i keep thinking to myself, i'm not safe in ensco.find the bottom until the darn jpmorgan sur renders and takes it off its buy list. >> sell, sell, sell. >> as long as they keep holding out hope, ensco can keep falling. capitulate already. make me a downgrade, please what makes me confident that they could be okay, first, it's really only going down for one reason. a fear of new ships online. we have a lull in drilling for both the u.s. and mexico and we have seen a stunning lack of drilling out of brazil. that could change with the new election in brazil and the new regime in mexico. just yesterday mexico made it clear that 2015 will allow for dramatic expansion in international drilling. that should hugely hasten big offshore oil rig use because their areas are vast and haven't been drilled in ages. finally, i can see like everyone else, the price of oil is dropping. it will find itself at 90 bucks. it is still a lower price. although i have to acknowledge i am playing sentiment with ensco. at least with the stock 6.2% yield, i'm be

history, in afghanistan, the result of american forces routing al quaida, and the taliban, who are ensconessed they will pursue terrorists in matter where they are, and of course that raid ultimately unsuccessful. put the question of going inside, a very far reach, right now, obviously with the on going civil war. >> remarkable day in american aid worker with the rett are rick are that came out about the islamic state, thank you. pent gone also offered new details on the secret mission to try to rescue james foley and other american hostages. he was beheaded this week by the group. today chuck hagel called the attempt flawless. there was only one problem, the hostages were not there. paul joins us now with more. >> well, that's right. t white house never intended to disclose this operation, but sided to go public last night because of the number of media outlets were on the verge of reporting it. now the details remain scarce, what we do know is the rescue was over quickly, and tragically, of course, we know it was a failure. >> sometime early this summer, the u.s. reportedly stage add nightti

but you have quality companies in an ensco, dividend yield over 6%. still really profitable. same thing with mdc. great balance sheet in the housing area, another generous dividend yield, 3.8%. we love dividend in our strategy. target which has been beaten up really heavily lately. i'm trying to give you some idea for someone who might want to take advantage. david: quality companies beaten down in values. there aren't many of those. liz? liz: i guess not. alan what is happening with the markets how important is it to follow the big headlines that come out versus looking at earnings? alan? >> if you're asking me the question is always about earnings. that is what drives the markets and that the fundamental reminder how well the stock market is doing. i talk constantly about the economy and stock market are two distinctly different things and people get tied up more in what the economy is doing than how stocks are performing. fundamentals haven't changed in stocks. like you mentioned 75% of stocks so far reported came out with beats one way or another. liz: okay. bernie willia