Welcome to Episode #62 of the Zacks Market Edge Podcast.

Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life.

In this episode, Tracey is joined by Jeremy Mullin, the Editor of Zacks Counterstrike portfolio service, to chat about the strength of the Trump Rally, what they see happening in 2017, what to make of gold and oil in the new year and, of course, the all-important question of: what stocks should you be buying in 2017?

Tracey and Jeremy are both bullish as the strength of this rally has surprised Wall Street and most investors. Neither one feels like it’s too late to get in, but, there are always pullbacks in every bull market so investors may want to wait and buy on weakness.

What About Gold?

Gold (GLD) had a blistering rally in the first half of the year, but it has gone the other way since then. It has also taken the gold mining stocks with it.

Gold is a fear trade but it can also be an inflation trade. Do Tracey or Jeremy think that inflation could be on the horizon?

In a true bull stock market, gold isn’t the place you’d want to be. Find out what Tracey and Jeremy think about gold in 2017.

Oil May Have Room to Rise

Oil has been one of the most watched commodities this year after it sank and apparently, bottomed, early in the year. Now, WTI is over $50 with $60 looming.

Energy stocks could be in play again in 2017 as long as oil prices remain fairly stable. Both Tracey and Jeremy like the sector.

Any Secret Industries for 2017?

A lot of the popular industries are being mentioned as “must buys” for 2017 including the financials. But are there any “secret” industries that aren’t getting love from investors where there could be opportunities?

Jeremy likes the casino stocks. He thinks China is coming out of its recent slowdown so he’s a fan of Macau. He also likes Las Vegas, which expects to see record visitors this year. When the economy is strong, consumers will spend on travel.

Jeremy likes Wynn Resorts (WYNN) and Las Vegas Sands (LVS).

Tracey also discusses an industry which investors have abandoned for years. What is it? And is there any hope for it in 2017?

Favorite Stock Picks for 2017

It wouldn’t be the end of the year without talking about favorite stocks for the new year.

1. Jeremy likes Ulta Beauty (ULTA) as it is crushing it on fundamentals. No other retailer is performing as well as Ulta is right now. Tracey is also a big fan and owns it in her personal portfolio. What is the chart telling him?

2. Tracey is a fan of KeyCorp (KEY). It’s a big regional bank in a stable part of the country. The insiders, including directors, bought shares en masse in January and February of 2016 as the stock sank in the early year sell off. Tracey’s Insider Trader portfolio bought shares on the strength of the insider buys. Smart move. Shares are up over 50% since the insider buys. Even though it’s had quite the run, Tracey thinks there’s still more room to the upside next year.

What else should investors and traders be watching for in 2017?

Tune into this week’s podcast to find out.