### Comment:
Energy is going to be pretty hot in the coming weeks, especially if the market pulls back and oil keeps going how it is.

### REPLY:
That's my sense of it as well. Thanks. Another note: instead of holding cash in the event of a larger pullback, I would take a look at $NLY ; high div stock with strong support @ ~10 pps and very good performance through the 07-09 recession

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