The Rising Influence of Rising Affluence

[DewDiligence]

My Top-20 Picks for LTBH

Since the previous version of this list about six months ago, I dropped
BBL and UNP, and added PG and PKI; the other 18 names on the list
remain the name. One thing all of these companies have in common:
they are beneficiaries of The Global Demographic Tailwind.
Below are two sample posts for each name. (Some sample posts are old
but still a good read.) Also see #msg-66347821 for brief, recent comments
on some of these names.

 
 Pharma/healthcare  
 ABT      #msg-66126904   #msg-61658082 
 AGN      #msg-64097718   #msg-62751639 
 MNTA     #msg-65934811   #msg-61591240 
 NVS      #msg-56670900   #msg-56791291 
 PFE      #msg-65791666   #msg-59590951 
 PKI      #msg-65917215   #msg-63398644 
  
 Natural resources  
 CLB      #msg-61638324   #msg-62613267 
 CLF      #msg-60141751   #msg-58708254 
 CVX      #msg-66380505   #msg-61086027 
 HES      #msg-38256080   #msg-65617274 
 PCL      #msg-59643478   #msg-60240622 
 VALE     #msg-64938685   #msg-63534058 
 XOM      #msg-63763494   #msg-43578073 
  
 Industrial/agriculture/technology  
 APD      #msg-46518659   #msg-64095618 
 CUB      #msg-66355098   #msg-58908872 
 DE       #msg-66316633   #msg-61382266 
 MMM      #msg-60356285   #msg-54817296 
 MON      #msg-61383009   #msg-60259277 
  
 Consumer products  
 HNZ      #msg-63662457   #msg-50806342 
 PG       #msg-65909016   #msg-42162914 

Feedback welcome.