NEW YORK (TheStreet) -- What industries should investors investigate going into the end of 2013 and into 2014? TheStreet's Stephanie Link, co-portfolio manager of Action Alerts PLUS, has a few suggestions.
Link's first pick is the auto industry, with her top stocks including automaker Ford (F) and part suppliers BorgWarner (BWA) and Magna International (MGA). Ford is an AAP holding.
Although the Seasonally Adjusted Annual Rate (SAAR) of 15.2 million vehicles is more than double the seven million units seen in 2009, she suggested it has more to go on the upside.
Another industry that should continue to perform well is aerospace. Link said demand has been growing at a steady 4.5% annual rate, while Airbus and Boeing (BA) have logged 7.5 years worth of production in its backlog.
Her top pick in the sector is Precision Castparts (PCP).
Finally, the trucking cycle has been strong with 300,000 annualized orders, which is much higher than expected, according to Link. Cummins (CMI) and Eaton (ETN) are her top truck stocks and are both AAP holdings.
-- Written by Bret Kenwell in Petoskey, Mich.
