Caveat: I'm only right about 60% of the time so don't blame me if you pick from the wrong 40%!
Too many stocks, not enough money. Here's what I like best of stocks (from my screens) I don't own:
SFUN: Dividend, momentum, nice niche.
QIHU: I only don't buy it because I own VIPS and need to be diversified.
AXAHY: Dividend. I like both insurance and Europe right now.
FCTY: Lots of regional banks on my wish list, this looks like the best of the bunch. Low beta.
RJET: Or SKYW, but I'm leaning toward Republic.
MU: I just sold Sandisk and might replace it with this.
ALIOF: Scores VERY high but don't know much about this biotech. Speculative.
QCOR: "Safer" biotech. I LOVE biotechs but mostly rely on XBI.
RHHBY: Big pharm (Roche). Yes, I like a lot of financials and health stocks now.
PNM: The only utility I like right now. Dividend and low beta.
COP: Best of big oil. Dividend.
RFIL: Telecomm equipment. Momentum and value. Dividend too!
Just remember that if the market has a big correction, low beta stocks should do best (especially in CAPS where you can score lots of points by doing less bad than the market), but if the bull run continues the low betas will lag.
I wouldn't hesitate to put money in any of these right now but I only get to pick one and at the moment I have no clue which it will be.