2014 had a choppy start to trading but it is starting to resemble 2013 in terms of retail investors looking at weakness as a buying opportunity. The difference is what kind of companies the home gamer is scooping up. Stephanie Link, Co-Portfolio Manager of Action Alerts Plus, and Jill Malandrino review the recent results of TD Ameritrade's Investor Movement Index and look at several stocks AMTD clients were buying that the Action Alerts Plus portfolio owns or follows, including AT&T and GE.

More from Video

Carnival CEO Arnold Donald: China Will Become the Largest Cruise Market

Carnival CEO Arnold Donald: China Will Become the Largest Cruise Market

One-on-One With Carnival Corporation CEO Arnold Donald (Watch)

One-on-One With Carnival Corporation CEO Arnold Donald (Watch)

Replay: Jim Cramer on the Markets, Tiffany, Micron Technology and Union Pacific

Replay: Jim Cramer on the Markets, Tiffany, Micron Technology and Union Pacific

KPMG US Chair and CEO: Survey Shows CEOs are Still Worried About Cyber

KPMG US Chair and CEO: Survey Shows CEOs are Still Worried About Cyber

Rent the Runway co-founder Chats with Cramer on Equal Pay and a Good Pair Jeans

Rent the Runway co-founder Chats with Cramer on Equal Pay and a Good Pair Jeans