Two breakout picks for investors left out of the market rally from CNBC.

The markets have roared back from the December lows, with the S&P 500 up more than 13 percent. If you missed the rally, two experts say there’s still time to get in.

“I think you’re going to see incremental participation underneath the surface,” Ari Wald, head of technical analysis at Oppenheimer, said Monday on CNBC’s “Trading Nation.” “I think more and more stocks are going to slowly participate as the markets rotate their way higher as conditions improve.”

Wald noted that for investors looking to take advantage of the market recovery, stocks in the energy space are beginning to look attractive.

“I’d call out the trend improvement that we’re seeing in a lot of the midstream oil and gas companies,” he said. “We’re seeing participation really start to grow out in names like Oneok and Kinder Morgan.”

Shares of Kinder Morgan are up more than 19 percent so far this year. Wald’s charting reveals that while the stock has yet to break through its key resistance around $18.50, the rotation higher in its 200-day moving average suggests it has “pre-breakout potential.”

“On top of it all the stock offers 4.3 percent dividend yield to boot so a pretty nice set up here for Kinder Morgan,” he said.

Gina Sanchez, CEO of Chantico Global, believes the defensive nature in the rally of late could be setting the stage for more gains in value stocks over growth.

“Valuation actually matters and so we would actually be looking at sort of the cheaper, less highly valued segments of the market,” she said Monday on “Trading Nation.”

Sanchez noted that infrastructure prioritization out of the Trump administration could be a potential boon for the Industrials space.

“I don’t think it’s going to come around a wall, but there are other elements of infrastructure that we could actually see Washington come down on which would be very beneficial to many of the names in the S&P industrials sector,” she said. Industrials are now the second best-performing sector this year, up more than 13 percent.

“So XLI is actually a pretty good way to play this and it’s not as highly valued as the high-flying technology area or other areas,” she said.

The industrials ETF (XLI) has bounced 22 percent from its Boxing Day, or Dec. 26, intraday lows. It trades at 15 times forward earnings, a cheaper valuation than the 16 times multiple on the S&P 500.