Buy this DJIA dip? Five stocks that should shine

Chatter that stock prices are getting ahead of the approaching U.S. economy sent the Dow down about 200 points on Monday before recovering a little. But the stock market's bears are still arguing that more declines are ahead.

Conversely, the stock market's bulls say the bears are 'all growl and no bite,' arguing that the latest manufacturing and housing data suggests the longest U.S. recession since the 1930s is ending.

Amid uncertain economic conditions, it's hard to ignore the bears, but that doesn't blot-out the case for stocks. On the contrary, under the thesis that no one ever made a dime by waiting until economic conditions are 99 percent safe for stocks, here are five promising stock plays for investors who can tolerate moderate risk: