From Larsen Kusick in Growth Stock Wire:

The momentum is cracking.

After months of big gains in expensive, speculative stocks like tech infrastructure companies and cloud computing names, these areas are some of the worst performers so far in 2011. And last week, I pointed out the ugly action in what was recently one of the hottest areas of the tech sector.

If you don't mind taking on the risk, shorting the broken momentum stocks here is a solid trade. A lower-risk option is to simply move to an out-of-favor area that's setting up for a breakout.

Take health care, for example. As riskier sectors – like technology – have sold off in recent weeks, the health care sector is holding steady. Take a look at the chart below…

Read full article (with charts)...

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