If the economy continues to recover REI will benefit. If we have a hot summer REI will benefit. If oil prices remain in the low 20's REI will benefit. If the Reublicans pass a national energy plan REI will benefit. If the Federal Reseve stays on hold and doesn't raise rates REI will benefit.
On the other hand, if terrorists attack a nuclear power plant REI may suffer. If the lawsuits in CA turn out wrong REI will suffer. If the stock market tanks REI will suffer. Ironically, if the stock market does too well, money may flow out of utilities and into racier tech stocks and REI's stock may suffer.