Consumer staples stocks grew on a search for yield. But the problem is the stock price will fall, which is what's happening now as interest rates rise. The lure of yield stocks is not as strong anymore. 

This is down about 15% this year.  From an entry perspective, it is looking more attractive; however, the P/E is still around 19 times.  The yield is also supportive.  The company has been focusing back to its core brands and this will take time.  He would price in some further downside, but sees this as a time to step into 1/3 of your target holding.  Yield 3.5%. 

This good company has done poorly as of late as investors are looking for growth stocks in fear of higher interest rates.  Seasonally consumer staples do well this time of year.  He is waiting to see if the US 10 year yield retraces as this stock could be a very good buy.  The stock is substantially under-performing the market right now.  He would wait until it shows strength again seasonally in August. 

The group has sold off a but due to a lack of innovation and more competition; it's easier than for e-companies to sell directly to consumers. There needs to be more pricing flexbility given they compete with the Amazons of the world. They're in a margin squeeze. An investor needs exposure in this space. P&G sells defensive products (i.e. lotions) that consumers use daily, but she prefers Unilever given their exposure to emerging markets.

A good, blue-chip name to own. Pretty steady consumer products business. If there were concerns about the market selling off or some kind of risks out there, this is a pretty "steady Eddie" business, and the kind of name you would want to own in a tougher equity market environment.

(A Top Pick July 31/17. Down 3%.) Tends to do well in the summer because it is a consumer staple stock. Investors are looking for dividends and more stable earnings. This year we’ve seen some excitement in the stock market in the summer, so investors haven’t been attracted. At the same time expectations on interest rates have been moving up, so bond proxies haven’t performed well. 3.2% dividend yield.