After dipping like a concrete donut at the beginning of 2013, CL's diluted quarterly, year-over-year EPS is heading in the right direction. So is its TTM revenue per share. Of the two charts and the two companies stocks I favor CL's and so does the market for the time being. PG is working hard to expand into growing emerging markets such as Latin America, India and Russia. But it's faced tough competition from already entrenched smaller rivals including Unilever and Colgate-Palmolive. Below is the one-year chart for UN. Revenue (TTM) has fallen. UN data by YCharts
So if I were to put my money to work at the moment in the consumer goods sector I'm beginning to lean towards UN. With the price per share below $39 it offers a dividend yield-to-price of 3.64% and a current PE ratio of around 18. When it comes to revenue the company has a potent plan in place. Unilever has publicly stated this summer, "Our ambition is to double the size of our business, whilst reducing our overall environmental footprint (including sourcing, consumer use and disposal) and increasing our positive social impact." That fits well with my environmentally sensitive conscience. Unilever announced on Aug. 12 that it signed an agreement for the sale of its Wish-Bone and Western dressings brands to Pinnacle Foods (PF) for a total cash consideration of about $580 million, subject to regulatory approval. Kees Kruythoff, president of Unilever North America, said: "Wish-Bone is an iconic brand and the number-one Italian dressings brand in the U.S. We believe that the potential of both the Wish-Bone and Western brands can now be more fully realized with Pinnacle Foods." My conclusion is that obviously these three superstars of the consumer goods sector are in "mark-down mode" and it's possible all three may test the June 24 lows when PG touched $75.63. That same day CL bottomed at $55.47 and UN cratered at $37.55. Personally, those would be my buy targets. At the time of publication the author had no position in any of the stocks mentioned. Follow @m8a2r1 This article was written by an independent contributor, separate from TheStreet's regular news coverage.