anthony: yeah, top three. >> pioneer, enron, anadarko. anthony: if you had to pick a big oil, which is the best of the big oil? >> i'd probably pick chevron. anthony: chevron. >> but big oil, i don't know what they're going to do, i don't know what their future is. they now have turned their end decline on production, they have to acquire reserves, they probably aren't going to find it, and they missed the shale play. chevron is big in west texas. anthony: do you think any of the oil companies would cut their dividend near-term? >> it will be horrible if they do. i'd rather cut capex than i would -- but exxon is consistently buying their own stock. i would stop that and increase dividends. maria: what about is this a dividend play then, mark? do you agree with that? >> you know, honestly, when it comes to which individual energy stocks i would leave that to boone. i think that cutting capex is a good idea and returning more value to shareholders via, you know, buybacks and dividends is better, because why keep investing capex if the price

chesapeake, murphy, transocean, apache and anadarko at the top. crack at the worst case hole that banks are in on oil. $9 billion is their figure reported. the banks need to set aside more cash but it could be managed with one more quarter's earning s earnings. >> that's what people came to believe, this is not a major credit problem for the banking system. actually what's interesting about the banks today, it looks like they'll be popping 1% because the ten-year treasury yield is giving up some compression it has. it's up 30 basis points above 172. the yield curve is driving what those banks are. on the energy credit side, the high yield market is more, i guess, discerning about penal e penalizing issuers who don't have a shot and getting stronger for the rest of the people. >> david, you ready for next week? jpmorgan, morgan, wells, b of a. >> i guess i'm ready. we'll see. you look at the market cap losses this year, and they're stunning. the likes of morgan stanley -- lost a quarter of its value. if there was ever consolidation to be had in the

higher into 2017 and 2018. >> okay. >> i've been a holder of enterprise for 15 years, and also i own anadarkothem are such well managed companies. i totally agree that i don't even think you'll have to wait three years to make money on these two from where you buy them now, but you definitely pick two winners because there's no better management teams than those two. >> thank you. >> okay. >> great. >> all right. chris, thanks so much for joining us. chris kell and thanks for weighing in on that. >> we're going to talk a little bit more about houston here. has the fall-off in prices in oil prices, has it affected your average ticket in your stores sns. >> definitely. >> and when you're really seeing is the meetings and even right now with otc. otc is going to be a disaster this year for the hotels and restaurants compared to what it has been. >> yeah. >> so you're just not getting the business. people are not meeting there. the check average is going down and they are eating at your different restaurants, not your high-ticket restaurants. >> right. >> some incredible pictures out of houston a

to rally at the end of the year you should be buying the balance sheets and best of breed, oxy, anadarko, chevron and exxon. >> up next, is the perfect storm brewing for net. ics? from rising streaming costs and increased competition why some traders say the stock may be in line for a major pullback and valeant having their biggest move in nine days after the company says it's all good and some traders say it will miss a crucial point and later the twitter teaming up with the nfl. is it enough to get investors back on board? our next guest tells us what investors may be missing. back after this. show me movies with romance. show me more like this. show me "previously watched." what's recommended for me. x1 makes it easy to find what you love. call or go online and switch to x1. only with xfinity. >>> welcome back to "fast money." netflix kicking off our top trades tonight, the per fermefect storm for the streaming giant may be brewing. 41% of people polled said they would cancel their netflix subscription if the price increases. couple that with the news out of starz launching their own

anadarko, freeport just turned positi positive, mosaic down about 1%.kness in banks, bond yields have remained well below 2%. 1.7% or so. that, again s spilling over into the banks today. the big monster banks to the down side. european banks weak. si similar situation in europe mimicking to what's going on here. you throw in the curveball on inversions from the treasury department. in addition to allergan being weak, most of the pharmaceutical stocks also opened to the down side a bit here. biotech etf opened to the down side and is now in the last three, four minutes moved to the upside. some impact from pharmaceuticals, some impact from weakness in the bank stocks. ongoing impact from weakness in energy stocks and material stocks. it's not one thing that is causing a bit of market weakness today. it's a conglomeration, and weak global growth the main driver of all of that guys? >> bob, thank you very much. bob pisani. the ten-year, 1.72. let's get to rick santelli in chicago. rick? >> you know, no matter how you enjoy flattening, we see it in so many

you downgrade anadarko, sm energy, but we were e-mailing this morning and you say the last two in youroperating at more expenses than their cash flow. that's not good. >> well, both believe they have assets that make money at these prices and they are still early stage in some of the development of those plays. so-so far the market has been okay with that, particularly for matador, stock has done very well. sm bounced really strongly off the bottom here, up more than 70%. >> why, when as you point out, their balance sheets are still struggling. >> well, right now, actually, both of them, their balance sheets are okay. it looks like they could get in trouble. matador has plans to sell some midstream assets, which would, if they get that done at the right price, would bring things back into balance for them. sm is not going to outspend by a whole lot, about $100 million, their balance sheet can withstand that, but we think it is going to feel a little bit of stret. >> just because they had such a run off their lows? >> more so based on chris' last scenario that he painted, that maybe sau

so, again, that tug of war, transocean, apache, anadarko, marathon oil, all these guys catching a bidy trade helped along by those oil price moves to the upside. that's the company specific stuff. of course the holding pattern type theme we're seeing today also has to do with the fact we have a big fed rate decision coming up. no action expected. we're not really expecting anything of that sort. however, we are seeing a ten-year yield moving back up to that 1.9% mark. it's interesting only because a lot of traders do not want to get in the way of what could be kmem te commentary or statements from the fed that could signal something about future interest rate moves. again, a lot of people aren't pricing anything really substantial until later on this year. but those ten-year note yields indicating that, again, we're in a holding pattern right now. one more thing to watch of course tomorrow's bank of japan policy meeting on the big central bank side of things as well. keep an eye on the dollar value and on the yen as well. so a tug of war. and then the wait and see for these central ba