take halliburton, the oil service titan. i read about it in "get rich carefully." just yesterday halliburton reported and the company totally knocked it out of the park. you might not have realized how amazing this quarter was. as hall beat the earnings estimate by a penny, with significantly higher than expected revenues, that rose 5.4%. the real keep here was the change in tone when it comes to halliburton's north american guidance. for the past two quarters there have been too much capacity, but now management sees that capacity tightening at a faster than expected rate, forecasting stronger utility and greater intensi intensity. which will lead to higher revenues and wider margins, hence how the company believes it can growled shares at a 25% clip this year. what else? halliburton is the king of fracking, the drilling method that's behind the incredible revolution, because it unlox huge vowels of previously inaccessible or uneconomical crude. it looks like pricing in the domestic fracking business is about to get very strong. throw in some contract wins, and th

was he still making a buck off halliburton? >> i think there were some delayed compensation agreements. it still kicked in later, so if halliburton does well, it probably would be good for him. but, you know, we've talked about this with cheney and george w. bush, trying to sort out their specific motivations for this lousy war and the faulty case they use to present it, sometimes gets hard. there were a lot of different things going on a the once. they had a lot of different reasons to do this. but, you know, as much as i'm a critic of some of the things that dick cheney has done, i would even find it hard to believe he actually plotted this war for the lead purpose of enriching halliburton. >> the point is -- but you're reporting is most powerful here. who is asserting this? not you and me. not somebody from the center left or left, a war critic, but somebody ho's definitely a republican, a libertarian at that. what do you make of the fact that rand paul has put hymn on the record -- and we're hearing from the reporting from

take a look at the stock, it's up 3% for halliburton.ut with their numbers and reported earnings that did beat expectations. also the profit numbers here, the outlook is good news there. so we're starting to see halliburton moving to new highs. we also took a look at hasbro, came out with their numbers. the toy maker, unlike what we saw from mattel, hasbro did so well marley with girls' -- particularly with girls eau ties -- girls' toys. and sun trust saw their earnings on the rise. they beat the street. other names that we're going to be watching, liz, you mentioned mcdonald's. that dow component's one to certainly watch. yum brands, boeing, procter & gamble. we are seeing down arrows for most of those. apple, good old apple, we'll be hearing from apple. apple has an up arrow now, up about 1%. you remember when this was a $700 stock. everybody's been waiting for great innovation and great numbers from apple, we'll see whether or not that can come to fruition. i was reading some of the comments from the analysts, and yum brands, you may

the offices of kbr, subsidiary of halliburton.ense department's prewar planning for iraq's oil takes place in a halliburton subsidiary office in texas. a detail not known to the public before now. >> the bush administration had lots of contacts in houston in the sophisticated executive suites of the major u.s. headquartered oil companies and they reached out there. >> the pentagon team that traveled to houston calls for rapidly increasing iraqi oil production soon after the invasion. they set an initial goal of bringing production up to 3.1 million barrels a day. 50% more than iraq was producing at the time. the long-term goal is to increase iraq's oil production to more than 5 million barrels per day. more than iraq has ever produced. while administration officials insist that increasing production is aimed at financing the reconstruction, and that oil proceeds will benefit the iraqi people, the war plans also note that the policy will put long-term downward pressure on oil prices. help consumers. and diversify/increase global oi

for rand paul to go that far and talk about halliburton, that is almost treasonous.s trying to broaden his base away from his father's base. he is saying a lot of things that may come back to him. >> here's the problem with the comment like that. rand has stood up for people who would not be considered establishment republicans. he has been trying so hard to build credibility in the establishment community. that could blow the hard work he has done. that was probably not a good idea. >> that is putting it very diplomatically. thank you so much. thank you for watching. we will see you again next week. ♪ >> tonight on "titans at the table" we talk football and the big apple. >> there will be a coin toss right here. >> with the man who is bringing it all together. jonathan tisch, co-chairman of the loews corporation and co-owner of the new york giants. he was born and raised in a new york family. in 1959, his family branched out and bought loews theaters. today the loews have billions of dollars in assets that generate 15 billion of dollars in annual revenue with intere

