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Quarter-End Insights

Our Outlook for Consumer Defensive Stocks

As inflation becomes more pronounced, look to consumer defensive stocks for opportunities.

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  • 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.

R.J. Hottovy does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.