In mid December I put together a portfolio of stocks that I thought were 'thrown away" for various reasons towards the end of 2014.
Often the shares of these companies come back and shine in the following January as the selling pressures abate, and this can continue as the year goes on.
The portfolio of these stocks has just about tripled the S & P performance since I tagged them on Dec 18, 2014.
The two oil company majors CVX & OXY are still good LT candidates that are solid additions to any portfolio.
MLP'S related to the oil industry have been rock solid performers as the investment world has realized that these shares were inexpensive, oil wasn't going down to $10 a barrel and in my view, given their yields are inexpensive today.
FEYE has garnered interest given all of the "cyber security" issues that seem to be making the daily headlines. This one is not for everyone as it can be volatile especially with upcoming earnings on Feb 10th. With risk, comes reward.
In conclusion, I can see more upside to this group as an entity and will track it as the year unfolds. For those that did not participate in these names back in Dec., put them on a watchlist and pick them up on weakness , especially the MLP names , as investors will now chase those yields. Yields which I believe are "safe" in 2015.
Best of Luck to all !!