Shares of Financial Engines bottomed out last year and now the retirement plan adviser's stock is ready to run, said George Young, portfolio manager for the Villere Balanced Fund. Young added that the company is a perfect play on the growing 401K business in America. Similarly, he is positive on DST Systems, saying the shareowner recordkeeping and distribution support systems provider is also an attractive play on the burgeoning mutual fund business. Young said DST is also asset rich with an impressive new CEO. Finally, Young said he is bullish on Men's Wearhouse, saying the retailer will soon see synergies from its Jos. A. Bank purchase.

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