True to a Seinfeld episode, bad news means rising stock prices in today's bizarre trading environment.
The reason for the modest upside in the broad-based S&P 500 (SNPINDEX: ^GSPC ) today came from June's U.S. retail sales figures, which, including and excluding autos,�came in worse than expected (0.4% with, 0.1% excluding). Under normal circumstances, and using logic, lower retail sales are a bad thing! Consumer spending accounts for roughly 70% of U.S. GDP, and weaker retail sales figures would signify that consumers are holstering more of their disposable income.
The reason the market perceives this as good news is that it gives the Federal Reserve little impetus to scale back its monetary easing program known as QE3. This goes back to the vicious catch-22 that I alluded to weeks ago whereby we're darned if we do, darned if we don't,depending on what the Fed does next.
Despite what I feel are clear and present long-term concerns, the S&P 500 edged higher by 2.31 points (0.14%), to close at yet another new record, 1,682.50 ��the S&P 500's eighth straight up day, and its 12th in the past 14 trading sessions.
Top 10 Consumer Stocks To Invest In 2015: Sealed Air Corporation(SEE)
Sealed Air Corporation, through its subsidiaries, provides food safety and security, facility hygiene, and product protection solutions worldwide. Its Food Packaging segment provides shrink bags and vacuum packaging products; packaging materials for cook-in applications; laminated and coextruded rollstock packaging materials used in thermoforming and form, fill, and seal applications; and associated packaging equipment and systems, including bag loaders, dispensers, and vacuum chamber systems. The company?s Food Solutions segment offers case-ready packaging offerings; ready meals packaging technologies; vertical pouch packaging solutions for packaging flowable food products; foam and plastic trays; absorbent products for food packaging; and related packaging equipment, including vacuum chamber systems. Its Protective Packaging segment provides air cellular packaging materials; polyolefin performance shrink films for product display; shrink packaging equipment systems; pol yurethane foam packaging systems that provide protective packaging; lightweight and tear-resistant mailers and bags; inflatable packaging systems; paper cushioning systems that include recycled paper and automated dispensing equipment; paper packaging products; and suspension and retention packaging products. The company?s Diversey Segment offers a range of products and services, such as kitchen cleaning products; food and beverage and manufacturing and processing products; floor care products and systems; restroom care and other housekeeping products; and laundry products, as well as consulting services. Sealed Air Corporation also provides specialty materials products to fabricators and manufacturers; and medical applications products and solutions to medical device manufacturers and pharmaceutical companies. The company markets its products primarily under the Bubble Wrap, Cryovac, and Diversey brands. Sealed Air Corporation was founded in 1960 and is headquartered in El mwood Park, New Jersey.
Advisors' Opinion: - [By Ben Levisohn]
On the upside, Sealed Air (SEE) has gained 8.4% to $30.90 after it said it earned 39 cents share, beating forecasts for 34 cents, and offered strong guidance. Gilead Sciences (GILD) has risen 4.3% to $72.50 after it reported a profit of 52 cents, beating forecasts for 48 cents.
- [By Lee Jackson]
Basic Materials: Sealed Air Corp. (NYSE: SEE) is top pick at other firms that we cover on Wall Street as well. Credit Suisse believes that following the recent (October) management change at the company, Sealed Air will significantly improve its profitability and cash flows while also deleveraging its sizable debt load, with both of these things driving significant shareholder value. The price target for the stock is posted at $36. The Thomson/First Call estimate is at $33. Investors are paid a 1.9% dividend. Credit Suisse is the high target on Wall Street and would represent a 31% gain for investors. The stock closed Tuesday at $27.48.
- [By Ben Levisohn]
Sealed Air�(SEE) has fallen 0.7% to $28.35 after the food-safety company was downgraded to Equal Weight from Overweight at�Barclays.
Towers Watson�(TW) has dropped 0.5% to $102.49 after it was cut to Neutral from Overweight at JPMorgan. It was also upgraded to Buy from Hold at Deutsche Bank.
