This is a snapshot of the Consumer Cyclicals as of August 12, 2011. Contact me for recommendations.

1. Consumer Cyclicalsfor the New Recession Consumer confidence in the US shows weakness today and it is no better around the world. The Consumer Cyclicals, a group of enterprises particularly affected by recessions, are barely shaking off the prior downturn and here we go again. Who wants to take a run at Sony?

2. Consumer CyclicalsCurrentM&A Status

3. TrondJohannessen Director Phimark BV +31 620 59 1015 trond@phimark.com