In this video from Friday's Investor Beat, host Chris Hill and Motley Fool Million Dollar Portfolio and Inside Value analyst Ron Gross take a look back at the most important stories of 2013 for investors.

For Ron, 2014 looks to be about a continued firming up of the economy, and with that, the ability for several companies to allow a little more liberal spending as they reinvest in themselves, rather than hoarding cash through times of hardship. He identifies the industrial sector as a clear winner from that economic environment, and gives investors a few stocks he'll be keeping his eye on as a result in the year ahead.