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Consumer Discretionaries On Fire, Here's ValuEngine's Best

|Includes: ATGE, CMLS, EDMC, ELY, ESI, FXS, GTN, IGT, LINU, Live Nation Entertainment, Inc. (LYV), PENN, TTWO, WU, ZQK

VALUATION WARNING: Our models find that overvaluation is at levels typically seen when market pullbacks occur. Overvalued stocks now make up 85% of our stocks assigned a valuation and 54 % of those equities are calculated to be overvalued by 20% or more. ALL sectors are calculated to be overvalued-15 of them by double digits.

MARKET OVERVIEW

Index

Week Open

Thurs. Close

Change

% Change

YTD

DJIA

15759.28

15876.2

116.92

0.74%

21.15%

NASDAQ

3913.64

3972.74

59.1

1.51%

31.57%

RUSSELL 2000

1099.76

1111.44

11.68

1.06%

30.86%

S&P 500

1769.96

1790.62

20.66

1.17%

25.55%

 

 

Summary of VE Stock Universe

 

 

Stocks Undervalued

15.00%

Stocks Overvalued

85.00%

Stocks Undervalued by 20%

6.55%

Stocks Overvalued by 20%

54.08%

SECTOR OVERVIEW

Sector

Change

MTD

YTD

Valuation

Last 12-MReturn

P/E Ratio

Aerospace

-0.55%

2.93%

36.36%

30.47% overvalued

48.36%

17.56

Auto-Tires-Trucks

0.48%

1.75%

47.87%

26.85% overvalued

59.08%

21.82

Basic Materials

0.32%

-0.67%

9.37%

6.72% overvalued

-23.45%

21.15

Business Services

0.27%

1.45%

34.64%

27.56% overvalued

38.28%

25.79

Computer and Technology

-0.41%

1.44%

39.36%

33.15% overvalued

38.16%

31.3

Construction

0.46%

1.98%

42.13%

19.47% overvalued

37.21%

25.74

Consumer Discretionary

0.38%

1.04%

39.16%

33.65% overvalued

45.33%

27.54

Consumer Staples

0.72%

1.40%

28.46%

23.43% overvalued

26.20%

23.45

Finance

0.36%

0.11%

25.84%

22.60% overvalued

18.72%

17.81

Industrial Products

-0.17%

0.72%

40.71%

28.94% overvalued

42.13%

24.12

Medical

0.13%

1.93%

37.83%

24.86% overvalued

38.49%

28.5

Multi-Sector Conglomerates

0.85%

0.02%

15.44%

33.08% overvalued

25.04%

20.72

Oils-Energy

0.58%

0.37%

27.99%

18.52% overvalued

17.35%

26.65

Retail-Wholesale

-0.29%

2.78%

39.55%

28.78% overvalued

43.55%

26.05

Transportation

0.04%

1.78%

32.84%

28.22% overvalued

44.38%

20.92

Utilities

-0.18%

-2.59%

16.87%

14.44% overvalued

18.01%

20.34

ValuEngine Newsletters Latest Results

VE Newsletter

Current Month Total

S&P 500

Last Month Total

S&P 500

Since Inception

S&P 500

Forecast MNS

-0.89

4.01

4.08

1.99

112.65

88.45

Dividend Stock

0.08

2.05

2.83

3.66

10.5

13.03

Small Cap Stock

-1.83

2.63

8.6

2.78

43.61

25.8

View

3.61

3.32

6.56

2.09

85.63

53.04

Sector Talk-Consumer Discretionary

Below, we present the latest data on leading Consumer Discretionary Sector stocks from our Institutional software package (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 Discretionary Sector Stocks--Short-Term Forecast Returns

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

LYV

LIVE NATION ENT

17.91

81.03

111.45

ELY

CALLAWAY GOLF

8.32

19.09

36.17

IKGH

IAO KUN GROUP

3.2

11.53

-5.88

PENN

PENN NATL GAMNG

14.5

-59.06

-61.06

TTWO

TAKE-TWO INTER

18

9.16

56.93

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

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

LYV

LIVE NATION ENT

17.91

81.03

111.45

ELY

CALLAWAY GOLF

8.32

19.09

36.17

IKGH

IAO KUN GROUP

3.2

11.53

-5.88

PENN

PENN NATL GAMNG

14.5

-59.06

-61.06

TTWO

TAKE-TWO INTER

18

9.16

56.93

Top-Five Consumer Discretionary Sector Stocks--Composite Score

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

TTWO

TAKE-TWO INTER

18

9.16

56.93

ESI

ITT EDUCATIONAL

41.64

12.99

146.68

WU

WESTERN UNION

17.45

4.91

37.73

IGT

INTL GAME TECH

17.78

2.99

41.11

DV

DEVRY EDUCATION

35.89

5.83

47.15

Top-Five Consumer Discretionary Sector Stocks--Most Overvalued

 

 

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

GTN

GRAY TELEVSN

10.28

193.59

384.91

CMLS

CUMULUS MEDIA

6.41

144.17

182.38

EDMC

EDUCATION MANAG

12.32

140.73

307.95

ZQK

QUIKSILVER INC

8.99

136.61

153.95

DISH

DISH NETWORK CP

51.06

102.86

49.87

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