Top 10 Consumer Stocks To Invest In 2015: Tufco Technologies Inc.(TFCO)
Tufco Technologies, Inc., together with its subsidiaries, provides integrated manufacturing services in the United States. The company offers contract manufacturing and specialty printing services. Its services include wet and dry-wipe converting, wide web flexographic printing, hot melt adhesive laminating, folding, integrated downstream packaging, and quality and microbiological process management. The company involved in the contract manufacture of products from various materials, such as polyethylene films, nonwovens, papers, and tissues. Its products comprise disposable wet and dry wipes for home, personal/baby/medical care use, flexible packaging, and disposable table covers. The company also manufactures and distributes business imaging paper products. It converts a range of paper products, including specialty and fine printing papers, thermal papers, inkjet papers, and coated products for use in retail, convenience store, restaurant, dry cleaning, and bank applicat ions. In addition, the company provides business forms products in laser cut sheets and multi-part forms; wide format rolls for drafting and architectural applications; printed and unprinted paper products used in business imaging equipment in market segments comprising architectural and engineering design, high speed data processing, point of sale, automatic teller machines, and office equipment; and various products for the restaurant market, such as children?s placemats, crayons, and guest checks. It markets its products and services through its sales and customer service employees, manufacturer?s representatives, and distributors to multinational consumer products companies, and dealers and distributors of business imaging papers. The company was founded in 1974 and is headquartered in Green Bay, Wisconsin.
Peet?s Coffee & Tea, Inc. operates as a specialty coffee roaster and marketer of fresh roasted whole bean coffee and tea in the United States. It offers whole bean coffee and related products consisting of products for home brewing, tea, and packaged foods; and beverages and pastries. The company also provides brewing equipment for coffee and tea; paper filters and brewing accessories; and branded and non-branded cups, saucers, travel mugs, and serve ware. Peet?s sells its products through various channels of distribution, including grocery stores; home delivery, office, restaurant, and foodservice accounts; and company-owned and operated stores. As of January 2, 2011, it operated 192 retail stores in California, Colorado, Illinois, Oregon, Massachusetts, and Washington. The company was founded in 1966 and is headquartered in Emeryville, California.
Advisors' Opinion: - [By Chris Hill]
In 2012, the Germany-based�Benckiser Group�spent $1.3B to buy Peet's Coffee & Tea, as well as Caribou Coffee. On Friday, Benckiser announced that it's buying European coffee maker Master Blenders for�around�$10 billion. In the United States, Benckiser is closing 15% of Caribou locations, and�converting 20% of the stores into Peet's (NASDAQ: PEET ) . In this installment of Motley Fool Money, our analysts discuss whether Benckiser's big bet on coffee poses a threat to Starbucks (NASDAQ: SBUX ) .
Top 10 Consumer Stocks To Invest In 2015: Movado Group Inc. (MOV)
Movado Group, Inc. designs, sources, markets, and distributes fine watches. It operates in two segments, Wholesale and Retail. The company offers its watches under the Coach, Concord, Ebel, ESQ, Scuderia Ferrari, HUGO BOSS, Juicy Couture, Lacoste, Movado, and Tommy Hilfiger brands to jewelry store chains, department stores, independent regional jewelers, licensed partner retail stores, and a network of independent distributors. It is also involved in the after-sales service activities and shipping. In addition, Movado Group, Inc. operates retail outlet stores. As of January 31, 2013, the company operated 34 outlet stores. It operates principally in the United States, the Middle East, Europe, Asia, and the Americas. The company was formerly known as North American Watch Corporation and changed its name to Movado Group, Inc. in 1996. Movado Group, Inc. was founded in 1961 and is headquartered in Paramus, New Jersey.
Advisors' Opinion: - [By Sean Williams]
The most obvious choice is through Movado Group (NYSE: MOV ) , which uses a combination of electronic and mechanical movements through its collection. With an average price point of $300 through upwards of $2,000 per timepiece, Movado delivers to consumers the perception of a higher-end watch and delivers the sleek statement styling that many upper-income earners are looking for. Not surprisingly, Movado has blown Wall Street's EPS estimates out of the water in each of the past four quarters and attributed its 6% sales growth in the first quarter primarily to increased sales in its "accessible luxury category." Not to be forgotten, Movado also has greater than $5 per share in cash and is debt-free, giving shareholders quite the safety net and allowing Movado the luxury of boosting its dividend should it choose to do so.
Top 10 Consumer Stocks To Invest In 2015: Summer Infant Inc.(SUMR)
Summer Infant, Inc., through its subsidiaries, engages in the design, marketing, and distribution of branded juvenile health, safety, and wellness products primarily in North America and the United Kingdom. It offers products in various product categories, including nursery audio/video monitors, safety gates, durable bath products, bed rails, nursery products, booster and potty seats, bouncers, travel accessories, high chairs, swings, feeding products, car seats, and nursery furniture, as well as infant thermometers, related health and safety products, cribs, baby gear, swaddling blankets, and bottles. The company sells its products principally under the Summer Infant, Carter?s, and Disney brand names through mass merchant retailers and specialty retailers, as well as directly to consumers. Summer Infant, Inc. is headquartered in Woonsocket, Rhode Island.
