Social media-related investing companies rallied after ad revenue data came in stronger than anticipated. This sector may continue to see double-digit growth rates. Second, any of these stocks could tumble and wipe out any passive income you make from dividends. However, I believe that all three stocks will be winners over the long term. Slatestone Wealth chief market strategist Kenny Polcari, who also hosts Yahoo Finance's Trader Talk podcast , explains how investors can play the private market both directly and indirectly through investing in publicly traded stocks. S&P 500 investing companies posted an average EPS growth of 6.8% over the past quarter, driven largely by industrial and transportation stocks. Forecast models suggest continued upside if macro data confirms GDP expansion.