10 Favorite Stocks (And Trends) For 2013

From Leigh Drogen - Seeking Alpha
January 6, 2013 - 6:38am

Before I get into my 10 favorite stocks for 2013, we'll take a few minutes for broader trends. Collaborative Consumption has crossed the chasm and is now a massive mainstream trend. 2013 will be the year when this economic paradigm-altering mega trend attains a pace that starts to completely transform the economy. Remember, humans have difficulty thinking in a non linear fashion. Collaborative Consumption is about to hit a point on the growth curve where each step begins to look pretty large. While Airbnb is the poster child, I'm bullish on everything from DogVacay to Getaround and Car2Go. The interesting thing about these companies is that they aren't natural acquisition targets so it's hard to play momentum in public companies like we can right now with PayPal (EBAY) and Square. These companies will necessarily cannibalize whole industries which makes it hard for large public ...


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