Drug distributors and healthcare IT companies that increase the efficiency of hospitals and reduce costs will be big winners in the coming year, said Carin Pai, Executive Director of Equity Management at Fiduciary Trust. She also likes biotechs with strong cancer and diabetes drug pipelines. On the consumer side, Pai is a fan of retailers with strong online strategies as well as those that tap the ‘digital wallet’. On the enterprise side, Pai likes cloud computing stocks and companies that are providing Software as a Service. Finally, she expects aerospace and chemical companies to benefit from lower commodity costs in the coming year.
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