Toyota, Movado and Others Analysts Are Bullish On

Despite the threat of the federal budget sequestration looming over the U.S. economy and the markets, analysts are still optimistic about certain stocks. Here is a quick look some dividend payers in the consumer sector that analysts have a consensus recommendation of Strong Buy: Movado MOV shares are up more than 23 percent from six months ago, despite pulling back about eight percent from a recent multiyear high. The Paramus, N.J.-based maker of fine watches is expected to post marginal EPS growth in the most recent and the current quarters. Its market capitalization is near $900 million, and the dividend yield of about 0.6 percent. The stock has outperformed other luxury brands such as Coach COH and Tiffany TIF over the past six months. PVH PVH is more than 35 percent higher in the past six months, despite pulling back about three percent from the 52-week high earlier this month. The New York-based marker of apparel under the Calvin Klein, Tommy Hilfiger and other brands is expected to post strong EPS growth for the most recent quarter. It has a market cap of more than $8 billion. The dividend yield is about 0.1 percent, and its long-term EPS growth forecast about 15 percent. Over the past six months, the stock has outperformed competitor Ralph Lauren RL. Steelcase SCS is up more than 41 percent in the past six months, despite trading mostly between $13.20 and $13.80 since early this year. The company is expected to post modest earnings and revenue growth for the current quarter. The Michigan-based maker of office furniture has a market cap near $1.7 billion, a dividend yield of about 2.6 percent and a long-term EPS growth forecast near 11 percent. Despite not breaking through resistance for the past few weeks, shares have easily outperformed the broader markets over the past six months. Shares of Tata Motors TTM are trading more than 25 percent higher than six months ago, despite being down more than seven percent year to date. Its profits declined sharply in the most recent quarter. The Mumbai-based auto manufacturer has a dividend yield of more than two percent and a market cap near $17.8 billion. The mean price target indicates more than 13 percent upside potential. Over the past six months, the stock's performance has been largely in line with that of General Motors GM and Toyota. The share price of Thor Industries THO is up more than 20 percent in the past six months, despite pulling back about 14 percent in the past month. This manufacturer of recreation vehicles and buses reported strong sales in its fiscal second quarter, which ended in January. The $2 billion market cap company has a dividend yield of less than two percent and a long-term EPS growth forecast of about 14 percent. But, over the past six months, the stock has underperformed smaller competitor Winnebago WGO. Titan International TWI is trading about 20 percent higher than six months ago, though it pulled back about three percent in the past week. The tire maker is expected to post strong fourth-quarter and full-year results later today. It has a $1.2 billion market cap and a dividend yield of about 0.1 percent. The return on equity is more than 25 percent. The stock has outperformed the likes of Goodyear GT and Cooper Tire CTB, as well as the broader markets, year to date. Japanese auto maker Toyota TM has pulled back from a recent multi-year high, but shares are still trading about 24 percent higher than six months ago. The $323 billion market cap company also recently settled suits in several states related to recalls in 2005 to 2010. The company's dividend yield is about 1.3 percent, and the long-term EPS growth forecast is more than 45 percent. The mean price target is more than 13 percent higher than the current share price. Year to date, the stock has outperformed peers Ford F and GM.