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Author: captainccs Big funky green star, 20000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 41969  
Subject: Re: Ideas for 2013 Date: 1/6/2013 3:18 PM
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My concept in putting the list together was that I'm worried about the potential for inflation given current spending levels.

The traditional hedge against inflation is to buy commodities. However, I feel like buying commodities is a little like buying options - you could be right about everything except the timing and still lose your shirt.


Wouldn't staples be an even better inflation hedge than commodities? Toothpaste, soap, detergents, toilette paper, diapers, cotton wool, band aides, clothes, shoes. Great companies make them: Colgate, Procter and Gamble, Avon, etc. Great companies sell them: Walmart, Ross Stores, Family Dollar.

Commodities are subject to the business cycle while every day consumable stapes are not. Inflation is passed right on to the customer.

Denny Schlesinger
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