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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi there,
In my US 401K in US Staples i own both HSY and SJM. SJM continues to underperform the Consumer Staples group. There always seems to be a reason for the failure to meet expectations and it just seems poorly run. I want to swap our for another stock - any suggestions for a US replacement. I am close to retirement so looking for a bit of growth and a dividend.

Thanks
Read Answer Asked by kelly on July 17, 2020
Q: hi there,
I own both of these positions in a US 401K. They have done really well since the fall of 2018 and i am now overweight in Consumer Defensives. I am wondering if its too much of a good think and was thinking of trimming both of my positions at these valuations. However, these have been good names to be in for a market slowdown. Your thoughts. PS I am a retiree looking for income and a bit of growth.
Read Answer Asked by kelly on June 11, 2019