This is my consumer discretionary (consumer cyclical) sector watchlist.
Airlines
Alaska Air Group (ALK)
- Company Analysis: Alaska Airlines (ALK) (Value Stock Geek, 12.12.2017)
Delta Airlines (DAL)
- Warren Buffett Stocks in Focus (N. McCullum, Sure Dividend, 05.26.2017)
Hawaiian Holdings (HA)
- Company Analysis: Hawaiian Holdings (HA) (Value Stock Geek, 12.13.2017)
Apparel, Accessories, & Footwear
Nike, Inc. (NKE)
- Is Nike’s Stock Fairly Priced? How Much Can It Grow From Here? (D. Gaking, Seeking Alpha, 03.08.2019)
V.F. Corporation (VFC)
- V.F. Corporation: A New Five-Year Plan (N. McCullum, Sure Dividend, 04.15.2017)
- Dividend Aristocrats in Focus Part 13 (Bob Ciura, Sure Dividend, 10.17.2017)
Auto Manufacturers
Tesla Motors (TSLA)
- The Case for Investing in Solar Energy (Gaking Finance, 06.13.2017)
- Tesla Makes Progress but Has a Long Road Ahead (David Whiston, Morningstar, 05.04.2018)
Auto Parts
Genuine Parts Company (GPC)
- Dividend Aristocrats in Focus Part 23 (B. Ciua, Sure Dividend, 10.24.2017)
- Market Dominance, Valuation and Dividend Growth Make This Dividend King a Buy (N. Parsh, Sure Dividend, 03.28.2018)
Broadcasting & Media
Disney (DIS)
- Should Dividend Growth Investors Buy Disney Now? (Sure Dividend, 11.10.2015)
- Disney has to convince Wall St. it’s actually a service (E. Jackson, CNBC, 05.04.2018)
Department Stores & Discount Stores
Kohl’s (KSS)
- How I Estimate Intrinsic Value (D. Gaking, Gaking Finance, 05.31.2017)
Target (TGT)
- Better Dividend Aristocrat Buy: TGT or WMT? (B. Ciura, Sure Dividend, 03.07.2017)
- 3 Reasons Target Is Not The Next Sears (B. Ciura, Sure Dividend, 04.13.2017)
- Dividend Aristocrats in Focus Part 16 (B. Ciura, Sure Dividend, 10.19.2017)
Specialty Retail
Barnes & Noble (BKS)
- Barnes & Noble: Buying Opportunity or Value Trap? (N. McCullum, Sure Dividend, 07.11.2017)
Gamestop (GME)
- Is GameStop The Next Blockbuster? (D. Gaking, Seeking Alpha, 10.02.2017)
- Is GameStop A Cyclical Business Or A Dying One? (Adam Stich, Seeking Alpha, 03.27.2017)
Lowe’s (LOW)
- Dividend Aristocrats in Focus Part 20 (B. Ciura, Sure Dividend, 10.22.2017)
- Can This Dividend King Maintain Its Huge Success? (Sure Dividend, 03.22.2018)