Stocks To Watch: AMZN, LULU, GPN, MSFT

<p>"Markets continue their sideways march as investors digest a mixed bag of economic and fiscal data while looking for the next catalyst," says James Bruderman. He expects longer term inflation to be held in check by productivity gains and demographic trends. He likes the retail sector as part of the "back-to-normal" and "new-normal" trades. These companies include Amazon (AMZN) and Lululemon (LULU). Finally, he says that integrated technology like Microsoft (MSFT) should also continue to do well as productivity boosting capital investment trends expand. </p>