With the market up so much of late, and a much needed pullback eventually coming, what are some stocks/sectors we can focus on, and start to make shopping lists? I would focus on stocks that have shown strength in the last 2 week rally, and are firmly over their 50 day moving average; and seem to have no major headwinds. This would exclude some names such as Google (GOOG), which is struggling with the 50 day moving average, and might be weak due to this, or a name like Akamai Technologies (AKAM) which has its own set of issues.

Let’s break it down into sectors - where I will give you a list of choices and then give you what is on my shopping list. A pullback of any of these names to their 50 day moving average would be an enticing entry point.