for rand paul to go that far and talk about halliburton, that is almost treasonous.s trying to broaden his base away from his father's base. he is saying a lot of things that may come back to him. >> here's the problem with the comment like that. rand has stood up for people who would not be considered establishment republicans. he has been trying so hard to build credibility in the establishment community. that could blow the hard work he has done. that was probably not a good idea. >> that is putting it very diplomatically. thank you so much. thank you for watching. we will see you again next week. ♪ >> we are finding it, we are testing it, we are there as they build it. we are on a quest to show you the most cutting-edge companies on the brink of the future. tonight, we visit the epicenter of the american robotics industry, boston. i will start at irobot, the pioneering company at the head of it all. >> it has a very mars rover quality to it. >> i will meet baxter, whose goal it is to bring american jobs back from overseas. >> i will visit harvest automation, wher

fall -- paul to go that far and talk about halliburton, that is almost treasonous.s trying to broaden his base away from his father's base. he is saying a lot of things that may come back to concept. >> here's the problem with the comment like that. rand has these up for a people who would not be considered establishment republicans. he has been trying so hard to build credibility in the establishment community. that could blow the hard work is done. that was probably not a good idea. >> that is putting it very diplomatically. thank you so much. thank you for watching. we will see you again next week. ♪ >> this is taking stock. i am pimm fox. let's get headlines from my cohost, carol massar. herbal life is the week story. it has been accused of being a german team. this is according to a person familiar with the matter. they have no knowledge of an fbi investigation. that isur

for rand paul to go that far and talk about halliburton, that is almost treasonous. >> shocking. >> he'sing to broaden his base away from his father's base. he is saying a lot of things that may come back to him. >> lanhee? >> here's the problem with the comment like that. rand has stood up for people who would not be considered establishment republicans. he has been trying so hard to build credibility in the establishment community. this could blow the hard work he has done. that was probably not a good idea. >> that is putting it very diplomatically. thank you so much. thank you for watching. we will see you again next week. ♪ . . >> with the right ingredients -- speed, quality, leadership -- >> good morning. chipotle has reinvented the fast food business. >> i believed that we could change fast food culture. >> serving food with integrity has produced big profit. and those competitors are following suit. changing the way america eats. >> we are really passionate about feeding our customers really great food.

for rand paul to go that far and talk about halliburton, that is almost treasonous.s trying to broaden his base away from his father's base. he is saying a lot of things that may come back to him. >> here's the problem with the comment like that. rand has stood up for people who would not be considered establishment republicans. he has been trying so hard to build credibility in the establishment community. that could blow the hard work he has done. that was probably not a good idea. >> that is putting it very diplomatically. thank you so much. thank you for watching. we will see you again next week. ♪ . . >> welcome to a "bloomberg west" special, "the baidu billionaire: inside the google of china." i am emily chang. i sit down with the baidu cofounder, robin li, for a rare, exclusive, live interview. we will talk about how he built baidu into china's largest search engine, and the challenges of running a business in a country with censorship. his relationship with tech icons like mark zuckerberg. and what he thinks of apple. but first, here is an introduction to the

for rand paul to go that far and talk about halliburton, that is almost treasonous.s trying to broaden his base away from his father's base. he is saying a lot of things that may come back to him. >> here's the problem with the comment like that. rand has stood up for people who would not be considered establishment republicans. he has been trying so hard to build credibility in the establishment community. that could blow the hard work he has done. that was probably not a good idea. >> that is putting it very diplomatically. thank you so much. thank you for watching. we will see you again next week. ♪ >> hi. >> good morning. >> tonight on "titans at the table" -- this place is gorgeous, it really is. i'll be chatting with businessman turned environmental activist tom steyer. tom steyer was born and raised in the financial capital of the u.s., new york city, but chose to open his company, farallon, in san francisco.

