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Looking to gain exposure to stocks directly related to consumer spending, especially during the holiday season? One way is through consumer goods stocks, although it's important to keep in mind that these stocks are also subject to company risks separate from consumer sentiment.

We began by screening the consumer goods sector for stocks that appear to be undervalued relative to earnings growth, with PEG below 1.

We then screened for those with bullish sentiment from institutional buying, with net positive purchases in the quarter representing at least 5% of share float. This indicates "smart money" investors are bullish on these names' prospects.

For an interactive version of this chart, click on the image below. Average analyst ratings sourced from Zacks Investment Research.

Do you think these stocks should be trading higher? Use this list as a starting point for your own analysis.

1. Blyth, Inc. (NYSE:BTH): Operates as a multi-channel company in the home fragrance and decorative accessories industry. Market cap at $316.12M, most recent closing price at $18.53. Net institutional purchases in the current quarter at 2.9M shares, which represents about 30.72% of the company's float of 9.44M shares. As of September 29, 2012, the top two holders of the stock are Gilder, Gagnon, Howe & Co. (7.6%) and Nantahala Capital Management (4.8%).

PEG at 0.87.

2. Cooper Tire & Rubber Co. (NYSE:CTB): Together with its subsidiaries, manufactures and markets replacement tires in North America and internationally. Market cap at $1.59B, most recent closing price at $25.26. Net institutional purchases in the current quarter at 3.4M shares, which represents about 5.81% of the company's float of 58.52M shares. As of September 29, 2012, the top two holders of the stock are The Vanguard Group (5.6%) and National Rural Electric Cooperative (4.5%).

PEG at 0.69.

3. Green Mountain Coffee Roasters Inc. (NASDAQ:GMCR): Engages in the specialty coffee and coffee maker business. Market cap at $6.08B, most recent closing price at $40.99. Net institutional purchases in the current quarter at 14.4M shares, which represents about 11.97% of the company's float of 120.30M shares. As of September 29, 2012, the top two holders of the stock are Wellington Management (9%) and T. Rowe price (4.3%)

PEG at 0.97.

4. LeapFrog Enterprises Inc. (NYSE:LF): Provides technology-based learning platforms worldwide. Market cap at $539.09M, most recent closing price at $7.97. Net institutional purchases in the current quarter at 6.8M shares, which represents about 12.52% of the company's float of 54.32M shares. As of September 30, 2012, the top two holders of the stock are Wells Fargo & Co. (7.7%) and Franklin Resources (6.5%).

PEG at 0.48.

5. Vera Bradley, Inc. (NASDAQ:VRA): Engages in the design, production, marketing, and retail of functional accessories for women under the Vera Bradley brand. Market cap at $1.04B, most recent closing price at $25.64. Net institutional purchases in the current quarter at 1.4M shares, which represents about 7.93% of the company's float of 17.65M shares. As of September 29, 2012, the top two holders of the stock are Daruma Capital Management (5.45%), and SAC Capital Advisors (5.2%).

PEG at 0.88.

*Institutional data sourced from Fidelity, all other data sourced from Finviz.

Source: 5 Undervalued Consumer Stocks With Recent Heavy Institutional Buying