10Mês·

Basic consumer goods for the win?

Consumer staples are not really my cup of tea. Nevertheless, I see the greatest need to catch up in this area. It feels like we're going into a sector rotation, which gives me an idea that $PEP (-1,24%)
$PG (-0,14%) , $KHC (+1,99%) , $CLX (+1,2%) , $CL (-0,24%) and Co. could outperform for a while in the near future.

Is anyone stocking up? What are your favorites in this sector? I'm pretty much blank here and would most likely favor the classics mentioned above.

Any opinions, tips?

6 Comentários

Novius@Novius

10Mês

I am speculating on a turnaround of $KHC

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NEWT@SteelAnacott

10Mês

When it comes to basic consumption, I have been relying on $AD for years, although it is probably not very favorable compared to the past.

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Lanre@Lanre

10Mês

Im slowly creating a position on PG and PEP. I think basic consumer sector is a good oportunity right now

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KarlMags@jjjjjonas

10Mês

$BEI has lost a lot of ground in the last six months, so there is definitely potential for price increases.

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Brody@Brody

10Mês

A few weeks ago, I also shifted partial profits at $IREN into $PG and $NESN to take some vola out of the portfolio.
the portfolio.

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Ruben Schoff@Sand

10Mês

Pepsi is solid and generates enough cash flow to regularly pay out dividends and increase them minimally, and has a kgv of less than 20, which is a moderate/cheap valuation historically. Buy leave it simple

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