Conviction Buy - List 2014
: 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)
While the list aimed to identify winners, the broader market saw significant divergence: conviction buy list 2014
: Total (TTE) was added to the list, while others like Royal Dutch Shell were removed during various updates as analysts focused on cost discipline and project cycles. 2014 Market Performance Context : Goldman screened for stocks that underperformed in
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 Key Stocks on the 2014 List : The
: The sheer volume of changes in December 2013 suggested a "telegraphing" to wealthy clients to reset their portfolios for the year ahead.
: Indian stocks, biotechnology, and semiconductor companies were among the top asset classes for 2014.