It's been a volatile year, and the markets show no signs of calming down. Morningstar analyst John Coumarianos has been picking his way through this year's winners, looking for those that are likely to keep winning, like Alcoa.
"Alcoa had a terrific year," he told CNBC. "We think it still has room to run, however."
He pointed out that Alcoa owns 24 percent of the world's reserves of bauxite, the essential ingredient of aluminum. He sees demand for aluminum growing, and calls the stock a bargain and "a terrific long-term holding."