“I’m very optimistic,” says Wayne Kaufman, citing strong earnings growth expectations for the next two years. “The market breadth has spread out beautifully,” he adds, highlighting names like Caterpillar (CAT) and KLA Corp. (KLAC). Wayne also likes Morgan Stanley (MS) and Gartner (IT), and also brings up the S&P 500 Equal Weight Energy ETF (RSPG).