"For us, that's Macy's and Nordstrom in the department stores," he said. "I also think athletic is going to be the category, health and wellness, so we like Nike and Foot Locker in that space as well."
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Boss was recently named the No. 1 retail analyst for 2014 by Institutional Investor magazine.
The consumer discretionary sector, he said, was "under-owned" and possibly poised to break out.
"If we start to see any signs of life, I think this is going to be a sector that actually could lead the market," he said.
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One positive change from last year is the lack of an "inventory glut" that began with the 2013 back-to-school season, leading to sale discounting, Boss said.
"We're not seeing those signs of panic, so I think the downside scenario is somewhat controlled at this point," he added.