3 Stocks for an Oil Rally

Oil prices have been rallying and that's helped the energy sector become the S&P 500's best performing sector this week. Can it continue? Wells Fargo's Roger Read and Lauren Hendrix think it will...and they expect Suncor Energy ( SU ), Occidental Petroleum ( OXY ), and Canadian Natural Resources ( CNQ ). My Trader column offered a bullish take on energy stocks this past weekend, though much of it was technical: the number of energy stocks making new technical lows had been slowing; speculators had largely given up on the trade; and that the group was trading at a discount to its historical valuation. Read and Hendrix offer a more fundamental reason: They believe oil prices are going to rise. They explain why: