i think conoco can probably out pace them. i think it's under appreciated some of the values around the world globally that's part of this story as well i think when you look at exxon and chevron, i think they have some upside for sure i think conoco might have an accelerated move >> they downgraded the stock goldman did back in october. stock fell but they are saying get back in. they love the cash flow story. >> took the target up to 82 from 76 call it an 8% upside move like that like the lng exposure they've got. it's not up when we say oil and gas. the it's one of the big rich areas for them to exploit going forward. >> i think conoco is interesting. i don't think the stretch in terms of his base case where oil has to be which is around 45 is a stretch. i like the call. >> a lot of people don't value i know the company pretty well they don't value the international exposure conoco is a lot more international. they have more international exposure >> what is the valuation that you can put on it. the assets that are really w

. >>> conoco phillips talked quarterly profit estimates. they saw a rise in output from its north american shale fields at said it sold more oil higher prices. the stock gained 3% to $669. >>> shares of charter communications soared after reporting better-than-expected revenue for the fourth quarter. the broadband and cable operator attracted more intnet customers but did lose 22,000 tv subscribers but benefited from ad sales. the sto gained 14% to $331.05. >>> northrop grumman beat earnings estimates thanks to higher sales in its aeros mce ansion systems units, but the company did issue a downbeat outlook tayingt 2019 profit and revenue will likely come in below estimates. that stockell morhan 1% today to $275.55. diaggio reported a strong quarter thanks to demand from china and india. thworld's largest spirits maker also increased its divide and said that industry trends are good for the company no matter what the economic environment. >> we benefit from in the u.s. a trend where people are moving to spirits and cocktails in a gger way fr

we begin witgrup conoco phillip which was upgraded to buy. e analyst says the company's long-term growth opportunities including alaska, australia, and qatar are underappreciated right now and the price trararget rig now, $82 the stock rose to goldman-sachs rates match group a sell. k's analyst says the st valuation is high. price target now is $45 and shares fell a fraction to $54.43. meanwhile, inuit was upgraded to equal weight from underweight and morgan stanley will exceed conservative revenue expectations. pri price target, $225 and shares rose 3% today. >>> still ahead, the big wrig indicator. >> big rigs like these are often seen as an economic indicator xp but industryts say the latest numbers may be misleading. i'm frank holland in toledo, ohio. ll have that story comin >>> every night, we bring you a lot of facts andecigures on the omy, but sometimes all you have to do is look at the number of trucks on the road because demand for big rigs can be an indicator of economic strength. frank holland is in toledo, ohio. >> reporter: orde

to be to conoco is one of the team studying particles in the atmosphere so this is an animation from a global or. it's just a model that we run here at nasa. what we're simulating in this are the distributions of what we call aerosols or particles in the atmosphere and the different colors represent different kinds of these particles and they come from all kinds of different sources so the blue colors are from sea spray that's blown up by the winds at the surface of the sea the greener colors come from smoke sources and so there we have individual fires that are going off in the model and emitting smoke into the atmosphere and it's transported over long distances the whiter colors correspond to what we call anthropogenic pollutants so things that come from power plants or car emissions and so you can see places especially in china or in the east coast of the united states or even in europe where a lot of these pollutants are the mid and transported and then finally the red or colors that we have correspond to dust storms and so in that case what we're looking at is the effect of the

you guys were talking about exxon, chevron, conoco those three stocks make up -- the etf that trackshe oil and gas sector that thing seems kind of stuck at 65 bucks. let's put that out there i'll take it back to 8:30 this morning. we got that cpi, okay? one of the reasons why people are trying to get more bullish or constructive on equities right here is because the fed is supposedly off the table our friend peter bookvar had a good note about inflation. he said don't tell me there's not inflation. food and energy up 2.2%. what do you think is going to happen if the fed comes back into play or people start saying inflation's running a little hot here maybe the fed's back on play we might start to see the sort of volatility and risk assets we saw four months ago. >> i think that risk is less than it was before the fed has told you they're willing to tolerate a little more inflation than what we've tolerated in the past. i think that's off the table secondarily, as long as you don't have run away inflation, then you want to be in stocks this an inflationary environment. >> i want to po

