telus (canadian telecom).

T.TO — LONG The author lists Telus, a Canadian telecom, among his value picks, arguing that businesses in industries that will not disappear in the next 100 years and have survived major crashes deserve renewed investor money in 2026. He cites his Telus position rising while the market dumped on Friday as evidence of the rotation. The thesis is a broad value/defensive argument with no company-specific catalyst or stated risk.

While everything dumped on Friday my value picks actually went up. CAG, HRL, Telus (canadian telecom).

Score 8

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u/BlueYokoWorld Reddit r/ValueInvesting

CAG cheap packaged food with fat dividend

The author argues packaged food companies like Conagra are trading at decade lows while paying fat dividends, making them attractive value plays after years of underperformance. He cites his own position in CAG rising while the broader market dumped on Friday as evidence that money may rotate back into long-established businesses. The thesis rests on a general value rotation in 2026 rather than a company-specific catalyst, and no specific risk is stated.

u/BlueYokoWorld Reddit r/ValueInvesting

HRL cheap packaged food with fat dividend

The author argues Hormel, as a packaged food company, is trading at decade lows while still paying fat dividends, making it a value pick for a potential 2026 rotation back into established businesses. He cites his own HRL position rising while the market fell on Friday as supporting evidence. The thesis is a broad sector/value argument without a company-specific catalyst, and no risk is stated.

u/BlueYokoWorld Reddit r/ValueInvesting

Telus defensive Canadian telecom value pick

The author lists Telus, a Canadian telecom, among his value picks, arguing that businesses in industries that will not disappear in the next 100 years and have survived major crashes deserve renewed investor money in 2026. He cites his Telus position rising while the market dumped on Friday as evidence of the rotation. The thesis is a broad value/defensive argument with no company-specific catalyst or stated risk.

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Ideas

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