We're adding to 2 stocks that had strong earnings but saw tepid market reactions

The companies are also in two sectors that we think are right for this rough market: oil and health care.

We're adding to 2 stocks that had strong earnings but saw tepid market reactions

A Halliburton oil well fielder works on a well head at a fracking rig site January 27, 2016 near Stillwater, Oklahoma.

J. Pat Carter | Getty Images