Silke
02.01.2001, 12:37
eben hab ich michnoch mit Sky darüber unterhalten. Und nun finde ich den nachfolgenden Artikel auf yahoo.
Also so schlecht sind wir doch garnicht http://www.stock-channel.net/Board/smilies/wink.gif !
bye
MM, heute Gilette kaufend
Monday January 1 10:59 AM ET
Brighter Future for Consumer Products
By Brad Dorfman
CHICAGO (Reuters) - Stocks of consumer product companies, already recovering after a tumultuous year, could rise further in 2001 if the U.S. economy slumps, making traditionally defensive sectors even more attractive to investors, analysts said.
Historically, shares of consumer product and food makers have done well in an economic downturn, because people keep eating and using soap and toothpaste even if they aren't buying big ticket items like cars.
``I would guess the old rules will probably still apply,'' Art Cecil, research analyst at investment management firm T. Rowe Price, said. ``If we have some sort of a recognizable downturn in the economy, these stocks will probably perform better, using the old rules to the game.''
The shift into consumer product stocks began in the last few months of 2000. The Standard & Poor's household products index (^SPPROD - news) began the year sharply underperforming the broad S&P 500 index (^SPX - news). But as investors fled tech stocks, the consumer sector recovered, with the index down only about 9 percent relative to the S&P 500 on Thursday.
Some analysts warn that valuations have now caught up with the rest of the market, making the stocks less attractive. Earlier this month, Lehman Brothers analysts began coverage on six companies in the cosmetics, household and personal care sector with a ``decidedly neutral view on the group.''
Also so schlecht sind wir doch garnicht http://www.stock-channel.net/Board/smilies/wink.gif !
bye
MM, heute Gilette kaufend
Monday January 1 10:59 AM ET
Brighter Future for Consumer Products
By Brad Dorfman
CHICAGO (Reuters) - Stocks of consumer product companies, already recovering after a tumultuous year, could rise further in 2001 if the U.S. economy slumps, making traditionally defensive sectors even more attractive to investors, analysts said.
Historically, shares of consumer product and food makers have done well in an economic downturn, because people keep eating and using soap and toothpaste even if they aren't buying big ticket items like cars.
``I would guess the old rules will probably still apply,'' Art Cecil, research analyst at investment management firm T. Rowe Price, said. ``If we have some sort of a recognizable downturn in the economy, these stocks will probably perform better, using the old rules to the game.''
The shift into consumer product stocks began in the last few months of 2000. The Standard & Poor's household products index (^SPPROD - news) began the year sharply underperforming the broad S&P 500 index (^SPX - news). But as investors fled tech stocks, the consumer sector recovered, with the index down only about 9 percent relative to the S&P 500 on Thursday.
Some analysts warn that valuations have now caught up with the rest of the market, making the stocks less attractive. Earlier this month, Lehman Brothers analysts began coverage on six companies in the cosmetics, household and personal care sector with a ``decidedly neutral view on the group.''