Canadian equities roundtable: Part 3

Shopping for good value among consumer stocks

Sonita Horvitch 21 April, 2011 | 6:00PM
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Our Canadian equities roundtable, focusing on non-resources sectors, concludes today with a discussion of the managers' favourite consumer stocks and their value picks in several other industries.

The participants: Kim Shannon, president and CEO of Toronto-based Sionna Investment Managers Inc.; Mark Thomson, managing director and head of research at Beutel Goodman & Co. Ltd.; and Ian Hardacre, vice-president and head of Canadian equities at Invesco Trimark Ltd. The trio of value managers spoke with Morningstar columnist Sonita Horvitch, whose three-part series began on Monday and continued on Wednesday.

Q: Let's talk about consumer-related stocks. Consumer staple stocks are a 2.4% weighting in the S&P/TSX Composite Index and consumer discretionary stocks are 4% of the index.

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Sonita Horvitch

Sonita Horvitch  

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