The break-neck volatility of the past few years and the likelihood of shorter cycles in the energy sector argue for diversification into secular growth stories that depend less on commodity prices and timing your entry and exit points.
A strategic spin-off will highlight this industrial player’s promising life sciences business and unlock value for shareholders. Another across-the-board selloff after the industrial sector’s recent rebound would create an ideal buying opportunity.
Accelerating US economic growth and favorable valuations relative to their large-capitalization peers set the stage for small-cap names to outperform in 2014. Our top pick is an undervalued provider of freight services that stands to benefit from lower costs and growing demand.
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