After more than a month of range-bound volatility, the U.S. markets have broken out to start the week. In the process, the Standard & Poor's 500 Index cleared the headline 1,100 mark, confirming its uptrend as detailed below.

“Sell in May and go away" turned out to be not such good advice this year, but we're approaching what historically has been stocks' best six-month cycle. Here are five market sectors worth examining.

Christian Andreach isn’t betting on a strong rebound here in the US. But the 36-year-old professional stock picker is wagering on faster growth overseas a view confirmed by the many C-suite executives he chats with every week.“They see things getting a little better ” says Andreach a managing director at Manning & Napier Advisors. “Things are stabilizing. That said those same companies are looking abroad for the next leg of growth.”Andreach agrees. So along with six other managers and analysts that run Manning & Napier’s Equity Series fund (EXEYX) he has placed big bets on companies with large global ...

One reason John Buckingham is excited about stocks right now is that most investors aren’t. Moreover, the mutual-fund manager sees many of those opportunities in the large-cap arena.

Editor's Note: The following article was written by Raymond James Chief Investment Strategist Jeff Saut. It has been reproduced with permission for the benefit of the Minyanville community.Last Monday my email inbox was slammed with questions about Dow Theory. Those questions were kindled by some alleged pundit who appeared on CNBC and declared that a Dow Theory “sell signal” had been rendered. While it's true that there are numerous practitioners of Dow Theory over the years I've learned that many of them don't interpret the theory the way I was taught.Charles Dow began publishing the Wall Street Journal in 1889. ...

NOTE TO EDITORS: The Following Is an Investment Opinion Being Issued by RothmanResearch.com.