Halliburton (HAL)

Investors and traders had little to focus on, and equities traded lethargically as a result. That could change as Q3 earnings get underway.

The rotation into cyclicals and value was in full gear Monday as the 10-year Treasury yield briefly eclipsed 1.5% for the first time in months.

Everything from the blue-chip Dow to the small-cap Russell 2000 both benefited from a broad recovery day as Q1 earnings continued to impress.

These 14 stocks look like sells for a variety of reasons, whether it's lingering COVID pain, deteriorating fundamentals or, in a couple cases, overdon…

As of Dec.

The best option is large integrated energy companies, which have both market clout and solid balance sheets.