The growth cyclicals, as we like to call it, such as consumer discretionary, industrials and technology are driving the earnings. We think they're really driving the growth in the economy, as well, and the key thing to this is there's really legs to the growth in terms of the rally. There's more fundamental strength coming from those three sectors in particular.
[IBM] is one of the growth engines in technology.
~ Brian Belski, analyst, Oppenheimer & Co., Checking the Market Pulse, CNBC, April 19th, 2010