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October 22, 2008
Long Pasta Sauce, Short Pepsi
Some useful data from Nielsen about recession-proof and recession-vulnerable consumer categories.
Driving that point home, the largest U.S. past maker (I think) is American Italian Pasta Company (OTC:AITP), which is up a spiffy 104% this year. Granted, it's smallish-cap ad OTC, but still something to keep in mind as you think thematically.
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