By Chris Bailey of Financial Orbit | Friday 19 December 2014
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
Whilst part 1 was a romp through a few larger cap stories with cost cutting as a core theme, part 2 is a bit more edgy. Looking at 2015 it seems to me that there are two themes that really make investors nervous. The first is growth and the second is underperformance.
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