Top 5 Consumer Stocks To Own For 2014

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Weight Watchers (NYSE: WTW  ) were looking good today, gaining as much as 10%. But, like most diets, the change didn't hold, and the stock finished up just 1.3%.

So what: The weight-loss specialist said earnings per share improved from $0.74 a year ago, to $0.87 in Q1 this year, but the results were a bit misleading as the number of shares outstanding was greatly reduced by a self-tender offer last year. Net income in the quarter actually fell 10.7%, to $48.8 million. Revenue in the quarter was down 3.3%, to $486.9 million. CEO David Kirchoff explained, "The winter diet season proved to be challenging," and blamed "a weak consumer backdrop," as well as increased competition, for the poor results. Still, he expressed optimism about cost-cutting programs, new advertising campaigns, and product innovation. Weight Watchers also updated full-year guidance to a range of $3.60-$3.90.

Top 5 Consumer Stocks To Own For 2014: Deer Consumer Products Inc.(DEER)

Deer Consumer Products, Inc., through its subsidiaries, engages in the design, manufacture, and sale of small home and kitchen electronic appliances. The company offers blenders and juice extractors, soy milk makers, food processors, popcorn makers, meat grinders, coffee machines, and hot water kettles primarily under the Deer brand name, as well as under one store brand for a retailer?s private label programs. It sells its products through agents to retailers in the People?s Republic of China. The company also operates as an original design manufacturer and original equipment manufacturer to provide its products to consumer products companies and electrical appliance manufacturers internationally. Deer Consumer Products, Inc. is based in Shenzhen, the People?s Republic of China.

Top 5 Consumer Stocks To Own For 2014: Coldwater Creek Inc. (CWTR)

Coldwater Creek Inc., together with its subsidiaries, operates as a multi-channel specialty retailer of women's apparel, accessories, jewelry, and gift items primarily in the United States. It operates premium retail stores located in traditional malls, lifestyle centers, and street locations; merchandise outlet stores; and day spas, which offer spa treatments, including massages, facials, body treatments, manicures, and pedicures, as well as provide relevant apparel and personal care products. The company also offers its products through its e-commerce Web site coldwatercreek.com and catalogs, as well as through phone and mail. As of October 27, 2012, it operated 354 premium retail stores and 38 factory outlet stores, as well as 9 spas. The company was founded in 1984 and is headquartered in Sandpoint, Idaho.

Best Cheap Companies To Invest In Right Now: Torotrak(TRK.L)

Torotrak plc engages in the design and development of traction drive systems for vehicle makers and transmission manufacturers in Europe, North America, India, and Japan. The company licenses its patented traction drive technology for use in main drive transmissions for vehicles, such as buses, trucks, and small cars; variable drive pressure charging for fuel economy; and mechanical flywheels that recover braking energy. It also provides engineering consultancy services, including supporting projects through advice and helping customers to apply the Torotrak plc?s technology. The company was founded in 1988 and is based in Leyland, the United Kingdom.

Top 5 Consumer Stocks To Own For 2014: John B. Sanfilippo & Son Inc.(JBSS)

John B. Sanfilippo & Son, Inc. engages in the processing and marketing of tree nuts and peanuts in the United States. It offers raw and processed nuts, including peanuts, almonds, Brazil nuts, pecans, pistachios, filberts, cashews, English walnuts, black walnuts, pine nuts, and macadamia nuts. The company provides nut products in various styles and seasonings, such as natural, blanched, oil roasted, dry roasted, unsalted, honey roasted, flavored, spicy, butter toffee, praline, and cinnamon toasted. It also offers peanut butter; food and snack products comprising snack mixes, salad toppings, natural snacks, trail mixes, dried fruit, and chocolate and yogurt coated products; baking ingredients; bulk food products; sunflower seeds, almond butter, sesame sticks, and other sesame snack products; and toppings for ice cream and yogurt. The company provides its products under various private labels, as well as under the Fisher, Orchard Valley Harvest, and Sunshine Country brand na mes. John B. Sanfilippo & Son, Inc. markets its products through its own sales department, a network of independent brokers, and various independent distributors and suppliers to retailers and wholesalers, as well as to industrial, food service, and contract packaging customers. The company was founded in 1959 and is headquartered in Elgin, Illinois.

Advisors' Opinion:

• [By James K. Glassman]

   One bag of nuts is like any other, right? Not at John B. Sanfilippo & Sons (symbol: JBSS). The Elgin, Ill., nut processor has done much to make its brands -- Fisher and Orchard Valley Harvest -- stand out. Small innovations, such as the use of resealable bags, are just a start. The firm launches new products every year -- such as vanilla-flavored almonds in 2012. Adam Strauss, co-manager of Appleseed Fund, expects a 44% bump in 2013 profits from 2012. The stock, which has a market value of just $184 million, sells for 11 times estimated 2013 earnings.

Top 5 Consumer Stocks To Own For 2014: Clearwater Paper Corporation (CLW)

Clearwater Paper Corporation manufactures and sells pulp-based products in the United States and internationally. The company operates in two segments, Consumer Products, and Pulp and Paperboard. The Consumer Products segment provides consumer private label tissue products, including bathroom tissue, household paper towels, napkins, and facial tissues. It also manufactures away-from-home tissue, parent roll tissue, machine-glazed tissue, and foam products; and absorbent products, as well as recycled fiber value grade products. This segment sells its products through sales force to grocery, mass merchant, drug, and discount stores. The Pulp and Paperboard segment offers bleached paperboards, lightweight bleached bristols, folding carton boards, liquid packaging paperboard, cup stock and plate stock paperboard, and products for commercial printing applications. This segment sells its products to packaging converters through sales offices; and to commercial printers through d istribution. The company is headquartered in Spokane, Washington.