U.S. Equity Roundtable: Part 3

Value plays include cable TV, cruise ships and toothpaste.

Sonita Horvitch 23 September, 2011 | 6:00PM
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Editor's note: Our three-part U.S. equity roundtable discussion, moderated by Morningstar columnist Sonita Horvitch, concludes today with investment ideas in consumer discretionary, consumer staples and health care, three sectors that are much better represented in the United States than in Canada.

Our panelists: Gavin Ivory, vice-president, global equities and head of the global equity team at Toronto-based Beutel, Goodman & Co. Ltd.; Janet Navon, managing director, director of research and a member of the U.S. investment team at New-York-based Epoch Investment Partners, Inc., and Peter Moeschter, executive vice-president, Franklin Templeton Investments, in Toronto.

Q: Consumer-related stocks constitute 22% of the S&P 500 Index. Let's start with consumer-discretionary companies.

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Sonita Horvitch

Sonita Horvitch  

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