Anh HOANG

Cracker Barrel will deliver more value to shareholders with a special dividend. Its share repurchases are not as effective as McDonald's and Chipotle, as the value has been transferred to the company's board and management and not shareholders.

PVH, VF Corp, and Ralph Lauren will continue to experience good growth because of their acquisitions.

Time Warner Cable's shareholders could be better off if the company was acquired by Comcast, rather than Charter Communications, because Comcast has a stronger balance sheet, a similar valuation, and a commitment to return cash to shareholders.

American Eagle Outfitters, Abercrombie & Fitch, and Aeropostale will rely on international expansion to drive their growth in the future.

Nike, Adidas, and Under Armour are relying on innovation to drive their businesses forward. Nike, with a 1.10% dividend yield and a lower valuation than these peers, seems to be a good long-term stock for investors.

Philip Morris, Unilever, and McDonald's could be great long-term picks for income investors.

Chipotle Mexican Grill is getting into the pizza business, competing with PizzaRev of Buffalo Wild Wings. While those two companies are for growth investors, income investors will prefer Yum! Brands.

Rite Aid will be a good turnaround story with the lowest valuation. Walgreen is the most expensive with the highest dividend yield. CVS is the balance between the two, but could return the highest cash yield.

PepsiCo will rise due to a recent agreement with Buffalo Wild Wings. Coca-Cola, on the other hand, remains a favorite long-term stock for consumer investors.

Kellogg, General Mills, and Campbell Soup are quite suitable for long-term income investors.

Sysco will deliver more shareholder value after its US Foods acquisition. It is a much better buy than United Natural Foods and Core-Mark Holding.

WhiteWave Foods and Post Holdings will grow because of their recent acquisitions. However, they are quite expensive now. Dean Foods represents a much better buying opportunity because of its lower valuation.

Darden Restaurants could offer investors more value if its businesses separated. Currently, it has a lower valuation and a higher dividend yield than both DineEquity and Wendy's.

Chipotle Mexican Grill, Buffalo Wild Wings, and Cracker Barrel Old Country Store are all high-growth restaurant chains. Among the three, I like Cracker Barrel the most as it has the lowest valuation and a decent dividend.

Philip Morris will grow further with the acquisition of Megapolis. The company is a much better pick than British American Tobacco and Imperial Tobacco because it has a lower valuation than these peers and a juicy dividend.

Michael Kors experienced spectacular growth that was much better than Coach and Vera Bradley. Coach might be the best pick of the three, however, as it offers a lower valuation and a decent dividend yield.

MasterCard seems to be the best pick with a higher return on invested capital than both Visa and American Express. Moreover, it is planning to return more cash to shareholders in the near future.

With the acquisition of Coram and 10-year agreement with Cardinal Health, CVS Caremark will deliver better operating performance in the future. The deals also put CVS in a better position to compete with Walgreen.

Despite a 20% drop, Express is not a good buy with inventories that have risen significantly. Gap and Guess? are much better choices.

Nestle could be a good stock to buy and hold for the long run. Kellogg and General Mills could also be decent picks because of their good dividend yields.