5. Harley-Davidson ( HOG)

Company profile: Harley-Davidson has a fabled brand as the world's leading manufacturer of heavyweight motorcycles, parts and accessories. A new Harley costs about $14,000.

Investor takeaway: Its shares are up 19% this year and have a three-year average annual return of 51%. Morningstar says the company "has historically generated a strong free cash flow, and we expect it to continue to do so, producing $3 billion of cumulative free cash flow over the next five years." It has a 1.08% dividend yield. Its shares have a market value of $10.5 billion. S&P has it rated "hold," with three stars and says that its target market, baby boomers, is aging and will begin to shy away from the big bikes.

4. JCPenney ( JCP)

Company profile: JCPenney is the leading mall-based family department-store operator in the U.S., with over 1,100 retail locations as well as catalog/Internet operations.

Investor takeaway: Its shares are up 17% this year and have a three-year average annual return of 38%. The stock has a 1.95% dividend yield.

JCPenney continues to have "good cash flow, which should grow with the recovery," said Morningstar. "Even projecting low-single-digit top-line growth and modest long-term operating margin assumptions, its cash-generation potential should become evident." Analysts are all over the map on it, giving it four "buy" ratings, two "buy/holds," eight "holds," three "weak/holds" and one "sell," according to an S&P survey.

3. Coach ( COH)

Company profile: Coach makes handbags and leather accessories in an assortment of styles and is known for its distinctive luxury brands. It sells brand-name goods, including handbags, leather accessories, business cases, footwear, jewelry, sunwear, travel bags, watches and fragrance products. It's seeing huge sales growth in China and Japan. Handbags sell for up to $420.

Coach posted earnings of $1.18 per share on a 15% sales increase in its most recent fiscal quarter ending Dec. 31, beating the consensus estimate of $1.15 per share. Its earnings are up from $1 per share in the same period last year.

Investor takeaway: Its shares are up 19% this year and hit a 52-week high on Friday of $71.50. S&P has it rated "strong buy" with five stars and an $80 price target.

2. Delphi Automotive ( DLPH)

Company profile: Delphi is one of the largest auto-parts suppliers in the world and its products include electronics, powertrain and safety items. It was originally General Motors' (GM) parts business, but was spun off and taken public in 1998. It filed for bankruptcy in 2005 and emerged in the third quarter of 2009.

Investor takeaway: Its shares are up 43% this year, including 38% in the past month. S&P doesn't rank the $10 billion market value company and it gets scant analyst coverage. But as new auto sales grow, it can't help but play a role in it as the key supplier to most of the world's biggest auto makers.

1. Tata Motors ( TTM)

Company profile: Tata Motors is India's largest auto manufacturer and it also makes commercial trucks and buses, and luxury vehicles, including the Jaguar and Land Rover. It also makes the world's cheapest and smallest car, the Nano. It has automotive operations in the U.K., Spain, South Korea, South Africa and Thailand. In 2011, it sold more than 1 million vehicles.

Investor takeaway: Up 52% this year, the stock has a three-year average annual return of 89%. S&P has it rated "buy" with four stars out of a possible five. It is the beneficiary of growing middle-class wealth in many emerging-market countries as it covers the spectrum of car types, from the cheapest to some of the most expensive.

>>To see these stocks in action, visit the 10 Spending-Spree Stocks Beating the Market portfolio on Stockpickr.
Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.

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