Saturday, March 24, 2007

Consumer Staples (non-cyclical)

With 0% investments is A.f.f.e still underexposed to Consumer Staples. In times of volatility and uncertainty capital will move to sectors with less risk such as health care and consumer staples (non-cyclical). It is my recommendation to invest SEK20.000:- to gain a 5% portfolio share. Recommended stocks are:

  • Axfood (Hemköp, Willys, Dagab och Axfood Närlivs, Sweden)
  • Haakon Invest (Ica, Sweden)
  • Oriflame (hudvård, färgkosmetik, dofter, toalettartiklar och accessoarer, Sweden)
  • Swedish Match (snus och tobak, Sweden)
  • McDonald´s (USA)
  • PepsiCo (USA)

Patrik

3 comments:

Benet said...

Yes. let's invest in non-cyclical shares. I don't know which individual shares are better than the other. You economists have to decide!

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