High-Grade Consumers
1 Ilona Brom & team Morgan Stanley
What was one of the worst calls to make in your sector over the past year that you avoided?
A. We have not seen any real blow-ups so far of European names in the retail, consumer products or tobacco sectors. However, if you had been overweight hotel operators ahead of September 11, you would have lost a lot of money. We upgraded our recommendation on the Hilton sterling 2008s on November 16
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