Which of my positions do you think I should make bigger (and why)?

On the following months I'd like to go for:

Airlines: $UAL (-0,18%) or $IAG (-0,28%) --> Good momentum, growth ahead, undervalued.

Insurance: $CS (-2,33%) or $ALV (-2%) --> Good dividend, good momentum, good perspectives, high dividend.

European Banks:
$ISP (-2,68%) or $CABK (-3,18%) --> Undervalued Vs American banks, better environment than years ago with lower valuations, higher interest and more security... possibility of gaining stock apretiation while receiving high dividends.

Homebuilding: $LEN (-2,72%) --> They have a clear problem with lack of homes in the US, good valuation, good growth prospects.

Also tempted to double with my pharma losers $CAH (+1,9%) and $AMPH (-1,46%) , bought them when they were with good momentum and they've underperformed since, but I still like the future prospects... High growth, small caps, good drug portfolio... If I still like the numbers and they're cheaper now, should I double my bet here?(I hate going against momentum). $PFE (+0,08%) also on the list, but I have it on a small saving plan. Shifting momentum but still early to say so I prefer to buy slow...

I'm not planing on adding stocks that are not currently in my portfolio.