baker hughes rush of sending even heavier weapons to the separatists in eastern ukraine. the u.s. ambassador to nato saying the u.s. believes there are 15,000 russian troops on the ukrainian border, up from about 10,000 previously. that's as ukrainian government troops gain ground in eastern ukraine. it's only serving to raise tensions here. the possibility of direct russian involvement has been talked about a lot, and now these accusations are certainly escalating tensions. they are raising questions about what is going to move forward. whether this crisis will get worse before it gets better. the european union is stepping up sanctions, agreeing to consider stronger moves against russia. specifically, we are being told they include the possibility of abandonment of the purchase of state russian bank debt. as well as moves against the energy sector, perhaps an arms embargo as well. >> peter cook, thank you. ed royce is chairman of the house foreign affairs committee. earlier today, he spoke to bloomberg's al hunt about the evolving situation in the gaza strip. that cease-fire hol

baker hughes, halliburton, these are names that still work to their five-year average growth profiles. certainly on an evaluation basis, that's it. >> guy adami, would you roll into the sub sectors that did not do as well. >> for example? >> for example, the refiners. >> they're fine. we saw a huge capitulation. we saw a monster volume, especially in valero. i think the headwind still exists. back to the airlines, they absolutely still work. they had some energy issues. they sold off as we saw a spike in crude oil. they recouped most of it. dell the to me is the one that still stands out, jetblue within a whisper of $11. >> can you be a believer in both the energy trade and airline trade? >> yes. >> yes, i think you can because they move for different reasons. i would say a stock like g.e. would not have participated yet. they have a monster buyback. it's not participating. i don't know why. they're going retest the highs at 28. >> is that enough to be in this trade, 28? 28's not that much. what's the risk reward on something like this? >> i think it's not bad. you probably have a dol

liz: energies falling, you like baker hughes. >> the experts in directional drilling. they have rigs in all areas of energy. so they're, the synergy plays really well. liz: it is tough for equities today charlie gasparino. the nasdaq is down 2% so is the russell 2000. >> this is a long time coming. the last time we had a correction was april. it didn't fall quite 7%. where are we now? liz: breakeven for 2014. >> equity traders trade off of headlines, you don't want to put a bunch of credence in rotten headlines. if you hear janet yellen talking about inflation, this is a market -- liz: saying it's not important. >> she also said there is sector inflation, didn't she come out with some of that? i'm telling you this. this market is not reliant on the obama economy, it's largely reliant on the fed. the minute the market gets a whiff that the fed is going to increase the taper, raise rates, that's when this thing hits the skids in a major way. i don't know if we're in this right now. when janet yellen, the dovish of the dove, talks about we might have inflation and printin

baker hughes. susquehanna. a lot of investment in the states. >> that's true. it's increased to $90.77. the stock by the way has done very well. increased 58% over the past 12 months. >> artisan partners asset management. bmo capital. >> bmo it's showing solid net asset growth and expansion. they place a $58 target on the stock. the stock is moving down by that after the rating team put a sell on the stock. >> here's an interesting one, jb.com. >> jd's strategic partnership is capturing m commerce growth. ipoed back in may. the company's stock is over 52% since then. >> a lot of the chinese ipos have done well. >> a buy at rbc capital. >> it's placed at 86. that's 16% higher than where the stock is sitting now. for the year, they're up 18%. >> industrial conglomerate. under the radar name, i gate. they're upgraded to buy from hold at jeffries. a down day. >> a bit of a down day, 2.5%. they're producing a rating which is a valuation. it's increased from $39 to 43. currently sitting there at $37.72. >>> well, one company that is moving higher today, constellation

baker hughes is is a big part of that, judge. >> joe, we mentioned your people noted you're at at podium to defend your top position. up 21%. look, no knocking that. you yourself said you went to cash you think a little too soon. adopting a more defensive stature, even as you're in first place. >> yeah. >> where do you go from here? >> first look back a second. >> you made three trades. right in the middle of the pack. >> yes. attending anthony's conference in may, interesting to me how many had a particular consensus viewpoint of the world, and i was one of them. and in my strategy right now looking at the second half of the year, i still think what we need to see is a little more of a consensus shakeout. think about the first half of the year, collectively, everyone said the equity on the second half. nos the first. get the correction in the beginning. i feel everyone's has strong expectations for the second half of the year and that shakeout has to happen. that said, i stand ready to put the starters back in the game. >> joe, in last place, you wouldn't be 40%. weiss' no way 40% cash.

