eric schurenberg is the president and editor in chief of ink and cnbc contributor carol roth is a recovering investment banker and a best-selling author. thanks guys for being here. so good to see you both. >> you too, j.j. >> let's get started. the first one comes from darrell and he wrote us when a business has reached the ten year maturity mark how do you determine if your focus should be on value or valuation? with value, it's generational sustainability versus valuation, emphasis on what i can sell the business for today. i think it's an interesting question, right? because you will make different decisions if you're thinking about selling your company than if you're thinking about passing it down potentially. >> and i think the good news is is there's no right answer it really depends on your own objective. but i will tell you that far too many entrepreneurs wait too late to consider preparing for the sale process. they wait till they're ready to sip those margaritas on the beach before they prepare. so if you're even considering potentially exploring a sale you need to get your dream

you're right. >> nicholas it's carol roth.time looking at particularly the u.s. economy and market a lot of people have said this would be very good for the u.s. economy but the question is is it good for the u.s. market? it seems to me in terms of earnings per share that energy sector financial services sectors that could be hit very hard not made up by the potential increase of consumption from the consumer. >> yeah. that's pretty interesting. there's a lot of debate adds you know. is low oil price good for the economy or snot what we can comment on with some certainty for the sectors of the oil service economy which are really focused on offshore talking about the offshore drillers seismic players, multi-service providers and the construction guys in particular, you know all of these names are going to have substantially less work than they were expecting. in our -- we forecast new work by looking at the number of new projects offshore to get the go ahead in the given year and forecasting for 2015 half of 2014 numbers so 20

cnbc contributor carol roth with sharon epperson. for more on today's market action is "fast money" trader brian kelly and b.k. you know i want to start with you. before we get to this question about the dollar though, what do you think happened in the market today? >> well we started with really kb homes. that took a lot of stuffing out of the market. a lot of people are saying maybe that was company specific but when you look and you listen to the conference call they're talking about backing out of some deals in houston because of lower oil prices. fine, we can chalk that up to that. but then they also talked about orange county being soft because of a lack of chinese buyers and that's spilling over into the inland empire. i think that got people saying big rally here let's take some off the table. then you had reports that potentially the german -- the bunds bank is not on board with qe. we're all expecting qe. the market priced it in. if you don't get that, you have a problem. everybody just sold and asked questions later. >> al

joining the panel for the hour we have cnbc contributor carol roth along with sharon epperson.. also with us for more on today's market action and the earnings set set to hear from ibm and netflix, guy adami. hi guy, and david nelson from bell point asset management. welcome to everybody. carol, i'm going to start with you on the market here. it's been kind of a rough session out of the gate in january but it's interesting because at the same time we have all of these record highs in consumer confidence and even the general polling data on the economy is turning up. >> it's funny there is within the market that is obviously not doing quite as well there is a bright spot and i call it the prepper portfolio, kelly. talking gold we're talking guns, we're even talking campbell's soup. if you think about it gold is on the rise. >> that kind of prepper. >> smith & wesson raising guide ens for the rest of the year and what does that say to me? that says the consumer isn't feeling all that confident. i think that speaks volumes about what's doing well in today's market. >> sharon are y