I looked earlier today at travel-and-leisure stocks, "stay-at-home" names and other sectors that look promising. Let's look at a few more.

First, it pretty much doesn't matter what end of the insurance business a company's in. You have classics like Chubb (CB) and Allstate (ALL) and Prudential (PRU)  , but you also have brokers/risk managers like Marsh & McClennan (MMC) and AON (AON) . It really doesn't seem to matter. Ironically, the hedge-fund favorite American International Group (AIG)  isn't on the list.

Elsewhere, I think I could pretty much list every industrial because the sector's move is that broad. You have the largest like 3M (MMM) , Honeywell (HON) and United Technologies (UTX) . But you have tons of nuts-and-bolts companies like Illinois Tool Works (ITW) , Eaton (ETN) , Parker-Hannifin (PH) (perennial there), Crane (CR) , Ametek (AME) , Amphenol (APH) , Pentair (PNR) , Praxair (PX) , Air Products (APD) and so many others.

Technical analyst Bruce Kamich of Real Money, our sister site for active traders, looked at Praxair's "Point-and-Figure" chart and found that it gives PX about $144-a-share price target vs. the stock's current price of around $129:

All in all, Kamich writes that Praxair is in "a strong bull trend." (Click here to read Kamich's full report.)

In fact, those few industrials that aren't looking good stick out like sore thumbs. General Electric (GE) is the most obvious. We own it for Action Alerts PLUS and it seems almost forlorn, a statement that it simply can't be as well run as others. Many of these companies have sizable overseas businesses, which could be the kicker no one is counting on, as well as a weaker dollar, which is an additional spur.

I know these stocks have the appearance of Trump stocks, but they've gotten no help from the administration to speak of -- they are not natural resource-based. If anything, these are all candidates to slash and burn American factories and move them overseas -- something that now seems to be a bygone era.

We'll look at medical-device makers and more in Part III of this column a little later.

(Editor's pick. This column originally appeared at 3:57 p.m. ET on May 8 on TheStreet. A longer version also originally appeared at 6:27 a.m. May 8 on Real Money, our premium site for active traders. Click here to get great columns like this from Jim Cramer and other writers even earlier in the trading day.)

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