If you are looking at the stock market today and believe that it is about to break out into a new bull market (the criteria calls for a 20% advance from a bear low as well as hitting a new all-time high), then you might want to tilt your portfolio toward growth.

There are a lot of ways to do that, but here are three stocks that you should strongly consider: NextEra Energy (NYSE: NEE), Rockwell Automation (NYSE: ROK), and Fastenal (NASDAQ: FAST). Here's why.

Buying NextEra Energy is really like buying two companies in one. The foundation for the business is the company's regulated utility operation (about 70% of the company). It is fairly boring, selling power largely in the state of Florida via Florida Power Light. Being regulated, it has a monopoly in the areas it serves, but it has to get the rates it charges and its spending plans approved by the government. Slow and steady is the general path.

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Source Fool.com