Consumer Stocks: Tiptoe Through the Minefield

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 , ITT Education Services , Chipotle Mexican and Snap-On .

Watch out for the consumer doomers, though: Pulte Homes , Skechers U.S.A. , and Regal Entertainment .

Bottom line? Use discretion when purchasing consumer discretionaries.

CNBC Investor Intelligence: