6Mes·

Consumer & Co

It is worrying to see how American consumer staples stocks and other higher-quality dividend stocks are being driven into the ground. Shows me that things are in trouble over there. Tech and Ki are mainly holding the flag up. I miss the rotation of the market into the above markets. Hope that starts slowly.

An outright correction would pull these already battered stocks down another 10-15%.

$PG (-0,54%)
$CLX (-0,54%)
$KHC (-0,36%)
$GIS (+0,46%)
$CL (-0,12%)
$KMB (-0,04%)
$PEP (-0,02%)
$SBUX (+0,21%)
$DGE (-0,78%)
$RI (+0,14%) and many more

8 Commenti

Fabi@fabsch

6Mes

I think this means that the sector in question has already suffered well and that an all-encompassing correction could possibly end "mildly". I am also anti-cyclical in this sector and buy regularly.

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TheCashConcierge@TheCashConcierge

6Mes

They will shine again in the next real bear market like 2022 at the latest - I got into the sector last month, you don't always have the opportunities.

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Epi@Epi

6Mes

The US consumer is not doing well. Sentiment is poor and falling steadily.
If the AI values now also collapse, then the 401ks will bleed and consumption will fall further.

I would possibly look for consumer stocks in EM.

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Darkwingduck@Darkwingduck

6Mes

@Epi Do you have any candidates? I only have Coupang $CPNG

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Epi@Epi

6Mes

@Neyney No, I don't have any specific candidates. But they should be easy to find.

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Darkwingduck@Darkwingduck

6Mes

I just had a look and of course $MELI came up, but $SE also looks exciting. I also see great potential in the area of e-commerce in particular through the use of AI in sales and logistics.

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Sebastian@Sebastian85

6Mes

@Epi dedicated consumer stocks in EM, I would almost rather bet on a high dividend EM ETF

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Epi@Epi

6Mes

@Sebastian85 Also works. There are usually many banks included. They react somewhat differently to consumption. You should know this in order to adjust your expectations accordingly.

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