Staples case analysis

Long only, long-term horizon, dividend investing, value Summary I recently spent some time highlighting the weakness in the consumer staples space. Yields are high in this space as well. PEP is 1 on this list because of its outsized shareholder returns.

Staples case analysis

Once you have identified the strong and weak sectors, you can then compare the results to a theoretical business cycle chart and - hopefully - determine in which part of the business cycles things are currently.

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That information, in turn, may help you predict which sectors will strengthen in the coming weeks and months. The Business Cycle The graph below shows the idealized business cycle and the intermarket relationships during a normal inflationary environment.

This cycle map is based on one shown in the Intermarket Review by Martin J. The business cycle is shown as a sine wave. The first three stages are part of an economic contraction weakening, bottoming, and strengthening.

Stage 3 shows the economy in a contraction phase, but strengthening after a bottom. As the sine wave crosses the centerline, the economy moves from contraction to the three phases of economic expansion strengthening, topping, and weakening. Stage 6 shows the economy in an expansion phase, but weakening after a top.

Stage 1 shows the economy contracting and bonds turning up as interest rates decline.

Staples case analysis

Economic weakness favors loose monetary policy and the lowering of interest rates, which is bullish for bonds. Stage 2 marks a bottom in the economy and the stock market. Even though economic conditions have stopped deteriorating, the economy is still not at an expansion stage or actually growing.

However, stocks anticipate an expansion phase by bottoming before the contraction period ends. Stage 3 shows a vast improvement in economic conditions as the business cycle prepares to move into an expansion phase.

Stocks have been rising and commodities now anticipate an expansion phase by turning up. Stage 4 marks a period of full expansion.

Both stocks and commodities are rising, but bonds turn lower because the expansion increases inflationary pressures. Interest rates start moving higher to combat inflationary pressures. Stage 5 marks a peak in economic growth and the stock market.

Staples case analysis

Even though the expansion continues, the economy grows at a slower pace because rising interest rates and rising commodity prices take their toll. Stocks anticipate a contraction phase by peaking before the expansion actually ends. Commodities remain strong and peak after stocks.

Stage 6 marks a deterioration in the economy as the business cycle prepares to move from an expansion phase to a contraction phase.The Amistad Case. In February of , Portuguese slave hunters abducted a large group of Africans from Sierra Leone and shipped them to Havana, Cuba, a center for the slave trade.

This accredited online program is an acclaimed review course and has been provided throughout the US and abroad since Updated March , the "Essentials of Case Management" has assisted thousands of healthcare professionals at many levels including those who are preparing for the CCM exam, new to the industry, exploring more efficient models of delivery across the care continuum, and.

Willard Mitt Romney was born on March 12, , at Harper University Hospital in Detroit, Michigan, one of four children born to automobile executive George W. Romney (–) and homemaker Lenore Romney (née LaFount; –). His mother was a native of Logan, Utah, and his father was born to American parents in a Mormon colony in Chihuahua, Mexico.

Alright everyone, sorry it took me a few days to get this one published, but as promised in my article last week highlighting beaten down consumer staples, here's my top .

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Tactical Analysis