Education and food service are the big gainers in this economy.
People are retraining for new jobs and taking classes to improve their worth to their companies. One of my properties has an ITT Tech school as its only tenant. We just completed a $1.2M expansion for them. Their stock has gone from $42/share in April to $88/share today.
The best performing stocks I own right now are McDonalds and YUM! Brands (KFC, Taco Bell, Pizza Hut). People are cutting back on the "higher end" fast food (Applebees, Bennigans (now in Chapter 11), etc.) and going back to the "traditional" fast food.