Q: Hi, Pat. I am a longtime Inner Circle member and I would like your opinion on two Vanguard consumer ETFs—VDC and VCR. Thanks.

A: Vanguard Consumer Discretionary ETF, $159.56, symbol VCR on New York, aims to track the MSCI US IMI Consumer Discretionary 25/50 Index. That index follows U.S. consumer discretionary companies. Those firms, in the manufacturing and service industries, are highly sensitive to economic cycles. The manufacturing… Read More

Unusual acquisition strategy feeds B&G Foods’ growth

Unusual acquisition strategy feeds B&G Foods’ growth

Pat McKeough recently replied to one of his Inner Circle Members who wanted his opinion on a firm that takes an unusual approach to growth in the packaged food business.

B&G Foods manufactures and sells many well-known brands. But it has also furthered its growth… Read More

Q: Hi Pat: Can I get your opinion on two Vanguard consumer ETFs—Vanguard Consumer Discretionary ETF and Vanguard Consumer Staples ETF. Thanks.

A: Vanguard Consumer Discretionary ETF, $161.83, symbol VCR on New York, aims to track the MSCI US Investable Market Consumer Discretionary 25/50 Index. That index follows U.S. consumer discretionary companies. Those firms, in the manufacturing and service industries, are highly sensitive to economic cycles. The… Read More

Their dividends look safe despite health kick

KRAFT HEINZ CO. $80 (Nasdaq symbol KHC, Conservative- Growth Dividend Payer Portfolio; Consumer sector; Shares outstanding: 1.2 billion; Market cap: $96.0 billion; Dividend yield: 3.1%; Dividend Sustainability Rating: Above Average; www.kraftheinzcompany.com) makes condiments (such as Heinz Ketchup) as well as other packaged foods. These include… Read More

Mondelez faces market uncertainty

MONDELEZ INTERNATIONAL INC. $42 (Nasdaq symbol MDLZ; Conservative Growth Portfolio, Consumer sector; Shares o/s: 1.5 billion; Market cap: $63.0 billion; Price-to-sales ratio: 2.5; Divd. yield: 2.1%; TSINetwork Rating: Above Average; www.mondelezinternational.com) makes cookies and crackers (Oreo, Ritz), chocolate bars (Cadbury, Toblerone), gum and candy (Trident,… Read More

Q: Hi Pat: I am a long-time Inner Circle member, and I would like your opinion on two Vanguard consumer ETFs: Vanguard Consumer Discretionary ETF and Vanguard Consumer Staples ETF. Thanks.

A: Vanguard Consumer Discretionary ETF, $142.61, symbol VCR on New York, aims to track the MSCI US Investable Market Consumer Discretionary 25/50 Index. It’s an index that invests in U.S. consumer discretionary companies. These firms are in manufacturing and service industries that tend to be… Read More