Hewett-Packard, Microsoft show new moves.
You'll need patience and comfort with volatility.
I am more optimistic about some of the larger onshore plays.
One thing seems certain early in the new year. Volatility is going be much higher early in 2014 than during the pretty much straight up market in 2013.
The early turmoil in the New Year from emerging markets hit domestic equities hard last week and U.S. markets had their worst performance on a weekly basis since June 2012. Emerging market currencies had their biggest selloff in five years and volatility from these regions could continue for a while.
In this RealMoney article, Bret Jensen revisits the investment case for automakers Ford and GM.
In this RealMoney article, Bret Jensen says Freeport McMoRan and Louisiana-Pacific have positive catalysts.
If the continent is indeed turning, these names are bargains.
Finish Line and HD Supply are a pair of unappreciated value stories.
It appears a transition is upon us. Here are two ways to play it.