Five Below's "under $5 strategy" is still nascent, giving the retailer's shares substantial room to run. And Freeport McMoran will benefit from from the Trump building boom.
Plus other sectors to watch in this rotation.
Investors are expecting a strong jobs report Friday and a rate increase later this month that might hurt stocks.
U.S. stock futures turn lower Thursday as oil prices stabilize after soaring during the previous session following OPEC's agreement to cut output; U.S. automakers release November sales.