Robert Bezede
Long/short equity, Deep Value, value, Growth

Investing In The Alcohol Sector Through This Industry Leader; 45% Upside With Liquor Stores NA

As North America's bull market continues to see extended gains following Donald Trump's presidential victory, many investors are beginning to question current valuation levels in the face of increased global uncertainty. When attempting to rebalance one's portfolio in order to preserve capital, companies like Wal-Mart (NYSE:WMT), J&J (NYSE:JNJ), and General Mills (NYSE:GIS) are usually the suggested stocks in order to defend against recessionary pressures in the macro environment. While not entirely "recession-proof," another important sector that is often overlooked is the alcohol industry. Studies like this New Zealand Drug Foundation review confirm that recessions are accompanied by increased demand for alcohol as people struggle to cope with stress due to increased unemployment and economic ...
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