![KBE](http://sevensreport.com/wp-content/uploads/2014/03/KBE.png)
I would continue to look to under-performers that have bottomed out and can play catch-up if the U.S. and global economy continues to gradually grow: banks via KBE, retailers via RTH, industrials (the Dow remains well off the highs) via DIA, and global miners via PICK.