Today, it closed up 2.76% giving my portfolio a nice kick, in addition to my recent addition of BP as a hedge against increasing energy costs giving my portfolio an additional 5.81% kick over the last day. I also just added some UN stock (Unilever) and some PG as well. So this recent basket consists of PG,UN,GE,UN,SLE,BP SLE has been battered for some time and has been doing poorly the last few years due to some bad decisions to over diversify into all kinds of markets but SLE seem to be taking steps of the last 2 years to clean up its act and they seem to have good international exposure as well. I might sell covered calls on them as well to collect additional premiums during this recession. I am still looking at other stocks to add throw into the mix.
here is a list of all Saralee brands. http://www.saralee.com/OurBrands/AllBrands.aspx I am a big fan of those hilshire farms sausages Go Meat! http://www.gomeat.com/sitecontent/videos/archive/2007/11/16/sausage-tv-spot-2.aspx?view=tv I like the Polish Kielbasa is quite tasty with fried eggs etc.. http://www.gomeat.com/sitecontent/fullsize-sausage/archive/2007/10/30/polska-kielbasa.aspx ------------------------------------- On Unilever, they have an interesting website I like to visit a companies website and read up on things and see what they are doing etc.. Here is an interesting link. The following the money is an interesting PDF and they have a few others. http://www.unileverusa.com/ourcompany/aboutunilever/default.asp (UNILEVER BRANDS) Ades or Adez - soya-based drinks Alsa - desserts and syrups Amora - French mayonnaise and dressings Annapurna - salt and wheat flour (India) Becel - also known as Flora/Promise; health-aware: margarine, spreads, cooking oil, milk, fermented milk Ben and Jerry's - ice cream Best Foods - mayonnaise, sandwich spreads, peanut butter and salad dressings Bertolli - pasta sauces and olive oil (ambient/chilled & frozen) Bifi - a mini salami Blue Band - Family-aware: margarine, bread, cream alternatives Bovril - beef extract Breyers - ice cream Brooke Bond - tea Bru - instant coffee (India) Brummel & Brown - margarine Bushells - tea (Australia, New Zealand) Calvé - sauces, ketchup, mustard, mayonnaise, peanut butter Capitan Findus - children's frozen food Conimex - Asian spices (Netherlands) Colman's - mustard Continental - side dishes Country Crock - margarine Du Darfst (Germany) Elmlea - Pourable cream available in different varieties (UK) Findus - frozen foods (Italy, UK, Scandinavia) Flora- margarine, light butter, jams Fudgsicle Gallo - olive oil Heartbrand - ice cream (umbrella logo) Hellmann's - mayonnaise I Can't Believe It's Not Butter - margarine spread Imperial Margarine - margarine Jif Lemon & Lime Juice Karo - syrups Kissan - Ketchups Squashes and Jams (India and Pakistan) Klondike - Ice cream sandwiches Knorr (Knorr-Suiza in Argentina) - sauces, stock cubes, ready-meals, meal kits, ready-soups, frozen food range Lady's Choice - mayonnaise, peanut butter and sandwich spreads (Philippines) Lan-Choo - tea (Australia/New Zealand) Lao Cai Seasoning Lawry's and Adolph's Lipton - tea Lipton Ice Tea - ready-to-drink tea (partnership with PepsiCo) Maille - French mustard Maizena - corn starch Mazola - edible oils Marmite - yeast extract spread (except in Australia and New Zealand) McCollins - tea (Peru) Mrs. Filbert's - margarine (USA) Paddle pop - Icecream (Australia) Pfanni - Bavarian potato mixes Peperami PG Tips - tea (UK) Phase - cooking oil Planta - margarine Popsicle - Frozen treats Pot Noodle - cup noodles Promise - see Becel/Flora Ragú - pasta sauces Rama - margarine Royal - pastas (Philippines) Red Rose Tea - tea (Canada) Sana - Margarine (Turkey) Saga - tea (Poland) Scottish Blend - tea Skippy - peanut butter Slim·Fast - diet products Sunlight Soap (Africa) Stork margarine Streets (ice cream) (Australia/New Zealand) Turun sinappi - mustard (Finland/Sweden) Unilever Foodsolutions - professional markets (food service) Unox - soups, smoked sausages Vaqueiro - cooking margarine, cooking oil Wish-Bone salad dressing [edit]Heartbrand
Longterm recession portfolio basket. SLE up during the day but closed even. still doing nicely last few days, PG up of course, BP up again GE holding up nicely, UN threw in a few bones as well. indexes closed lower basket closed higher. Right now the way things are going these stocks should provide safety during this recession. Good international exposure and weak dollar actually help, SLE has a large international presence which should help in the next few months. People need to wipe their ass, brush their teeth, eat and wear deodorant and pump gas into those big SUVs regardless of how the economy does. International exposure is a nice bonus. And dividends of course a good thing.