FSTA: Consumer Staples Dashboard For November

(7min)

Summary

  • This article provides a top-down analysis of the consumer staples sector, focusing on fundamental metrics.
  • The consumer staples sector as a whole is close to its 11-year averages in valuation metrics.
  • Household products and the beverage industry are undervalued relative to the baseline, while tobacco has the worst value and quality scores.
  • Fidelity MSCI Consumer Staples Index ETF offers low-fee, capital-weighted exposure to consumer staples, comparable to XLP for long-term investors.
  • Five stocks cheaper than their peers in November.
  • Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here »

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This monthly article series reports industry metrics in the consumer staples sector. It is also a top-down analysis of sector ETFs like Consumer Staples Select Sector SPDR ETF (XLP) and Fidelity MSCI Consumer Staples Index

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This article was written by

Fred Piard profile picture
15.77K Followers

Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010.

Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of KO, MO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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