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Consumer Staples Stocks Top-5 Lists

|Includes:ABEV, AM-OLD, CAG, CSV, DMND, HSH, JRN, LO, Monster Beverage Corp. (MNST), PM, RAI, SCHL, SPGI, SSP, TAP

VALUATION WATCH: Our models find that overvaluation is at levels typically seen when market pullbacks occur. Overvalued stocks now make up 63% of our universe and almost 28% of the universe is calculated to be overvalued by 20% or more. 13 of 16 sectors are calculated to be overvalued--14 out of 16 by double digits.

MARKET OVERVIEW

Index

Week Open

Wed Close

Change

% Change

YTD

DJIA

14512.03

14526.16

14.13

0.10%

11.02%

NASDAQ

3255.85

3256.52

0.67

0.02%

7.80%

RUSSELL 2000

948.63

950.24

1.61

0.17%

11.90%

S&P 500

1556.89

1562.85

5.96

0.38%

9.61%

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Summary of VE Stock Universe

Click to enlarge
 

 

Stocks Undervalued

36.53%

Stocks Overvalued

63.47%

Stocks Undervalued by 20%

15.22%

Stocks Overvalued by 20%

27.98%

Click to enlarge

SECTOR OVERVIEW

Sector

Change

MTD

YTD

Valuation

Last 12-MReturn

P/E Ratio

Aerospace

0.47%

3.75%

10.27%

10.53% overvalued

5.61%

14.25

Auto-Tires-Trucks

-0.25%

1.02%

6.83%

14.88% overvalued

0.26%

15.95

Basic Materials

-0.13%

2.02%

4.14%

3.82% undervalued

-28.47%

18.62

Business Services

-0.14%

4.14%

11.82%

13.83% overvalued

14.03%

21.29

Computer and Technology

-0.03%

2.44%

11.08%

15.20% overvalued

-1.95%

26.47

Construction

0.90%

4.49%

14.11%

22.27% overvalued

20.73%

26.12

Consumer Discretionary

-0.13%

5.12%

14.30%

11.57% overvalued

6.13%

22.32

Consumer Staples

-0.14%

4.12%

9.90%

25.99% overvalued

8.31%

19.68

Finance

-0.02%

2.75%

11.94%

18.02% overvalued

11.77%

17.86

Industrial Products

-0.08%

4.64%

13.80%

17.54% overvalued

2.80%

18.55

Medical

0.01%

3.60%

11.81%

11.75% overvalued

5.69%

23.55

Multi-Sector Conglomerates

-0.07%

1.13%

5.90%

8.63% overvalued

4.51%

15.79

Oils-Energy

-0.27%

0.86%

7.86%

6.83% overvalued

-13.75%

25.68

Retail-Wholesale

-0.06%

5.03%

16.19%

17.61% overvalued

11.10%

20.44

Transportation

-0.06%

5.01%

19.81%

25.34% overvalued

5.13%

19.92

Utilities

-0.39%

1.61%

6.00%

12.89% overvalued

3.31%

17.93

Click to enlarge
Sector Talk-Consumer Staples

Below, we present the latest data on leading Consumer Discretionary Sector stocks from our Institutional software package (Pending:VEI). These results were filtered by market price and volume--no results below 3$/share or less than 100k shares/day volume.

Top-Five Consumer Staples Sector Stocks--Short-Term Forecast Returns

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

MNST

MONSTER BEVERAG

48.01

-12.32

-22.42

SCHL

SCHOLASTIC CORP

26.48

-5.35

-27.35

ABV

AMBEV-PR ADR

41.85

12.52

-3.35

LO

LORILLARD CO

40.44

-4.62

-7.97

PM

PHILIP MORRIS

92

0.39

5.12

Click to enlarge

Top-Five Consumer Staples Sector Stocks--Long-Term Forecast Returns

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

MNST

MONSTER BEVERAG

48.01

-12.32

-22.42

SCHL

SCHOLASTIC CORP

26.48

-5.35

-27.35

ABV

AMBEV-PR ADR

41.85

12.52

-3.35

LO

LORILLARD CO

40.44

-4.62

-7.97

PM

PHILIP MORRIS

92

0.39

5.12

Click to enlarge

Top-Five Consumer Staples Sector Stocks--Composite Score

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

TAP

MOLSON COORS-B

48.49

-1.52

7.16

MHP

MCGRAW-HILL COS

50.46

-3.85

6.21

JRN

JOURNAL COMM-A

6.65

-0.2

20.91

RAI

REYNOLDS AMER

44.45

4.05

7.47

CAG

CONAGRA FOODS

35.59

10.85

35.84

Click to enlarge

Top-Five Consumer Staples Sector Stocks--Most Overvalued

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

AM

AMER GREETINGS

16.41

300

4.79

SSP

EW SCRIPPS CO

12.03

185.13

20.42

HSH

HILLSHIRE BRAND

34.78

104.28

N/A

CSV

CARRIAGE SVCS-A

21.12

88.2

190.11

DMND

DIAMOND FOODS

16.76

55.11

-27.1

Click to enlarge

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Stocks: MNST, SCHL, ABEV, LO, PM, TAP, SPGI, JRN, RAI, CAG, AM-OLD, SSP, HSH, CSV, DMND