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Capital-gains favorites for 2010


In 2010, the number of stock-market variables that turn out "better than expected" is unlikely to match the level of 2009. From the economy to corporate profits to long-term interest rates, things in 2009 went better than investors anticipated. As a result, the best stocks were those of the most economically sensitive companies. With brisk profit growth and decent economic growth widely expected for 2010, exceeding expectations will not be so easy.

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