Buying opportunity in leading sectors

Since February the leading sector in the S&P500 has been consumer discretionary but after taking a closer look retail stocks have been the best performing group within consumer discretionary. Second on my list is Materials while gold stocks have been pushing this sector higher. Third we have Industrial stocks follow by Financials.

Now that i have a clear picture on the best performing sectors which stocks should i include on my radar screen? Keep in mind that these stocks have been over extended and you should wait for a pullback to the 10-day or 20-day MA line for an entry.

1. Consumer Discret. / Retial etf - XRT

Best performers / potential long - JCI, CCL, M, VFC, JCP, ROST, JWN , DRI, LTD, SHLD, HAS, DV, BIG, HSNI, NFLX, DLTR, TSCO, SWY

2. Materials / Metals Mining etf - XME

Best performers / potential long - FCX, PCX, ATI, CLF, ANR, WLT, X

3.Industrial etf - XLI

Best performers / potential long - BA, EMR, DE, DHR, NOC, CMI, ETN, PH, COL, DOV, ROK, PLL, IRM, UNP