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How to Start Searching for Stocks

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Some investors start their search for stocks with an industry or theme that has compelling drivers for growth but is currently out of favor. As an example, prospects for growing household formation led some investors to favor building stocks after the real estate crash of the early 1990s. Others look for industries that are strong but still have room to grow based on their positive long-term fundamentals. With the aging baby boomer population, healthcare has been such a theme in the 2000s. Choosing a theme can be a first step toward creating a smaller universe of stocks.
Source: http://www.investopedia.com/articles/stocks/09/screening-stocks-for-investing.asp