The first quarter of 2014 officially wrapped up today, and though the Dow, Nasdaq and S&P were all up today, the quarter itself was the worst since the end of 2012. Are stocks finally pulling back enough for investors to find value on the market again?

On Monday's Investor Beat, host Chris Hill and Motley Fool analysts Jason Moser and Taylor Muckerman discuss the market's run-up over the past couple years and its banner year in 2013, compared with the first quarter of 2014. They also discuss some of the broader economic forces at work as the economy continues to recover, and Taylor highlights one sector benefiting from the current economic environment.

Then, the guys look at four stocks making moves on Monday's market. Shares of Panera Bread moved upward today, after the stock got an analyst upgrade from Wedbush. Delta Airlines stock is also on the rise, after announcing a partnership with Virgin Atlantic. Shares of General Motors fell today in advance of Congressional hearings later this week in the ongoing investigation into GM's faulty ignition switch, at which CEO Mary Barra is slated to testify. And a very bad day for Prana Biotechnology, with shares getting crushed after a failure in phase 2 trials for its treatment of Alzheimer's disease.

And finally, Jason and Taylor each look at one stock on their radar this week. Jason discusses Microsoft's ambitious hardware-focused plans and tells investors why he would much rather see the company continue to shift its focus toward the software side. Taylor looks at the newly IPO'd CBS Outdoor, spun off from its parent company CBS Corp. on Friday, and why he's interested in the billboard business.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.