NEW YORK (TheStreet) -- Yesterday's stock-market rally has already fizzled, with the S&P 500 Index little changed today. That's because details of how the European bailout will be implemented aren't clear, creating another wave of uncertainty and instability. So where should you invest?Two banks -- JPMorgan Chase ( JPM) and M&T Bank ( MTB) -- along with network-gear maker Cisco Systems ( CSCO) are poised to outperform once the dust settles on the European bailout. The banking and technology industries have been hit hard, with both reaching new 52-week lows at the start of October. But these dividend-paying stocks are a safe place to hide while markets find stability, and they will benefit when a real rally takes hold.