conoco phillips a good play but also what about caterpillar? some rough times becae the overseas story, because of the china story. it's been very volatile because of it. what do you say about these guys? >> i think caterpillar is a great way to play china. china underperformed the u.s. market but i think that's going to start turning around. we're seeing early signs of that. er pi-- caterpillar, every time you get an opportunity to see it 25, 30% off the highs, the chance to buy a best in breed name like caterpillar, yielding over 2 1/2%, this is an opportunity to step up and buy stuff like that. cheryl: you also like cisco. >> i had no idea that john chambers is coming up. we started purchasing these about a month ago and point being technology is a cheap sector right now. john chambers has committed to the dividend. what i really like about cisco is they're going the i.b.m. model right now. they're increasing services business, software business so i think the opportunity to increase the dividend that's important for us will continue to play

everyone uses netflix, don't they in conoco phillips is oil and gas, charitable trust name.aft maker. and melanox is a semiconductor company. tech, health care, entertainment, oil, and aerospace. i say hallelujah. ♪ hallelujah >> i need more callers. why don't we go right now, why don't we go to fred in iowa, please? fred. >> caller: ba-ba-ba-boo-yah. the great and powerful cramer. question. i just sold some 401(k) stock recently. and i thought instead of putting it in a bank at 4% or in a mason jar i'd go ahead and listen to you and i would buy buy buy. so i went out here i got five i've got questions about -- >> okay. but nobody gets to see the wizard. but go ahead. >> caller: my favorite food in the morning is dunkin' donuts. dnkn. the other thing i've always said to do is buy more stock. i went and bought some beemis. >> bms. nice stock. go ahead. >> caller: ands there been so much talk about the government lately. and i thought i burn a lot of gas and oil i might as well buy some. so i bought kansas city. ksu. the way i'm going to get it is transport it. so i'm going to

if you want dividend yield, conoco is giving you a 5% dividend yield. exxon, chevron. >> i'm not -- >> i'm saying they -- if you're an european investor, japanese investor, do you know the name conoco or j and j? >> both of them. they're hi quality companies. going after stock specific companies, adt, hartford. there are plenty of names out there that are attractive. >> here's an interesting -- >> i think we're agreeing in principle. where we're differing is time frame. i think the point that i'm trying to bring out is that, quite frankly, historically speaking, we should get a decent size pullback here. there will be a better entry. i agree with your point, stephanie, you can buy quality into that. you don't have to -- >> right. >> no, it's not the same thing. >> here's an interesting statistic. last fall fourth quarter's -- last four years, q1 laggers, materials, has been technology, so materials and industrials is outperformed in q2. >> we all have been talking about when this correction is going to come. there are a lot of signs within the market la

conoco phillips, action alerts plus name.te investment trust with a homebuilder and a lumber. company phillips is a natural gas and oil company. blackstone is private equity. nordic american tanker is shipping but i'm going to say it's different enough. the new york "times" is a pay wall company that also produces journalism. journalism, housing, tanker, oil, private equity. holy cow. dave in california please. gave? >> boo-yah, jim, from west los angeles. >> holy cow it's a beautiful there. what's going on? >> i want to thank you for all your help. my wife and i never miss a show. >> that is so terrific. i love that because i just wanted people to get back to even and then start prospering. what's up? >> here is my top five. i'm 60 and i just retied to retire this year. >> i've got to go for another 42 years. >> here is my top five. realty income, ryan air, at&t, general electric and ventless. and i die versified? >> i think he's got here, you know what i think dave has got here? dave has the perfect portfolio for a 60-year-

i think the cyclicals will have a great second half. >> conoco, i like it, it's underperformed so faroing long. >> corning, murph? >> it looks like they finally are getting out of their own way. >> final trades in the debate winner when we come back. are you still sleeping? just wanted to check and make sure that we were on schedule. the first technology of its kind... mom and dad, i have great news. is now providing answers families need. siemens. answers. [ male announcer ] this is kevin. to prove to you that aleve is the better choice for him, he's agreed to give it up. that's today? [ male announcer ] we'll be with him all day as he goes back to taking tylenol. i was okay, but after lunch my knee started to hurt again. and now i've got to take more pills. ♪ yup. another pill stop. can i get my aleve back yet? ♪ for my pain, i want my aleve. ♪ [ male announcer ] look for the easy-open red arthritis cap. it's easy to follow the progress you're making toward all your financial goals. a quick glance, and you can see if you're on track. when the conversation turns to knowing where you

