Mary Ellen McGonagle, President of MEM Investment Research, shares how she starts with sector strength and eventually drills down to find the leading stocks. Last year that put her in to winning trades in financials like Fifth Third Bancor (FITB) and SVB Financial (SIVB) as well as oil stocks like Devon Energy (DVN). Now she's looking at a shift in the semiconductor sector focusing on KLA Corp (KLAC) and ON Semiconductor (ON). For the video version, show notes and charts, visit investors.com/podcast.