the offices of kbr, subsidiary of halliburton.efense department's prewar planning for iraq's oil takes place in a halliburton subsidiary office in texas. a detail not known to the public before now. >> the bush administration had lots of contacts in houston in the sophisticated executive suites of the major u.s. headquartered oil companies and they reached out there. >> the pentagon team that traveled to houston calls for rapidly increasing iraqi oil production soon after the invasion. they set an initial goal of bringing production up to 3.1 million barrels a day. 50% more than iraq was producing at the time. the long-term goal is to increase iraq's oil production to more than 5 million barrels per day. more than iraq has ever produced. while administration officials insist that increasing production is aimed at financing the reconstruction, and that oil proceeds will benefit the iraqi people, the war plans also note that the policy will put long-term downward pressure on oil prices. help consumers. and diversify/increase global

, you know, halliburton's locking up all the contracts for fracking.t will spin some of that business kbr's way. david: aaron, then you have the not so obvious bets. water, plays such a key role in the fracking process. tough bring in millions of gallons of water in some of these projects. then you have to take some of it out because a lot of it is polluted afterwards. how about that play? is there any play specifically with regard to the sand, water other things needed in fracking? >> in terms of water you actually have aqua america which is kind of a boring water utility but what they have been doing, they actually built a pipeline that goes straight from their aquifers from pennsylvania straight in the heart of the marcellus shale. they have been able to partner with people like penn virginia and other smaller frackers to send out the water, much-needed water to pump out these wells in the marcellus. liz: aaron, i know it is not one of your picks but do you look at man camp opportunities where infrastructure needs to being quickly built up for housi

and halliburton post an earning beat on the top and bottom lines.he provider is calling for a 25% jump in earnings for the current quarter, thanks to a recovery in margins in north america and growth overseas. the estimates, by the way, is right in line with expectations. still, shares spiked more than 3% to $62.92. >>> reports say that square, the mobile payment startup may be on the auction block. "the wall street journal" said that the cash strapped company has been in talks with several deep pocketed tech giants about being acquired including google, apple, and ebay's pay pal division. but they denied having any talks with google. so there. >>> how do you feel about your mutual fund investing in silicon valley startups? you may not know it but according to a report in today's "wall street journal," your fund could have some share of newbies if your money is managed by blackrock, fidelity and here to talk about the rewards is stacy francis. stacy, first of all, how common is this with mutual fund families and should investors be worried? >> well,

he was a conservative guy to begin with, but halliburton wasn't it. the second set of comments i actually think he said something that made a lot of sense, of course, making sense is also controversial when you're running for republican nomination. >> let's talk about the halliburton/cheney/iraq triangulation. you've written about this. you point out in 2009, alex jones asked rand paul how similar his policies were to his father's, and he said, i'd say we'd be very, very similar. fast forward to the present day, rand paul has an op-ed in "the washington post" where he at one point says real foreign policy is made in the middle with nuance in the gray area of diplomacy. that is not something that i think you would hear rand paul ever say? >> no, no, he doesn't talk about the middle very often, does he? >> no. >> you know, the thing that's really so terrible about that line, not only that he's going -- alex jones, but alex jones is completely bonkers, but that he was telling alex jones his whole plan. he's mrabasically saying i agre with my father but m

he did not provide ed of this halliburton connection, but he's absolutely right that dick cheney is the man in charge who is fighting for his wealthy friends and who fought this war under vastly false pretext. so he's going at him and it seems like everybody is standing around waiting to see who does what next. linking him to raw which he will maddow, that would be high praise if somebody said it about me, but it's dirty for liz cheney. it's a classic cheney dig that rand paul better get used to. i9 will be sbes interesting to see how he fighting back. >> they're accusing him of speaking with excellent english, at least. >> yeah. >> i'm looking for a deep intermural struggle on the american right, not in the center, or on the left, the progressive left, i'm looking for a real fight here. i think rand paul is on to something. i think he thinks he's pay dirt here to say that war was a disaster and he's willing to take that to the republican heartland and the caucuses and new hampshire. i don't think you want to be on the side of that was a good national campaign that killed 186,000 people

