Leaders of the next Market rally

There are two types of market strategist: Those who think it's time to buy, and those who think it's going to be time to buy.


"I think, from an investor's standpoint, you can look on bad days to accumulate positions that you might want to hold over the next few years, and hold your nose until confidence starts to rebuild," Paulsen told CNBC.

Recommendations:

Paulsen has some definite ideas about where investors should go shopping. He thinks some financials will turn out to be astonishing bargains, but only if the investor knows which ones will survive.

"I'd rather look at some of the beat-down industrial stocks [.DJUIG 196.34 ], or the retailers [.DJRET 241.26], or even some tech stocks [.DJUST 356.15], as opposed to the financials," he said.