There is no question that oil well and oil drillers are the place to be to make profuse amount of money in this market. Solars should also go nuts when and if Uncle Sam starts funding these technologies.

Top picks oil: RIG NOV HES SU

Top picks solar: CSIQ SOL LDK

I will look to continue holding RIG and MTL and with my remaining buying power, I will load up on LDK or SOL or CSIQ.