Conviction Buy List 2014 -
The for 2014 was a curated selection of top stock calls from their research department, aiming for high conviction and market differentiation. Entering 2014, the firm signaled a major repositioning for its clients, adjusting its list to anticipate a gradual global recovery and a target of 1,900 for the S&P 500. Key Stocks on the 2014 List
: Energy stocks suffered heavily as oil prices dropped from roughly $111 to $59 in just six months. Investment Strategies Mentioned in Blogs conviction buy list 2014
: Altera Corp. (ALTR) was a notable tech name on the list before being removed in late 2013 despite maintaining a buy rating. The for 2014 was a curated selection of
: Some of the best-performing stocks of the year included Southwest Airlines (LUV) , which rose 120%, and Electronic Arts (EA) . Investment Strategies Mentioned in Blogs : Altera Corp
: The sheer volume of changes in December 2013 suggested a "telegraphing" to wealthy clients to reset their portfolios for the year ahead.
: Buying "cheap" stocks (with multiples of 10 or lower) was recommended due to the market's elevated levels.
: Goldman screened for stocks that underperformed in 2013 but were poised for a 2014 reversal, including: Ford (F) Wal-Mart (WMT) Target (TGT) Abbott Laboratories (ABT) Freeport-McMoRan Copper & Gold (FCX)