Top 10 Consumer Stocks To Invest In 2015: Gildan Activewear Com Npv (GIL.TO)
Gildan Activewear Inc. engages in the manufacture and sale of apparel products primarily in the United States, Canada, and Europe. It sells T-shirts, fleece, and sport shirts to wholesale distributors under the Gildan brand name. The company also provides its activewear products for work and school uniforms and athletic team wear, and other purposes to convey individual, group, and team identity. In addition, it offers apparel, which includes socks, underwear, and activewear products primarily to U.S. retailers; and athletic, casual, and dress socks for U.S. retailers. Further, the company holds contractual licensing relationships for the Under Armour and New Balance brands for socks; and manufactures and distributes activewear products for consumer brands, including T-shirts and sport shirts under the Anvil brand. It markets its sock products under the various brands, including Gold Toe, PowerSox, SilverToe, Auro, All Pro, GT, and Gildan brands. The company was formerly k nown as Textiles Gildan Inc. and changed its name to Gildan Activewear Inc. in March 1995. Gildan Activewear Inc. was founded in 1984 and is headquartered in Montreal, Canada.
Top 10 Consumer Stocks To Invest In 2015: Panasonic Corporation(PC)
Panasonic Corporation develops, manufactures, and sells electronic products worldwide. The company offers video and audio equipment, and information and communications equipment; imaging equipment, such as flat-panel TVs and LCDs; digital AVC network equipment, including blu-ray disc recorders, digital cameras, and digital camcorders; business-use audiovisual (AV) equipment; notebook PCs; printers; security-related products comprising network cameras and POS system solutions; mobile phones; motors; car navigation systems, cameras, and digital terrestrial tuners. It also provides home appliances consisting of refrigerators, room air conditioners, washing machines and clothes dryers, and vacuum cleaners; and lighting and environmental systems, as well as components and devices for use in various products ranging from digital AV equipment, and information and communication devices to home appliances and industrial equipment; and offers electronic-parts-mounting machines, indu strial robots, and industrial equipment. In addition, the company provides solar photovoltaic systems and rechargeable batteries; electrical supplies, electric products, and building materials and equipment; personal care products, such as massage sofa, men?s shavers, hair dryers, and vibration toothbrushes; EV relays, and back and corner sensors; living station modular kitchen systems; home appliance- and communications-use relays and printed circuit board materials, and factory-automation -related products; and solar power generation systems and all-electric home design fixtures. It serves consumer, industrial and business corporations, governments, and other institutions, such as electric and electronic equipment manufacturers, automotive manufacturers, and various machinery makers. The company was formerly known as Matsushita Electric Industrial Co., Ltd. and changed its name to Panasonic Corporation in October 2008. Panasonic Corporation is founded in 1918 and is based in Kadoma-shi, Japan.
Top 10 Consumer Stocks To Invest In 2015: PAR Technology Corporation(PAR)
PAR Technology Corporation provides technology solutions to organizations and businesses in the hospitality industry worldwide. The company operates in two segments, Hospitality and Government. The Hospitality segment provides integrated solutions, including hardware and software applications for restaurants, hotels, resorts, and spas to the hospitality industry. It also offers customer support, including field service, installation, 24 hour telephone support, and depot repair. The Government segment performs complex technical studies, analysis, and experiments; develops solutions, and provides on-site engineering in support of advanced defense, security, and aerospace systems. The company, through its subsidiary, PAR Springer-Miller Systems, Inc, provides guest-centric property management solutions to hotels, resorts, spas, casinos, and other hospitality properties. PAR Technology Corporation was founded in 1968 and is headquartered in New Hartford, New York.
Top 10 Consumer Stocks To Invest In 2015: Columbia Sportswear Company(COLM)
Columbia Sportswear Company, together with its subsidiaries, engages in the design, development, sourcing, marketing, and distribution of outdoor apparel, footwear, accessories, and equipment in the United States, Latin America, the Asia Pacific, Europe, the Middle East, Africa, and Canada. It provides apparel, accessories, and equipment for men, women, and youth under Columbia and Mountain Hardwear brands used during outdoor activities, such as skiing, snowboarding, hiking, climbing, mountaineering, camping, hunting, fishing, trail running, water sports, and adventure travel. The company also offers footwear products, including lightweight hiking boots, trail running shoes, rugged cold weather boots, sandals, and casual shoes for men and women under Columbia, Sorel, and Montrail brands, as well as for youth under the Columbia and Sorel brands. Columbia Sportswear Company sells its products through wholesale distribution channels, independent distributors, direct-to-consum er channels, and licensees, as well as online to independent distributors and consumers. As of December 31, 2011, it operated 43 outlet retail stores and 8 branded retail stores in the United States; 7 outlet retail stores and 3 branded retail stores in various locations in western Europe; and 2 outlet retail stores in Canada, as well as 111 and 236 dealer-operated, branded, outlet, and shop-in-shop locations in Japan and Korea. Columbia Sportswear Company was founded in 1938 and is headquartered in Portland, Oregon.
