Cyclical stocks eyed to extend the U.S. market's rally

Wall Street's rally, fed primarily by defensive stocks embraced by worried investors, may be spreading to some of the growth companies that more typically lead a market forward. The move remains incipient - typical leaders like consumer discretionary companies, technology and financials continue to lag the utilities and staples that propelled the S&P 500 to record highs this week. "Our favored sectors looking into the second-half of 2016 are information technology, healthcare and consumer di