But it was a bad day for big oil stocks.

Oil stocks again were a significant part of the rally.

Oil stocks made small gains but just about everything else was down.

Oil stocks, she added, have run up and "are no longer a good place."

But the strength in the oil stocks was yesterday's news.

Q. Do you think oil stocks are a good investment?

With the big oil stocks, investors get paid to wait for any price rise.

Oil stocks were sharply lower yesterday after being strong recently.

Q. You like oil stocks, yet their prices are up.

"Another thing that's really helped them has been their exposure to oil stocks," he said.