John Melloy was the executive producer of CNBC's "Fast Money" and the "Fast Money Halftime Report" until October 2013. Before returning to CNBC, he was chief executive officer of StockTwits.com, the leading social networking platform for stocks. He began his career at Bloomberg News in 1999 and rose to team leader of U.S. stock market coverage there before leaving for CNBC in 2006 to launch "Fast Money."
Among other mid-cap companies, JetBlue, Pilgrim's Pride and Mohawk Industries may cash in on economic trends, a fund manger said.
The 2015 holiday shopping season will cap off a much better retail year than most people are expecting, John Eyler said.
The National Retail Federation estimates holiday sales will be up 4.1 percent this year, compared with a 3.1-percent increase last year.
Stocks have tended to do remarkably well over the year's last five trading sessions.
Get the best of CNBC in your inbox