Sethi's picks in airlines are Delta and United Continental. "They are a premier airline at this point," said Sethi about Delta. "They have a great balance sheet, they have been paying back debt, they started a dividend, and I think the road ahead of them is going to be really good." United Continental is also a buy but since United and Continental haven't merged their systems yet, it may not be as smooth of a flight for investors. "UAL (United Continental) is more of the value play, a little more bumpy," Sethi said.