conoco earrings were right in line for the first quarter. what's interesting is both of these big producers saw production come down, as it's more costly more them to produce overall, globally. although the u.s. is one of the places where they're producing the strongest. in exxon's case, it was up 2% here in the u.s. for oil production. in the case of conoco, they have strong representation in the bakken shale and also down in the permian base and that production was up more than 40% from a year ago in that quarter. bill? >> bertha, thanks so much. i'll take it. amazon and starbucks headlining a big day for earnings after the bell. meanwhile, josh lipton with a preview of what we can expect. josh? >> maria, some big names reporting after the bell. let's review them. first, amazon up today, up some 9% this year. the street looking for 8 cents on sales of $16.15 billion. that would represent a 22% year over year increase. the company making news this week on reports that it will release a set-top tv box later this year. another name to watch,

p/e and higher yield, so that is a stock i would probably be a little bit cautious, but certainly conoco would be another big name that i would look to be adding at these levels, and certainly on any further pullback. - good to have you on the show this morning. thank you tim biggam of trading block. - you bet. thank you angie. the time has come for us to say so long for now, but coming up on monday, the real reasons why so many americans are afraid of the stock market. from all of us at first business, have a great weekend!

conoco phillips and chevron had a combined revenue of nearly two trillion dollars now congress says that that turnover is equal to more than ten percent of you with g.d.p. but despite the huge profits the government and corporations are cutting corners when it comes to repairing and renu ing infrastructure environmental consultant richard steiner says the console pipeline has long passed its use by date. there's no excuse whatsoever for oil pipelines to be anything over thirty years old or general design life is maybe twenty to thirty years there's been several spills about six or seven of this heavy deluded bitumen it's called dil bit which is the tar sand oil which is so thick it can't be transported through a pipeline unless it's cut with condensate and benzene exxon has shown time and time again that they are not willing to accept responsibility legitimate financial responsibility for their actions however negligent they are they got out of the alaska spill with you know about a billion dollars paid to private thirty thousand private let against them that should have been by many of

liz: conoco phillips has a great dividend, so people buy into that one. thank you so much for joining us on the floor show. we said at the top of the program the retailers are definitely a strong area at the moment, a lot of our viewers on a lot of these names, what is going on? nicole: a lot of these names doing very well. actually hitting annual highs, mall to year highs, annual highs. gap, tiffany's, t.j. maxx parent all in some way shape or form hitting a record of their own. we got the u.s. retail numbers, same-store sales numbers, analysts expected to rise, but while they have been on some lackluster holiday shopping and first quarter, now people are expecting warming up it will get boosted. under armour positive comments and tiffany with a buy rating. back to you. liz: breaking news, the sec has filed its own complaint against two of the leading players in the insider trading scandal in addition to what we saw earlier this morning from the u.s. attorney's office. envelopes stuffed with cash, jewelry and insider trading tips flowing freely. we're ta

mixed results so far from 3m, conoco. >> the report of verizon making a $100 billion individual for verizonireless, it may month quite right but we'll have a lot more insight on that developing situation giving my own reporting. >> amazon reporting results after the bell today but rumors of the set top streaming box are swirling this morning. >>> we'll begin with a big day of earnings. 3m posting a miss cutting its outlook. fellow dow component exxon-mobil beating the street. the airlines southwest exceeding forecasts while united continental reporting a narrower than expected first quarter loss. jim, we got to zero in on 3m. shaving about 10 cents off the range for the year. talking about softer demand in some end markets. how important is that? >> i want to deemphasize it. first, the new ceo is doing a terrific job. this again is one of those companies that's uniquely industrial international. a lot in asia. that's not where we've seen a lot of strength. it is typical of what we've seen from some of the other guys that do big international work. the reason why i say don't want to emphasiz

winners, conoco philips, transcanada, cummins. why them?onco is the largest major oil company with natural gas exposure. enbridge transports the oil and the gas where it needs to be, not just where it's found and cummins is a tremendous truck engine manufacturer with the best engines, which trucking companies throughout the country will convert to. you want independent oil companies that can be the next exxon and chevrons in 2020. those are the ones you may never heard of. those will be the next giants. they are constructive, not because they represent a call and the best thing we have in this country right now, a nascent energy boom that will make america an industrial powerhouse again. also because these companies pay bountiful dividends. why is this important? because if you own stocks and reinvest those dividends the power of compounding, an amazing thing will allow you to double your money in these stocks in a dozen years, simply by doing nothing but automatic reinvesting. now, 'nova business school students where we are now understand

