I would recommend your listening to Gary K's show for today. He gives a comprehensive list of sectors that are starting to roll over.
My personal investment style is to be in sectors that are more favorable for the current economic cycle. I'm a big believer that if you pick strong stocks in strong sectors then you reduce quite a bit of the risk of making the wrong stock choice. Regardless of what the market is doing (topping, ramping, declining) there will be sectors that will experience various degrees of benefit/detriment commensurate with that cycle. I'll remind you again of George Dagnino's business cycle (at PeterDag.com)--and you can see that in my info mosaic section.
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