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Asset Allocation, Part 3 + Consumer Staples Sector Top Picks

Posted: 02/14/2024

Slideshow

This week, Zacks Chief Equity Strategist and Economist John Blank, PhD discusses:

โ€ข More on the Zacks approach to asset allocation, plus an overview of top stocks in the Consumer Staples sector. John writes the Zacks Monthly Investing Update and Asset Allocation report, and the first half of this week’s webinar is the conclusion of his series on asset allocation, specifically looking at Zacks ETF model portfolio cumulative and annualized returns at various weights as well as portfolios formed from other mutual funds and ETFs.

โ€ข John then shifts gears to look at top picks in the Consumer Staples sector, which includes food, beverages, publishing, soaps/cosmetics, tobacco, and miscellaneous. John defines “top” stocks using three screening metrics: market capitalization, number of analysts following the stock, and largest percent change in F1 EPS estimate (the most important element used in assigning a Zacks Rank to stocks).

โ€ข Using this framework, John then examines key metrics for these leading names, using our charts to compare the most relevant trends for these companies, including Revenue F12M, EPS F12M, Return on Equity, Earnings Pureness, Capital Expenditure, and many more. His discussion includes both household names like Procter & Gamble (PG) and Hershey (HSY), and less familiar stocks such as United Natural Foods, Inc. (UNFI) and Mondelez International Inc. (MDLZ). Don’t miss this informative double feature from Zacks’ Chief Equity Strategist!