Plastic Jedi Knights, power tools and American-made cars—those three things could translate to next year's stock market winners, according to TIAA-CREF's Saira Malik.

Hasbro, Home Depot and General Motors are the stocks to own as the market continues growing, albeit more slowly than during 2013's banner year, said Malik, the head of global equity research at TIAA-CREF, which oversees more than $520 billion in assets.

Investors should look toward corporations with strong earnings and companies that cater to the consumer, she said.