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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Lee Lichterman III who wrote (31564)7/26/2021 1:39:29 PM
From: Jacob Snyder2 Recommendations

Recommended By
ajtj99
Lee Lichterman III

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UL vs PG:

Consumer spending has rebounded in the US more than the rest of the world, since the early-2020 lows. UL has a greater % of sales ex-US and emerging markets, compared to PG.

Based purely on demographics, LT growth will be higher in emerging markets than US. So I expect PG outperformance to be temporary.

On the basis of valuation and LT growth prospects, I would prefer UL. Both are excellent companies with superb management.
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