Advisors' Opinion: - [By Dan Caplinger]
The other big prospect for high-margin sales is the action-outdoor space, where VF has a nice lead in terms of financial performance. Columbia Sportswear (NASDAQ: COLM ) has much lower margins but also has a well-known brand presence that will pose a threat to VF in the long run. Bigger competitors such as Under Armour (NYSE: UA ) will also bear watching, especially if Under Armour decides to do what it's done in the past with footwear and expand into new markets with particularly promising profit potential.
- [By Anh HOANG]
Another peer, Columbia Sportswear Company (NASDAQ: COLM ) has also spent a lot of money on a major marketing campaign for its Omni-Freeze ZERO fabric. This fabric uses the industry's leading cooling technology and provides prolonged cooling for its users. This could be considered an important new franchise to complement the existing franchise innovations portfolio of Columbia Sportswear. Its fall 2014 product lines have been structured so that they were more reasonably priced to drive sales growth for the company.
Top 10 Consumer Stocks To Invest In 2015: Strayer Education Inc (STRA.O)
Strayer Education, Inc. provides post-secondary education services. The Company offers a range of academic programs through its wholly owned subsidiary Strayer University, Inc. (the University), both in classroom courses and online via the Internet. Strayer University is an institution of higher learning that offers undergraduate and graduate degree programs in business administration, accounting, information technology, education, health care, public administration and criminal justice at 92 physical campuses in Alabama, Arkansas, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maryland, Mississippi, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, and Washington, D.C., and online. As of December 31, 2011, the Company had opened 78 of its campuses. The Company has also developed a robust online education program.
Strayer University offers business, information te chnology and professional-oriented curricula to equip students with specialized and practical knowledge and skills for careers in business, industry and Government. Its Academic School Deans and Program Curriculum Committees regularly review and revise the University�� course offerings to improve the educational programs and respond to changes in job markets. Strayer University offers graduate programs in Master of Business Administration (M.B.A.); Jack Welch Executive Master of Business Administration (M.B.A.) Degree; Master of Education (M.Ed.) Degree;Master of Health Services Administration (M.H.S.A.) Degree; Master of Public Administration (M.P.A.) Degree; Master of Science (M.S.) Degree (Information Systems, Accounting, Human Resource Management and Management), and Executive Graduate Certificate Programs (Business Administration, Information Systems and Accounting).
Strayer University�� undergraduate programs include Bachelor of Science (B.S.) Degree ( Accounting, Information Systems, Economics and Criminal Ju! st! ice); Bachelor of Business Administration (B.B.A.) Degree;Associate in Arts (A.A.) Degree (Accounting, Acquisition and Contract Management, Business Administration, Information Systems, Economics, Marketing and Criminal Justice); Diploma Programs (Accounting, Acquisition and Contract Management, and Information System), and Undergraduate Certificate Programs (Accounting, Business Administration and Information Systems). Each undergraduate degree program includes courses in oral and written communication skills, as well as mathematics and a range of disciplines in the humanities and social sciences. In addition to its degree, diploma and certificate programs, it offers classes to non-degree and non-program students wishing to take courses for personal or professional enrichment. Strayer University students may enroll in courses at more than one campus and take courses online.
Students can take classes online using either a synchronous (real time) or asynchronous (on demand) format. Students may take all of their courses online or may take online courses as a supplement to traditional, classroom-based courses. Tuition for online courses is the same as for campus courses. During the year ended December 31, 2011, Strayer University had over 32,000 students who took classes solely online.
Top 10 Consumer Stocks To Invest In 2015: Dairy Crest Grp(DCG.L)
Dairy Crest Group plc, a dairy foods company, processes and sells fresh milk and branded dairy products in the United Kingdom and rest of Europe. The company offers various cheese products, including cheddar cheese under Cathedral City and Davidstow brands; butters and spreads under the Country Life, Clover, and St Hubert brands; conventional, organic, and flavored milk in retailer own brand bottles or Country Life brand; milk in bags; potted creams; and retail products and ingredients, such as milk powders, butter, and stabilized cream for the food industry. Its brands also include FRijj, Chedds, Utterly Butterly, Vitalite, and Willow. Dairy Crest Group also provides a range of catering and retail convenience essentials, and dairy products to catering, hotel, restaurant, cafe and coffee shop, school and university, hospital and care-home, and retail convenience store customers. The company was founded in 1933 and is headquartered in Esher, the United Kingdom.