i love more exxonmobil and conoco phillips, but i'll throw a love in here because you throw all three of them and have a little trifecta. >> i'll love this one with authority. i'll love this one with authority. with a lot of emotion i'm going to love this one because i think it's the best integrated of all that space at a time when the entire space is overrated. so energy shares that we pointed out have been shorted to beat the band i think shef r ron is running tt as efficiently as ever. >> you know how you have chips and salsa, this is a vehicle for this graphic the loathing and the loving. nice job well done. >> chips for the salsa >> coming up, two chip stocks on the move we will bring you latest on those earnings. >>> plus, the big long legendary investor danny moses calling cannabis the investment opportunity of a lifetime. he'lbe he l erto tell us why more "fast money" still ahead. ♪ ♪ exciting, everything that i'm gonna do in my life ♪ ♪ ♪ never let a day go by where i don't try ♪ ♪ and i've been dreaming ♪ ♪ dreaming bout places and things in my mind ♪ ♪ 'cause i've been ♪ gr

china, the reality in chevron out, conoco phillips out, bp is the only one in their. .e can you do bigountries like china or are those days over? gene: i think china is special. i think the mantra would be like this -- if you are an oil-producing country that needs money, you're going to open your market to foreign producers. otherwise, china does not need the money and it is not opening. china does not fit in that bucket. tom: i agree china is separate. energychina's independence? with your visits and study of china, are they going to be energy independent? gene: i think they are trying to be pioneers in terms of getting up the renewable curve and that will reduce energy needs and it will make them more independent. ultimately, that is about how do we shift the growth model away from the old stuff, the infrastructure driven, property focused growth model. so far, i would be skeptical they make that shift seamlessly. i often makenk ,ith china and the oil market when we look at china and there is uncertainty about the growth trajectory, you have written about how this can cause a negati

the oih posting gains today but the xle and xop under pressure names like exxon moeblg, chevron, conoco a very strong start in 2019. >>> when we return, we'll speak with the ceo of mondelez after finishing his first full year on the job. s&p managed to go green for a moment but back in the red don't go away. at&t provides edge-to-edge intelligence, covering virtually every part of your retail business. so that if your customer needs shoes, & he's got wide feet. & with edge-to-edge intelligence you've got near real time inventory updates. & he'll find the same shoes in your store that he found online he'll be one happy, very forgetful wide footed customer. at&t provides edge to edge intelligence. it can do so much for your business, the list goes on and on. that's the power of &. & if your customer also forgets socks! >>> snackmaker mondelez will lay out its strategy going forward at a conference in boca raton, florida. that's where we find the mondelez chairman and ceo dirk von de put joining us first here on cnbc. welcome. >> good morning. thank you. >> so we keep saying this is your f

increases with halliburton and conoco phillips. they came on with earnings. halliburton looking for international growth to accelerate. getco phillips looking to growth in conventional assets. some of the oil stocks we are seeing. have not gotten a lot of earnings today, but look at what we have gotten so far as we await about 16 companies expected. upward guidance divided by downward guidance. now at a ratio of .5, which means you are seeing double the amount of companies forecast lower guidance then they are up. falling below the long-term average in the blue line, 0.6%. interesting that we are not getting that upbeat guidance on the for your basis on the earnings, at least as we see a few quarters ago. i want to touch on a couple stocks we are looking at. -- thatsuming gains should be ge -- resuming gains after three days of losses. -- norfolkuthern southern, their guidance is exceeding expectations. now looking at 5% annual revenue growth through 2021. vonnie: taylor, thank you. --s week put be criminal could be pivotal for the high-level talks between ch

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the defendants are chevron, exxon, bp, shell, and conoco phillips. these funds will be used to pay for seawalls and other infrastructure needed to deal with sea level rise. we have some real risk that's going to require some billions and billions of dollllars of investment by san francisco on infrastructure if we'rere gog to stop catastrophic loss, so that's what we're lookingng at. a lot of our developments are occurring along the waterfront. our lawsuit is a part of that. i want to have this abatementt fund that has beenen created now to ensure that we can fund the infrastructure improvements that we're going to need to ensurere that those developments go forward without the threat of sea level rise. scholl: politics in san francisco is funny. there are a a lot of really enlightened views. on the other hand, it's probably not enough to prevent the business community from making things even worse right on the waterfront. christensen: we're going to have to adapt. it's going to take that creativity and energy and capital. the question of how do we ba