Industrial Stocks for the Second Half

In Monday's column, we discussed some of the stocks and sectors that outperformed the overall market in the first half of the year, and why it was time to lighten up on some of them. On the first trading day of the second half of the year we will talk about some sectors and stocks that have underperformed in the first six months of 2014 but should have better stories and performance in the back of the year.

I have recently covered the underperforming retailing sector and some beaten-up plays there, so I will not rehash the outlook for that part of the market. Today we will look at some industrial stocks. The sector has slightly underperformed the S&P 500 in the first half of 2014 but with global economic growth accelerating in the second half of the year, should outperform going forward....395 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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