. >> baker hughes would be one of them. kroger would be another. and then aes. and in all those cases, they meet those exact criteria. cheap with good earnings. been buying back shares. not necessarily loved. in those sectors, energy, noncyclical. and utility. and they have a little bit of dividend yield as well. so they got a lot of pieces of the puzzle that you can ride through this and be more stable with the high fliers and folks investing in. >> if i could sum up your feeling. do you feel that maybe the party could be winding down and inskresing in those stocks accordingly. you think the party ain't over yet, mark. which three stocks do you have that will keep on ride that party? >> we like similar sectors to barry. right now at this point we're kind of adopting a bar bell portfolio structure. we like energy and then we also like the defensives. yoo you tellities in particular. so chevron would be a good energy play. southern company is the utility play we like the most. and then medical equipment companies look attractive right now. baxter is a good play t

you will have to contend with these issues and some of the companies present there, halliburton, baker hughes, already are. i was told recently that control risk that manages the security risk frates northern mexico along -- on the same level as southern iraq. although that was before the situation we have right now in iraq. so -- but i do think there's some issues that the companies are facing. when you talk to some of the players they tell you, well, you know, yemen, i'm in nigeria, i think i can deal with northern mexico. so it's not that they disregard the security issues but it's that oil companies are pretty hearty lot and some of them -- not all of them, interest. >> i -- i mean, if you're an operator in south texas or west texas and you're going to mexico for the first time ever it's going to be a little bit of an issue and you're going to need to find crews that are willing to go to mexico, et cetera, which you might not. on the other hand, if you're -- let's say an oxy, for example, i mean, oxyis in pretty rough places. so are they going to feel comfortable there? not comfortable, b

. >> number eight, another earnings report from baker hughes.mpany delivered better than estimated prophet helped by a pickup in drilling activity in north america. it expected increased activity for the rest of the year. >> you want to watch general motors at number seven, the largest u.s. automaker. the ceo is set to testify in front of a senate subcommittee in just about 30 minutes. this is the fourth time in as many tom -- in as many months she faces this for the slow recall of millions of cars with faulty ignition switches. >> number six, kansas -- the maker of those tiny thumb drives posted profit margins and sales forecasts that fell short of some analyst estimates. as much as yesterday 10% after hours on that news. they were continuing to slices -- slide this morning on the market. ebay. third-quarter sales that fell short of estimates. in may, the company asked to change passwords because hackers had gained access to log in information. our favorite subject, in brands, taco bell posted second-quarter profit. net trails some analyst esti

and some of the companies present like halliburton, baker hughes, already are. i was told recently that control risk that manages the security risk rates northern mexico along, you know, on the same level as southern iraq. although that was before, you know, the situation we have right now in iraq. so, but i do think that there's some issues that the companies are facing. now when you talk to some of the players, they tell you, well, you know, i'm in yemen, i'm in nigeria, i think i can deal with northern mexico. so it's not that they disregard the security issues. but it's that oil companies are pretty hardy lot. and some of them, not all of them, interestingly, i mean, if you're an operator in south texas, or west texas, and you're going to mexico for the first time ever, it's going to be a little bit of an issue. and you're going to need to find crews that are willing to go to mexico, et cetera, which you might not. on the other hand, if you're, you know, let's say an oxy for example, so are they going to feel comfortable there? not comfortable but do they th

in my district, companies like baker hughs, one of the world's largest oil service companies, are training and hiring veterans and seeing tremendous results. so i stand here today to encourage both the private and public sector to come together to give our nation heroes a fighting chance for their incredible service to this great nation. mr. mullin: i yield back. the speaker pro tempore: the gentleman yields back. for what purpose does the gentlelady from alabama seek recognition? >> ask unanimous consent to address the house for one minute. the speaker pro tempore: without objection, the gentlelady from alabama is recognized for one minute. ms. sewell: mr. speaker, i rise today to denounce the baseless, misguided, and partisan lawsuit that our republican colleagues have brought to the floor for a vote today. this lawsuit is just a continuance of the outright disrespect and disdain that the house republicans have given president barack obama since he was elected. while millions of americans are waiting for congress to renew emergency unemployment insurance and raise the minimum wage, we ar