Don't chase oil, wait for it.

I would look for it to consolidate at the 43.50-45.00 area.  I would much rather get long energy stocks for the ride higher (once we give back this rally) than financials.  The financials might have the most upside because of how far they've fallen, but financials are more likely to reverse on a dime.  There is only one sector that can rally based on true fundamentals and lack of capacity, and that's energy.  Everything else has overcapacity and excess inventories.

I will look to add to my XLE position around 40.  First leg was at 38.