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One of Wall Street's top equity analysts reveals his 4 favorite areas in the market (GS, HAL, MRK, HCA)

There's still more room to run.

President Donald Trump took to Twitter on Thursday morning to cheer on the record-setting stock market rally. And while markets as a whole have been rallying since his inauguration, there is still a lot of uncertainty out there.

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Dubravko Lakos-Bujas, JPMorgan's head of US equity strategy where in the market investors should put their money.

In energy, OPEC production cuts have improved the sector's backdrop

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