It had been the black sheep of the household products companies for several years now, ... But they've really worked hard to get their cost structure in shape and get inventory under control, and they'd be a great beneficiary of a weakening dollar, which is what we've slowly been seeing here.
More Quotes from Liz Miller:
I think we're in the middle of this painful period and we're just going to churn around for a while.Liz Miller
Similarly, I think beverages have been a great place to be. Pepsi has been doing everything right lately and I think that's a good place to put some new money if people are unsure during these earnings seasons where to go, ... Stable business, great snack food and now the latest media is telling us they're going to really do great in water -- bottled water.
Liz Miller
We're going to be looking for further evidence that it is a tight (labor) market, ... Or there has been some release on that pressure, but I think today's numbers tell us we had better expect the worst.
Liz Miller
It's not good news. Both sides of it -- productivity not as strong as we hoped for and labor costs finally starting to show some of that pressure we all thought was out there. For so long, we would sort of breathe a sigh of relief, but this tells us there's a lot of wage pressure in that tight market.
Liz Miller
Medtronic I think is a great way to play sort of everyone getting older, as they say, the aging baby boom. They have a new product out that was approved last winter. It does two different things. An implantable device, and I'm not sure I'd explain it all well enough, but it's the next generation from the old pacemakers. And they have just over the past week implanted that for the first time in a patient and that's a whole great new product cycle about to start.
Liz Miller
Gillette has been off everyone's radar screen for a couple years. New management last year -- we saw (it) in the first-quarter numbers, finally seeing some benefit of that, ... Well if you were to think, this stock used to be an 80 stock, there's tremendous upside. Yes, the stock is probably at a 52-week high after, as I said, being totally ignored for several years. So I think what you're really seeing is the start of an uptrend.
Liz Miller
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