2013 was a great year for high growth stocks with little profit. The S&P 500's P/E ratio is up from 17.5 a year ago to 18.9 today, because while stock prices went up earnings didn't. This year the rubber hits the road, and companies will have to prove they'll make money for investors long-term. 

The upside for investors is that they can still get great values on stocks the market overlooked this past year. DuPont (NYSE:DD) trades at just 12 times earnings, Intel (NASDAQ:INTC) has a 14 multiple, and Microsoft (NASDAQ:MSFT) trades for 13 times earnings. That's before taking out cash hoards at the latter two, which make them even more valuable.

Erin Miller sat down with Travis Hoium to see why these overlooked and downright boring stocks are where investors want to be this year.