Four sectors offer long-term growth potential, Alison Deans of Varick Asset Management said Thursday.
"My feeling is there will be a leadership change," she said. "As we start to see the economy pick up, corporations are going to start reinvesting capital, consumers are going to start spending more money, so, I think those industries are more economically sensitive."
On CNBC's "Fast Money," Deans cautioned that stocks could still see a 10 percent correction in the near term, but added that the long-term fundamentals were solid for a continued upward move.
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Her top sector picks included:
Deans said that those sectors were worth buying on a pullback.
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While she didn't expect the Federal Reserve to taper its quantitative easing until next year, Deans also said that the market could signal at what point it will happen.
"Even if Fed doesn't stop quantitative easing sometime this year, I think the bond market will anticipate and start going up on its own, almost leading the Fed into stopping quantitative easing," she added. "So, I think you need a little bit of a backup, and that could make the economy pause, but I think there's enough going on in the employment trend for you to see real economic growth pickup next year."
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Trader disclosure: On June 6, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Steve Weiss is long BAC; Steve Weiss is long C; Steve Weiss is long AAMRQ; Steve Weiss is long SODA; Josh Brown is long AAPL; Josh Brown is long XLF; Josh Brown is long MRK; Jon Najarian is long AAPL; Jon Najarian is long VZ; Jon Najarian is long EEM; Jon Najarian is long GLD; Jon Najarian is long TMO; Jon Najarian is long UVXY; Stephanie Link is long AAPL; Stephanie Link is long GS ; Stephanie Link is long JPM; Stephanie Link is long WFC; Stephanie Link is long CSCO; Stephanie Link is long FB; Stephanie Link is long EBAY.