- 10 Dividend Picks For Your Portfolio: Chief Investors
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Retail Earnings and Sales to Improve in Q4: Analyst
- 4 Food Stocks to Stuff in Your Portfolio: Analyst
- S&P at 1050-1200 Trading Range Next Year: Strategist
- Art Cashin: Caution 'Growing' in Financials, Dividend Moves
- 3 Software Stock Picks from Lazard's Senior Analyst
- Investors Bet on a New Year's Rally For eBay
- Why You Should Play the Reflation Trade: Stock Picker
MOST SHARED
- The Executive Job Search
- Where Do Pardoned Turkeys Go?
- Activision Prepares to Double Dip on ‘Modern Warfare 2’
- Salvation Army's Kettles Now Credit Card-Ready
- Chinese Overcapacity is Worsening, EU Chamber Warns
- US Mint to Suspend American Eagle Gold 1-Ounce Coins
- S&P Stocks Trading at New 52-Week Highs
- Topless Business Is Taking Off
- Judge Erases Couple's $525,000 Mortgage Payment
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Revenge of the Gangsta Nerds
- Will TCU See The "Flutie Effect?"
- Retail Earnings and Sales to Improve in Q4: Analyst
- Consumers Catching the Holiday Spirit
- It's Beginning To Look A Lot More Riskless
- Crescenzi: Claims Level Suggests End to Job Losses
- Hedge Funds Take Early Lead in Warren Buffett's 'Big Bet'
- Black Friday to Avoid Red Ink; Greenback Gets the Blues
- Bankruptcies Jump, Hitting Highest Level in Four Years
- AIG, Ex-CEO Greenberg Reach Pact to Settle Disputes
- Bank of America CEO Search May Extend Into 2010
- Steepest Black Friday Discounts, Revealed
- Fed to Counsel Moviegoers on How to Use Credit Cards
- 'Cancer of Fraud' Permeates Health Care System: Critics
- Where Do Pardoned Turkeys Go?
- US Mint to Suspend American Eagle Gold 1-Ounce Coins
RSS FEED
CNBC Stock Blog
Consumer discretionary stocks are not only the worst performers today — and this week and this month — but 60 percent of the 18 discretionary stocks that reported earnings are down.
So what is working in one of the worst groups right now?
My choices for the consummate consumer stocks include Tractor Supply [TSCO
Loading...
()
], ITT Education Services [ESI
Loading...
()
], Chipotle Mexican [CMG
Loading...
()
] and Snap-On [SNA
Loading...
()
].
Watch out for the consumer doomers, though: Pulte Homes [PHM
Loading...
()
], Skechers U.S.A. [SKX
Loading...
()
], Amazon.com [AMZN
Loading...
()
] and Regal Entertainment [RGC
Loading...
()
].
Bottom line? Use discretion when purchasing consumer discretionaries.
_________________________________
CNBC Investor Intelligence:
_________________________________









