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Few folks like the number 13. For reasons that go back into the mists of time, 13 is considered unlucky, though few people know why.

Nevertheless continuing in my tradition of being a contrarian—we are dating this issue on the 13th of July—I’ve got 13 new stock names that could outperform in the second half of 2019. As I’ve noted before, I’m bullish on the next six months. More on this below.

Employing seasonality is a tactical approach to picking stocks, but no less potentially remunerative for it. I’ve identified eight potentially outperforming industries to watch in the second half of 2019. The methodology is straightforward: I calculated the average returns of all GICS 4 sub-industries since 1990 and then identified eight sub-industries that had the best outperformance during the June 30-Dec. 31 periods of each year.

The list of eight are: internet and direct marketing retail; home improvement retail; footwear; internet services and infrastructure; household products; data processcing and outsourced services; investment banking and brokerage; and finally railrods. Commonality among the first five would seem to be that they are consumer facing, and with interest rates low, consumers might have more money in their pockets to spend. For example, footwear se...

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