As markets continue to inch upwards, many consumer staples have been left behind - or worse - throttled to the downside. There are valid reasons for this besides just rising rates. Slow growth and high leverage within the sector are also causes for concern. Even tariffs have been added to the list as a reason to hate consumer staples right now, as they were blamed for sinking food and beverage stocks a few weeks ago.

As a silver lining, I still think there are some quality food and beverage stocks out there that are now trading at much more favorable valuations after the decline. I have two companies that I think have been "thrown out with the bathwater" so to speak - along with many other companies in the food and beverage industries that are in much worse positions going forward.

READ FULL ARTICLE HERE