Amazon Is One of 19 Stocks To Own Because It Could Explode Higher Within Six Months
Amazon's Jeff Bezos.

How will the market perform in the second half? We rounded up three of our top columnists to ask what sectors and stocks they like going into the year's second half.

Here are their responses.

Stephen Guilfoyle

Street cred:

Generally speaking, I try to stay diversified. It's good to have eight of the 11 [market] sectors -- it gives me room in case I'm wrong, and very frequently in this business things happen that you don't expect.

That said, technology and healthcare are your two best sectors [for the second half]. Whether you go back a year or five years, those are consistently your top two. So I'm going to be represented in those two spaces. In technology, I used this week's market rotation out of tech to buy Lam Research (LRCX) and Nvidia (NVDA)  , and I've been long Intel (INTC) for a while. That's a long-term play, but at least it pays a nice dividend.

In healthcare, I want exposure to the pharma space, so I recently bought Pfizer (PFE)  , which has a nice yield, so at least you're protected if something funky happens. And for speculative name in the space, I bought Enzo Biochem (ENZ) . They have a lot of upcoming patent litigation that could go their way, so the stock has been working its way higher.

Going forward into the next quarter, I would expect to be overweight in those two sectors, plus the financials. When Donald Trump was elected, it was very good for the banks, and if yields keep rising it's going to be great for financials overall. I like Citigroup (C)  , and I bought Wells Fargo (WFC) going into the recent Federal Reserve stress tests. I also like KeyBank (KEY) as a longer-term play.

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Chris Versace

Street cred:

Technology in the back half of the year will be strong as we continue to see the accelerating shift toward a connected society. Two names that I like are Amazon (AMZN) and USA Technologies (USAT) . As far as healthcare, there are going to be some things that hinge upon healthcare reform actually happening in Washington. Still, you might look to revisit AMN Healthcare (AMN) .

Elsewhere, we could see sizable bumps for the companies that might be rebuilding the country's infrastructure under Trump's "Make America Great Again" plan. Look for names that are going to be beneficiaries of incremental infrastructure spending, such as Granite Construction (GVA) and Dycom (DY) .

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