The oil drillers are up anywhere from 20%-40% since the bottom in late January. At this point I see them stalling out here very soon and pulling back. Most of the drillers are coming up to resistance levels. I doubt that they will break through on the first try. It is possible but I don't see crude oil putting in any major rally right now. Yes I like these companies longer term but I may consider lightening up on a percentage of my overall position as we head into these resistance levels. HP is definitely one that I could see myself selling off as early as tomorrow as it is very near resistance and the 200 ma.