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EXCLUSIVE OFFER: Jim Cramer's Protégé, Dave Peltier, only buys Stock Under $10 that he thinks could potentially double or triple in the next 6 to 12-months. See what he's trading today with a 14-day FREE pass.

Doug Kass: 15 Surprises for 2013

Stocks in this article: AAPLGSPGFGOOG

Surprise No. 10: Takeover activity slows to a standstill.

Though interest rates are low and there is an abundance of excess cash on corporations' balance sheets, economic uncertainty meaningfully curtails merger-and-acquisition activity in 2013.

There is one large exception: Oracle (ORCL) takes over Hewlett-Packard (at only a modest premium). Mark Hurd returns to become Hewlett-Packard's CEO. Hewlett-Packard's current CEO Meg Whitman rejoins Kleiner Perkins.

Strategy: Avoid investment and brokerage stocks.

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