Exporters are going to lead the market higher in the second half. The fall in oil prices and positive economic indicators are supporting the advance.

The concern that U.S. economic growth is slowing is having a negative impact on exporter stocks.

There are worries about an oversupply of flat panels, which is weighing on stocks.

The move up in crude oil price from $12 a barrel to nearly $31 a barrel has been really positive for oil stocks, ... The Fund that we manage has responded well to that. Every time oil prices fluctuate - retreating, and then moving back up --- that helps oil stocks.

We had a positive lead from Wall Street. Oil prices were up again.

We're a lot of positive short- and long-term momentum that began on Monday when oil broke through a key technical level, ... The EIA report helped draw attention to this.