Small and mid-cap stocks look set to outperform now that the dollar has strengthened post-election, says Matt DeSalvo, head of U.S. equities at Mizuho Securities. DeSalvo says engineering company Fluor (FLR) and railroad firm Genesee & Wyoming (GWR) are two companies that look poised to move higher between now and the end of the year. DeSalvo also says while bank stocks have rallied since the election, he believes they have more room to run. He also favors cyclical stocks and pharmaceutical and biotech companies.
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