they so far have reported good numbers with halliburton and hughes.e have seen good margin profits. do you think that's the story with this sector this year or more north americans recovering and nationals recovering or what type of story in your view? >> i own halliburton and a company that has a tremendous amount of margin opportunity, weatherford and will start divesting some cruddy businesses, as we go through the year. this is a stock that has margins in the past almost three times where they are today. parts of the business will be left, whether it's pressure or horizontal drilling or artificial lift or all these things. the international business. these are all opportunities much higher margins than the current company is showing. when they get rid of some of these dog parts of the country, i think it will be pretty evident. if we have a capex store this year across america, guess what? a third of it has to come from are energy. these are the arms sellers to the energy companies. with crude and brent over 105 still they will spend money, i thin

when the iraq story started halliburton had a billion dollar no bid contract.hey shouldn't be so powerful they direct even policy. there's a great youtube of dick cheney in 1995 defending bush number one and he goes on for about five minutes. he's being interviewed i think at american enterprise institute and he says it would be a disaster and that's why the first didn't go into baghdad. he goes to work for halliburton, makes hundreds of millions of dollars as ceo. he's back in the government. 9/11 became the excuse for a war that they already wanted in iraq. >> so liz cheney was reacting to those comments from rand wall when she told "the washington post" this week he seems to get his foreign policy talking points from rachel maddow. flattered as i am, i think i know what she's talking about and i think she has it wrong. as did rand paul. the iraq war is not just an abstract thing to have ideological fights about. it was a policy choice that is an empirically known thing. you can document what happened in the war and why we went and whether or not the claims t

. >> dick cheney then goes to work for halliburton. makes hundreds of millions dollars as their ceo. >> reporter: do you think cheney was motivated by his financial ties with halliburton? >> i'm not questioning his motivation. i think he loves his country. >> reporter: you said we don't want our defense to be defined by people who make money off the weapons, are you suggesting that's why we went to war in iraq? >> no, no. i'm not questioning dick cheney's motivates. at one point in time, he was opposed to going into baghdad. he was out of office. involved in the defense industry. then he became for going into baghdad. >> reporter: now, more broadly on foreign policy. lynn cheney said, rand paul seems to get his foreign policy talking points from rachel maddow. >> that's funny. my talking points would come from rachel maddow. rachel maddow isn't my biggest champion. >> reporter: you look at drones, nsa surveillance. you voted against the ukraine bill. you're one of two senators against the resolution on iran and nuclear weapons, on thes

last but not least the energy renaissance taking place in north america which halliburton is major oil services company is beneficiary of. it is a play on pro-risk stance we act advocated not just for domestic exposure but synchronized global economic expansion. david: scott, i have just to wrap but i have to ask you if you see conviction in the market like this on the buyside tomorrow, are you in or not? >> yeah, i'm in. it is going to be bumpy but yes i'm in. i think by end of the year, because we're going to have probably an 8% gain on the s&p by the end of the year. but it is going to be a hairy ride. i think if we see conviction, there was good healthy paper buying in here today. if that continues tomorrow i think that will be good for the short term. liz: 8% is lot better than 10-year-year-old. so -- david: good point. liz: good to see you all. scott shellady, mark luschini and nicole petallides. >>> if you're looking for an alternative investment other than stocks and bonds, how about investing in a real football player? we'll show you how you can score a touchdown maybe in your

when the iraq war started, halliburton got a $1 billion no-bid contract. some of the stuff has been so shoddy and so sloppy that our soldiers over there are dying in the shower from electrocution. i mean it shouldn't be sloppy work, it shouldn't be bad but it really shouldn't be maybe that these people are so powerful that they direct even policy. there's a great youtube of dick cheney in 1995 defending bush number one and he goes on for about five minutes. he's being interviewed by the american enterprise institute. and he said it would be a disaster, it would be vastly expensive, it would be a civil war, we'd have no exit strategy. he goes on and on for five minutes, dick cheney saying it would be a bad idea and that's why the first bush didn't go to baghdad. dick cheney goes to work for halliburton, makes hundreds of millions of dollars and he's back in government and it's a good idea to go to iraq. >> the video was not new. that speech was made five years ago to college republicans at western kentucky university and it has, to be clear, been sitting on

