Talking my book.

As many of the oils hit 52 week highs, I am hesitant to jump on board further. I personally am overweight energy in the form of VGELX, FSESX, PRENEX, CNQ, ECA, CNX, CHK, TXCO, BTU. I like a few others and will be keeping an eye out: XEC, XTO, SWN, UPL, BR, COP, PCZ, SU, NXY, TLM, STO, SSL, APA, MUR, IMO, XOM, BP, SC. As you'll notice, that list is not restricted to oils, instead includes natural gas and coal. Energy is the focus, and I think this is a multi year move.