I'm basically trying to keep my eye on 3 kinds of stocks right now.
The first is the more speculative group - companies with real potential upside but lots of downside risk too (i.e. they could go 5x within months, or drop to half of where they are right now too). Now seems to be the time to be buying into these sorts of things if they haven't already burnt their surge.
The second kind are larger, well-established companies that are fairly valued at present but are likely to drop like stones if a bubble pops. Companies like SU and ENB are good examples - fairly priced as they are, nice dividends, but could easily drop by 20% if the market tanks, making them good buys if that should happen.
The third are defensive stocks - gold miners mainly - that may actually go up if a bubble pops. I'm currently adding these since they're fairly valued as is IMO.
But, fair warning: I have no idea what I'm doing
