Risks to Consider: Right now, the risks start and end with Europe. The U.S. economy appears to be on the mend, but a deep slump in Europe would blunt any momentum we may be seeing here at home.
Action to Take: Keep your expectations in check. Few of these stocks (outside of Ford, GM and Delta) appear capable of really big stock price gains in 2012. But all appear poised to deliver respectable 20% or even 30% returns in the coming year if the U.S. economy keeps showing signs of improvement.
Disclosure: Neither D. Sterman nor StreetAuthority, LLC hold positions in any securities mentioned in this article.