These 'growth at a reasonable price' stocks will drive the next leg of the rally, says BMO

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A Goldman Sachs sign is seen on at the company’s post on the floor of the New York Stock Exchange.

Brendan McDermid | Reuters

The easy money making days are over and the next leg higher for the market will be driven by strong earnings growth, according to Brian Belski, chief investment strategist at BMO Capital Markets.

Looking forward, investors need to choose stocks with company-specific stories.