Consumer Stocks: A Staple for Your Portfolio

Linda Bolton-Weiser, managing director at Caris & Company, says consumer staples stocks are the way to go. She expects earnings growth in the sector to be relatively strong at "around 10 percent on average."

"I think that many, if not all, are going to meet earnings expectations for the third quarter," she said. "If that’s the case, it will be interesting to see how these stocks behave...[some of the companies] have strong balance sheets, strong cash flow, and some of them are looking very inexpensive right now."

Plus, the sector tends to outperform other parts of the market during recessions, she says.


Proctor & Gamble


Estee Lauder

Avon Products

Alberto Culver

"Earnings growth is pretty stable for these companies regardless of the economy…The average dividend yield is about 2 to 2.5 percent," said Bolton-Weiser.

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Bolton-Weiser does not own stocks from any of the companies mentioned above.