Superstars of the 2009 – 2014 bull market

Superstar

Consumer Borgwarner – BWA: Autoparts: Fuel economy standards and improved emission drives growth. P/E (12/14E) – 17.7x Footlocker – FL: Athletic Apparel: Fitness theme. P/E (12/14E) – 15.0x Fossil – FOSL: Watches & Lifestyle. Collection of different brands eg. A/X, Diesel, DKNY, Adidas. 44% of US Market. Growth of Fossil outstrips that of industry. P/E…

Consumer Services

WalMart & Mcds

The Consumer Services Sector is reaching a Supercycle Wave V top in 2014. The Consumer Services weighting in the S&P500 at 2013 year-end is 12.5%. Many individual Consumer Services stocks are also hitting their Supercycle Wave V high in 2014. WMT ($257bn), AMZN ($140bn), DIS ($139bn), CMCSA ($134bn), MCD ($100bn), SBUX ($54bn), YUM($34bn)   For…