conoco planned exploratory drilling off alaska's northwest shore in 2014. uncertainty around new federal regulations are giving it pause. the company says it won't drill until it is confident it met the latest requirements. >>> coming up on "money" why president obama's new budget plan sounds a lot like a war on money. our all-star star power panel is here to break it down. >>> apple is struggling to get its mojo back but is partnering up yahoo! a smart idea? a top tech expert smells desperation in the air and he will tell us why. more "money" straight ahead. ♪ . ♪ . melissa: it is all over the news. no not bit coins. the president released his new budget today but here on "money" we dig into how it affects you and your money. from some angles it is looking look a war on money. three of the biggest opening shots target money. income tax on households over a million dollars. that is known as the "buffett rule". there is million cap on iras and tax deferred private savings and hit on private equity financial capital and financial managers and limited partners

conoco, new york times, warehouser, and blackstone.right. [ buzzer ] let me see what we've got here. conocophilips, and warehouser, too, a real me statement trust with a homebuilder in lumber. north american tanker is oil shipping. i am going to say it's different enough. and "the new york times" is a pay wall company that produces journalism. journalism, housing, tanker, private equity. holy cow. dave in california, please. dave, please. >> hey, booyah, jim, from west los angeles. >> holy cow. it's beautiful there. what's going on? >> well, first of all, i want to thank you for all your help. my wife and i never miss a show. >> that is so, so terrific. i love that. you know, i just want -- i wanted people to get it and then start prospering. what's up? >> here's my top five, and i'm 60. and i've just decided to retire this year. >> oh, lucky dog. i have to go for another 42 years. go ahead. >> anyway, here's my top five. >> all right. >> realty income. >> yes. >> ryn, rainier, at&t, ge, general electric, and vtr, ventice. am i diversi

finally i had to ask of conoco to you think of your chapter?nd he said, chapter in the said , called it the irishman and a light bulb. he said, that guy was a guinea. our justice-eric -- staff sgt. so i explained i had to change identities to my promoted him, i assured him that that was some. he took a long swig of beer and said to my going to need to read it now. and i said to me probably are. before left a message to my just need you to know something. those medical people that night were exhausted. they were up to their knees in casualties and had been marching for three days straight. he saved them. elected me for a second and said, that is so funny. i always figured this saved me. it does not matter about which were talking. now understand why people got in touch after reaching the pole to million people from world war ii across generations the whole point is to listen. when i was there many of my patience kept telling me, you have to watch band of brothers. why in the world what i want to watch band of brothers out here in the middle of i

you have the companies like conoco phillips or somebody big, and in your recognize and lots of upstartsey are promising that they the get people who live on land, people who own the mineral rights under leeland to get royalties. people who live on the land get some some sort of payment for allowing the drilling. what has happened is that lots of interest groups have said there will be booming jobs. that thereted was would be millions of jobs by 2030, new jobs based upon the gas boom. so far, in places like pennsylvania, you see a very small uptick and local jobs. the jobs are not getting through. they are a secondary promise of ,obs, if you have lots of cheap natural gas, we will be able to or cheaperr glass plastics and this will create a resurgence in manufacturing in the u.s.. that is not panning out at this point. one thing, a lot of these industries have already cut their labor force dramatically. even though they have cheaper inputs, they are not actually increasing their labor force. a very old ohio company which you think would benefit from cheap natural gas write-in its backyar

we like phillips which was spun off of conoco. fantastic mid stream assets.hink even though it has a lot of reporting, people still don't fully appreciate what's going on in domestic energy production and what a significant positive that is for many, many parts of the economy. >> we'll get earnings coming in. some of the financials coming in next year are jpmorgan and wells fargo reporting next week. a take on those two? >> capital market activity pulled in a bit. deal flow got pushed into q-4. i don't expect great numbers. as the market does well and the economy does well over time i expect a good year for most of those companies. >> thank you for coming in today. great talking to you too. >>> tax day is only a couple weeks away. as of today. before you file your returns, you'll want to hear -- huh? >> i forgot i have to get it in. >> we'll hear our next story how some americans fell victim to identity theft. scott cohn has details next. zynga will take the plunge in real money gambling. today it will begin offering poker and casino style games in the u.k. a

you have the companies like conoco phillips or somebody big, and in your recognize and lots of upstartsthey are promising that they will get people who live on the land, people who own the mineral rights under leeland to get royalties. people who live on the land get some some sort of payment for allowing the drilling. what has happened is that lots of interest groups have said there will be booming jobs. one forecasted was that there would be millions of jobs by 2030, new jobs based upon the gas boom. so far, in places like pennsylvania, you see a very small uptick and local jobs. the jobs are not getting through. they are a secondary promise of jobs, if you have lots of cheap, natural gas, we will be able to make cheaper glass or cheaper plastics and this will create a resurgence in manufacturing in the u.s.. that is not panning out at this point. for one thing, a lot of these industries have already cut their labor force dramatically. even though they have cheaper inputs, they are not actually increasing their labor force. a very old ohio company which you think would benefit from ch