| Foreword. Preface. Acknowledgments. Part 1: Getting Started in Consumer Staples. Chapter 1: Consumer Staples Basics. Overview. Consumer Staples, Meet Your Distant Cousin-Consumer Discretionary. An Introduction to the Business Cycle's Winds of Change. Boring Can Be Beautiful. Chapter 2: History of Consumerism in America. Colonial America and Consumerism. Mass Production in the Late 19 th Century. The Roaring Twenties and the Consumer Economy (1921-1929). Mass Marketing & the Modern Day Consumer Products Industry. The Modern Landscape and What to Expect In the Future. Chapter 3: Consumer Staples Sector Drivers. Economic Drivers. Political Drivers. Sentiment Drivers. Part 2: Next Steps: Consumer Staples Details. Chapter 4: Consumer Staples Sector Breakdown. Global Industry Classification Standard (GICS). Global Consumer Staples Benchmarks. Food, Beverage & Tobacco. Household & Personal Products. Food & Staples Retailers. Chapter 5: Challenges in the Consumer Staples Sector. Challenge #1-Growing in Mature Industries. Challenge #2-Dealing With Volatile Input Costs. Chapter 6: Consumer Staples in Emerging Markets. Opportunity Knocks. Emerging Markets and Consumer Products. Investment Idiosyncrasies. Part 3: Thinking Like a Portfolio Manager. Chapter 7: The Top Down Method. Investing is a Science the Top-Down Method Top-Down Deconstructed Managing Against a Consumer Staples Benchmark Chapter 8: Security Analysis. Make Your Selection. A Five-Step Process. Important Questions to Ask. Chapter 9: Consumerize Your Portfolio - Investing Strategies. Strategy #1: Playing the Market Cycle. Strategy #2 - Playing Style Shifts. Strategy #3 - Develop New Categorizations. Implementing Your Strategy. Appendix: Consumer Staples Sector Resources. Notes. Glossary. About the Authors. Index. |
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