>> i agree i would be a buyer on dips here of cheniere.as futures traded below $2 today first time in a long time. even though some people think they're coming for our cooktops, i do think that i want to be a buyer on dips because nat gas is one of the fuels of the future and they're not just producers they also have an infrastructure business that will cushion some of the volatility forward p/e of just 7 means it's a bargain. i mentioned volatility we can use that to our advantage. and so i would put limit orders to buy a really good company in a really good space, limit orders below where the market's trading now, and take advantage of some of that volatility because nat gas and the companies involved, just sickening volatility sometimes well, let's use that to our advantage and buy cheap on a big dip. >> interesting take, scott thanks so much for your time it's good to see you today >> thanks, kelly >> scott nations >> up next, a host of transportation topics to talk about, and we've got phil lebeau to join us in the studio in studio to

the important thing about cheniere they turned cash flow positive.t of capital investment to the point where they are now. instead of burning cash they're earning cash. that is important for cheniere. [closing bell rings] liz: nasdaq snaps a three day win freak. stocks at session lows. we'll see you tomorrow. larry: hello, folks, welcome to "kudlow," i'm larry kudlow. plenty of news today but first things first we turn to national security and we go ballooning with p

very mild winter so far in europe cheniere is bringing on more terminals. play i think they are just ramping up the other is one that is underestimated they have a patent pending with the u.s. zoetis had supply chain issues last year. we think that is behind them we think they are underestimated i would not count one of those two stocks out >> you picked something in the pharma space and gas and oil where do you see the next down trend or up trend? there are a lot of people putting money in the markets retail traders, especially the nasdaq is up 9% >> i think we will see what powell says. assuming the rate decision is status quo, powell speaking moves the markets. recently, if it has been more hawkish, the markets like what he has to say. the pause is coming. we have to wait on the data lag. what i would watch is hot data that means hotter for longer and if the trends break. we established this frtrend hold in october we want to see that. >> thank you for being here. >>> before we wrap up, a market flash or apple the eu narrowed the anti-trust investigation

cheniere is on the tape saying europe will make it through the winter without enforced supply restrictionsed expect more volatility if that starts to revert to the upside, you'll compound the food inflation problem. >> exactly so, they've had some relief in warmer weather and what's happened with natural gas. clearly they're still paying more for energy and all their other things and it's putting more pressure on the ecb, like the fed. and that market, they're now pricing a terminal rate at almost 4%, 3.75% it's at 2.5%. >> turkey cut rates. >> not a bell rhetter for anything. >> no, not at all. >> they cut rates amid sky high inflation, which is insane let's take a look at notes grabbing our attention today nvidia has to be one goldman acknowledging they were wrong to stay on the sidelines boosting its price target with ai as one of the main catalyst on the earnings call the ceo said he thinks over the next ten years, ai will grow by, quote, 1 million x. yesterday we had tell us he's just at bullish. >> i think ai rivals the internet, cloud computing. if you think william gibson had a quo

cheniere has been the leader very good. think about cnq -- i'm sorry, not canadian natural. think about the lng preferreds they have, the lng -- there's more to it than just lng, the common but i really think that the export numbers that we're getting out of -- weakened export, really, much more naturally. a lot of people worry it would be like australia. if you export five, they needed more themselves. i have a rest on "power" tonight. how do you get the rates down with natural gas and lick fied natural gas. >> it was three years ago today was the first big covid-related selloff, if you remember, when we were watching those case loads in italy china, last night, with this missive, trying to promote some kind of peace talk >> first words we disagree with. >> pretty much >> status quo. i mean, there's a lot of very soul-searching pieces about how, is ukraine really doing well, given the fact that their army's lost a lot of people, they don't mention the numbers, and i am -- look, the fact that biden went there, i think, real