One year later, my three leisure stock picks have achieved a total return of 30.8% through Jan. 29, four basis points greater than the PEJ and well ahead of the SPDR S&P 500 (SPY), which gained 20.6% over the same period. I’ll score that as a win.
Late in December, Forbes‘ Kurt Badenhausen published a piece that looked at The Best And Worst Sports Stocks Of 2013, a collection of 37 stocks that averaged a 53% return in 2013. Many of them are what I would consider leisure stocks.
This year, rather than pick from the PEJ, I’ll pick from the stocks Kurt has list instead to try to find three leisure stocks that can keep the rally going.