For much of the last two years, the white-hot semiconductor space was the industry group least likely to yield any meaningful turnaround candidates. But that dynamic changed following this summer’s tech sector sell-off, which brought many of the previously high-flying chip stocks back to earth (or at least further away from the firmament).

In today’s note, we discuss the reasons why it’s a good time to exit our (mostly) profitable holdings in Alibaba Group Holding (BABA), Nokia (NOK), Tyson Foods (TSN) and Zillow (Z).

We’re adding two new stocks to the portfolio, providing us with exposure to the booming software and utilities sectors.

We’ll also discuss some catalysts for three stocks across three different sectors in what look to be powerful intermediate-term turnarounds.

Sell TreeHouse Foods (THS)