Walmart - WMT
General Mills - GIS
Japan and one or more of the European countries will default in the next 3 - 7 years (I cant predict the exact month and year of default, obviously). When this happens, all stocks will be hit, worldwide. Those stocks that are basic, bread and butter stocks, with strong balance sheets, a simple business, and, one that does well in downtimes, will at least not lose its value too much.
You want to be in the deep discounters space and in food stocks. People will spend money on food and buy something at Walmart before they will buy a new GM or Ford vehicle, at least in bad times.
Japan has a debt-to-GDP ratio of about 2.5 times. They are spending 9% into deficit each year and only getting 2.5% growth. They are only paying 0.76% on their 10 year bonds - and with no coupon - but eventually, that will change. People will first go to the U.S. for safety, but I think even the U.S. is in trouble. I actually think Canada is in a better position.
It will be a 'guns and butter' economy 10 years from now. At least for a short while.