Conviction — Buy List 2014

: Some of the best-performing stocks of the year included Southwest Airlines (LUV) , which rose 120%, and Electronic Arts (EA) .

: Total (TTE) was added to the list, while others like Royal Dutch Shell were removed during various updates as analysts focused on cost discipline and project cycles. 2014 Market Performance Context conviction buy list 2014

: The sheer volume of changes in December 2013 suggested a "telegraphing" to wealthy clients to reset their portfolios for the year ahead. : Some of the best-performing stocks of the

While the list aimed to identify winners, the broader market saw significant divergence: which rose 120%