the outperformance of Consumer Staples could continue for another decade. Driven by the emerging middle class around the globe. The same thesis drove Commodities higher for 13 years prior - now it has switch to Consumer Staple/Healthcare. Last big cycle in the 90's we were trading at 25x -- JNJ is at 16x this year. Net Debt Free !! 3% yield, ability to buy back stock, boost its dividend, make acquisitions. I like P&G too or XLP ( consumer staple index ) or Walmart (50% of it's revenues are Consumer Staples).