number nine is halliburton. they provide fracking services. they beat analyst estimates.growing at 25%. we will give it a twofer at number eight. .fizer takeover. possible this is be one of the largest ever. seven, electronic health record systems. they missed wall street estimates. their positioning the company to continue its growth trajectory. number six is hasbro. they topped estimates. there was a 21% growth in the girls toy category. posted all loss. >> it is a lawsuit channel. selling --ia is suing for copyright infringement. pandora says it is confident in its legal position and looking forward to a quick resolution. number four is tesla motors. it they will deliver the model s sedan in china. musk added that tesla is building a big network of battery charging stations in china. >> number three is new skin enterprises. they will move some of its operation. this is following a review of sales and promotional practices. >> number two is advanced micro devices. they had a stronger than estimated quarterly profit. by results are driven divisions of sony playstation. i

. >> dick cheney works for halliburton, maybes hundreds of millions of dollars.ing you know he's back in government. it's a good idea to go into iraq. >> one of the chief ark techs of the campaigns. >> when the war started halliburton got a big contract. >> is it worth that? >> i think so. >> today's top trender, bush league. >> jeb bush is getting a lot of attention. >> not running has generated more interest than if i said i was running. >> speculation about whether he will make a run for the white house continues. >> a year from now. into the year i'll make a decision. >> we've had enough bushes. >> jeb prepares for a 2016 decision while softening his stance on immigration. >> they come here because they want to provide for their families. yes, they broke the law, but it's not a felony. it's an act of love. it's an act of commitment to your family. shouldn't rile people um if people are actually coming to this country to provide for their families. >> joining me tonight, chairman of the broward county democratic party, has been in florida politics for some 40

halliburton hits an all time high.the drilling contractor saw earnings surge past expectations. the company has returned to profitability -- after a lawsuit over the 20-10 deepwater horizon explosion hurt profits a year ago. the company reports strong growth in the middle east and asia. and, toy company hasbro lands on profits after sales of girls toys increased 21%. a new study finds investors are still skittish over stocks. despite the hot streak in the stock market...bankrate reports individual investors are more inclined to stay on the sidelines. " for individual investors the wounds of the 2008 financial crisis are still pretty fresh. individual investors are still very risk averse when it comes to the stock market. 73% say they are not more inclined to invest in the stock market despite record low interest rates on cash and fixed income alternatives, and record highs in the stock market " that was greg mcbride, who says short term volatility tends to scare off investors.he says investor hesitation is putting retirement savings in danger as americans switch to less risky bu

most importantly, the halliburton loophole needs to be closed. you need to require public disclosure of hydraulic fracturing fluids. [captioning performed by national captioning institute] [captions copyright national cable satellite corp. 2014] >> to watch all of the winning videos and to learn more about our competition, go to c-span.org and click on student cam. and tell us what you think about the issues these students want congress to consider. post your comment on student cam's facebook page or tweet us using #studentcam. >> with ongoing unrest in ukraine, foreign affairs subcommittees today held a hearing on u.s.-russia relations. state department officials testified about u.s.-russia cooperation on nuclear arms agreements, terrorist threats and the space program. >> the subcommittees will come to order. without objection, all members may have five days to submit statements. questions, extraneous materials for the record. and subject to the length of limitation in the rules. in a matter of weeks, putin and his commandos stole crimea. now h

halliburton shares gaining as the oil services company hits an all-time high after it beat top and bottomfirst quarter estimates. they forecast earnings this quarter would grow 25% with a bottom line increases. ♪ >> this is "lunch money" on bloomberg television. digital, online, apple tv, and is on, we are there. it is time for the moving pictures where the video is the story. andgovernment protesters government soldiers battled on the streets of caracas, venezuela. clashes have killed more than 40 people since february. the latest round of violence comes as the venezuelan president nicolas maduro marks one year in office replacing hugo chavez. cruise of the recovery -- crews are recovering from the ferry disaster in south korea. the resident of south korea says the actions of the book's captain was like murder. some crew members have been arrested for violating maritime law by abandoning the ship's passengers. -- a kenyan woman wins the women's division of the boston marathon. 36,000 runners took off this morning one year after a bomb exploded at the finish line. richard falk and rod is

