I expect 2014 to be a great year for the US economy. Many US corporations are lean, flush with money and are ready to break out of the slow pace of the last several years. I think its a great time to invest in the stock market.
Sectors that I expect to be prosperous are:
- advertising (such as is done by Google and Facebook)
- information (such as is provided by Google, Twitter and internet service providers)
- innovative retail (such as is done by Amazon and Costco)
- health products and services (pharmaceuticals, insurers, health services for ageing baby boomers)
- data analysis services
- employee services (contracting services, payroll and benefits services, hiring services)
- energy
I think those best positioned to take advantage of the scene are 1 billion to 40 billion cap corporations with high growth (>15% per yr over the last 5 years), high assets, low debt and for the most part reasonable P/E ratios.
With these criteria in mind, my stock picks for 2014 are:
To learn more about these corporations I suggest using Google Finance.
With these criteria in mind, my stock picks for 2014 are:
To learn more about these corporations I suggest using Google Finance.


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