03-17-2015, 10:06 AM
(03-14-2015, 08:57 PM)Kerim Wrote: Good lord, man! No consumer staples?!?!
(Sorry. Sorry. Just sometimes seems like DG is built on a foundation of consumer staples....)
I don't have much in consumer staples either. Nothing against them except the valuation.
Agree that the pharma sector has some attractive stocks, in particular I'm overweight GILD and JNJ, and they're still perfectly buyable. The latter serves as my partial consumer staple (as well as a speculative position in TIS).