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Most attractive in tech were the Nasdaq 100 and the PowerShares QQQ Trust, Kudla said, adding that growth was the focus.
"When we look at relative P/E ratios over a 15-year average, value is actually overvalued now," he said. "Growth is undervalued compared to 15-year averages. So, the value is in growth right now."
Kudla was also positive on small-cap stocks.
"We had a six-month period where small-cap stocks did get their 10 percent correction—and more. And coming off this Oct. 15 low, we've seen the Russell 2000 rally more than 10 percent through yesterday," he said. "And we just think that there's an opportunity here with the strong dollar that small companies that drive more of their revenue here domestically an opportunity for small caps to outperform."
Biotech plays, Biogen Idec and the iShares NASDAQ Biotechnology Index, were also among his top picks.
"We've had what's typically, traditionally been a defensive industry just become more of a growth industry, because of what's happening—pharma, medical devices, those areas," Kudla added.
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The energy sector, which has experience a drop in crude oil prices to four-year lows, wasn't in play for Kudla.
"It's not that I don't like energy," he said. "It's that I don't know where the floor is in the price of oil."
When energy stocks disconnect from the price of oil, Kudla added, that's "where the buying opportunity is."
"There will be a time when it will be a screaming buy," he said.