If you had to randomly pick just two stocks, which sector would you pick them from? Sugar, auto, banks, pharma, IT, capital goods, or metals? While investing, if you are able to take into account a few small things, it will make a big difference to the returns you make both in the medium and long term. Now, because the market is bearish, you may tend to be more careful while investing. But the fact is that the need to apply filters is greater when the market is controlled by bulls, as the probability of making mistakes is higher.