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Strategies & Market Trends : Young and Older Folk Portfolio

SLV 101.59

+3.3%

Jan 27 4:00 PM EST

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chowder

SeeksQuality

To: SeeksQuality who wrote (25657)	1/27/2026 12:09:46 PM
From: Pete DGI	2 Recommendations of 25709

Beverages: I own Both KO and PEP. Prefer KO as a pure play but at lower prices. PEP neglected investment in its soda for too long (can they recover their lost market share?) and consumers seem to have reached a price ceiling on their snacks. Food products: I own GIS and HRL. Prefer GIS as sales outlook for premium dog food is positive. Overall, this is a challenging sector; since organic growth is difficult to come by, I am questioning whether I need exposure to it at all. Household: I own PG. I recently sold my KMB position at a loss. Reasoning: if years of internal restructuring haven't improved revenue or margins, why double down by acquiring KVUE, which has its own growth and litigation issues? I prefer PG at lower prices. Agree with you SCHD could be a good substitute to avoid the individual company execution risk. (Consumer staples 18% of assets)

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