Mentioned: British American Tobacco PLC (BATS) , Diageo PLC (DGE) , SABMiller PLC (SAB) , Anheuser-Busch InBev SA/NV (ABI) , Philip Morris International Inc (PM) , Anheuser-Busch InBev SA/NV (BUD) , Kellogg Co (K) , Coca-Cola Co (KO) , Altria Group Inc (MO) , Colgate-Palmolive Co (CL)
- Input cost inflation and subsequent pricing strategies are at the forefront for consumer defensive names.
- With cash balances at multi-year highs, consolidation will remain a key theme in 2011.
- We find more buying opportunities in consumer defensive stocks than discretionary names.
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R.J. Hottovy does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.