BALTIMORE (Stockpickr) -- The first full trading week of September put an end to the five-week winning streak in the S&P 500, shoving the big index 1.1% lower between last Monday's open and Friday's close. Consider that drop a warning shot; stocks are starting to look top-heavy in September.
Read More: 5 Breakout Stocks Under $10 Set to Soar
The S&P 500 has only seen four deeper one-week declines so far in 2014, and each of those brought on a more meaningful correction this year. In other words, it makes sense to think defensively this week. To do that, we're turning to a new set of "Rocket Stock" names.
For the uninitiated, "Rocket Stocks" are our list of companies with short-term gain catalysts and longer-term growth potential. To find them, I run a weekly quantitative screen that seeks out stocks with a combination of analyst upgrades and positive earnings surprises to identify rising analyst expectations, a bullish signal for stocks in any market. After all, where analysts' expectations are increasing, institutional cash often follows. In the last 265 weeks, our weekly list of five plays has outperformed the S&P 500's record run by 81.1%.
Without further ado, here's a look at this week's Rocket Stocks.
Read More: 5 Toxic Stocks to Sell Now