I added SLE to my longterm portfolio

K

KINGOFSHORTS

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

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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.
 
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