Seems like banks (housing at play too obviously) and engineering and construction stocks such as snc got crushed with oil and haven't participated in the rally at all. seems to be the more compelling play to me.Some of the big names like SU might be overbought. Money moving into the safe companies. Just my 2 cents. Investors seem to be playing catch up in the smaller and middle size names and also working ahead of the market as most expect low oil to be short lived. Seems to me that a 2% change in oil leads to a 5% spike in respective stock prices. Obviously, this can't continue...eventually things will match out.