I used Friday's energy strength to ditch some Apache and Schlumberger, but will buy more Halliburton on a dip.
From Kohl's to IBM, these names look promising.
Dave Rosenberg of Gluskin Sheff is bullish on the sector.
Markets were falling in early afternoon trading Tuesday.
I'm not optimistic about Trump's infrastructure plan, but defense stocks, Halliburton and Schlumberger are another story.