Doug Ramsey says don't fight the bull market.

Doug Ramsey says don't fight the bull market.Who is Doug Ramsey? I don't know but appear on Bloomberg T.V this morning and they said he manages more then billion in asset.He sounds like technician to me,in other words,I think he saying don't go against the tape and trend is your friend.Anyway,he didn't recommended any individual stocks just sectors.The sector he like was transportation(I own and like CSX that my pick),Regional Banks,and health care,but felt drug companies had ran but might come back.He can't like the material sector,Caterpillar(which lot people like but stock seems in downward drift) and Joy Global when ask about those stock he give thumb down.