Best Stocks For 2014: The Gs
The fallacy of the recent stock market gains are that all stocks have seen substantial gains this year. In reality, a lot of the small-cap, growth stocks struggled to achieve market returns. Typically these high beta stocks would outperform the market during strong periods, but the slow growing economy doesn't help these stocks.
With the economy picking up based on the strong Q3 GDP growth, 2014 could be the year where the market rotates into growth stocks. Too often, investors confuse a rising interest rate as negative for stocks.
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