the freedom and lack of information and poor management of the food and drug administration, the halliburton questions of fraud. the bait and switch of t.a.r.p., the bank bailout program. all of those stories under bush were met with a good reception. these were different managers. nobody accused me of being a mouthpiece for the liberals at that time. >> let me make sure i understand. you aggressively reported on various bush administration problems and scandals and those pieces by and large got on the air but in the obama administration, not so much. that would suggest there is a political aspect to it? >> i think there is a political aspect on the part of some people. cbs news is not a mono lit thick organization. we know we have a lot of different personalities. we have bosses that are at their heart great journalists but don't let that play. in the bigger picture, there is a tendency to avoid certain controversy, because of the pushback and the well-o well-orchestrated campaign that comes before us. that includes some conservative/corporate stories. there is this competing issue of bias

halliburton, for example, came very strong. earlier this week. think for all of the macro issues discussed a few minutes ago, one thing the table is getting set for is a resilient strong market here. unless the conditions in the ukraine and russia take a big step function forward in terms of risk off sentiment, i would be surprised if the market can't push higher here in the near term. >> i want to pick up on some of your comments first, how much of the growth is down to the u.s. market and how much is the international effect? >> well, you know, it really is varied company by company. if you look at halliburton, for example, where their growth is coming from is their north american business. that's specific due to the shale situation there and where they are in the cycle. you know, in terms of the other companies, obviously, there's a lot of sensitivity and there's often a lot of fx sensitivity, especially with exposure to emerging markets. >> it does seem that there's a fair amount of caution, even with the dow finishing on the flat line yester

preston wheeler, a truck driver for halliburton auction sidiary kbr is working in iraq. >> it's a jobangerous. we went to the kill zones all day every day. >> on this september day, wheeler is scheduled to carry supplies from the camp to operating base mckenzie, 45 minutes away. >> i said, "preston, you've not made any pictures or took a video or anything in a while. why don't you do that again." >> so using a new camera that his mother sends him, wheeler begins documenting his day. >> that's new camera? >> yeah. i wanted my family to see the places that they'll never get to see in their life. >> he gets into truck five and joins a caravan of 12 trucks and their military escorts. with one hand holding his camera and the other holding the wheel, he hits the road. >> the town was dangerous. a lot of ambushes there. a lot of people shot. >> the convoy becomes a target almost immediately. >> knocked the hell out of us. told y'all we were going to get rocks. >> is everybody all right up there? >> they're in grave danger, and it's because the lead military escort took a wrong turn. >> evide

halliburton seeing improved margins in the north american region.etter than expected numbers. and then suntrust came in with better than expected results, as well. the bank reporting a decline in costs. so that helped to boost its bottom line. you guys were mentioning micron earlier today. actually had the price target raised to 50 at a company. they are expecting gross margins to improve here in part because of the mobile and server trends and some stability in the pc market. and advance micro devices came in with slightly better than expected earnings, 2 cents a share. it was expected to rural route break even results. and that is helping to contribute to a bit of a pick up in the semiconductor index today. again, we're seeing modest gains in what is expected to be a quiet session today. back to you. >> thanks very much, mary thompson. with netflix in focus, let's get a check over at the nasdaq. hey, sheila. >> good morning. well, we are kicking off this monday with green on the screen here at the nasdaq. both the composite and the nasdaq 100 out

monday's mother jones exclusive headline, rand paul says dick cheney pushed for the iraq war so that halliburton would profit. so we have the early front-runner of the gop 2016 field calling the last republican vice president a war profiteer and a liability to the party to boot. there's a reckoning, i've said, coming for the republican party on national security, on war and peace. it looks like rand paul and dick cheney are the main card on this fight. joining me right now is david corn, washington bureau chief for mother jones magazine and msnbc political analyst and clarence page, a columnist. i see a war. i talked about this at the end of the program. it remind me of '68 and the democrats in chicago where nay went hubert humphrey defending a war policy and a legacy of a war and along comes the left in the party among students, rye yating, disaster, four years later, mcgovern gets to be the dovish candidate, voting for nixon a complete disaster. is the republican party reaching an armageddon point where they have people like rand paul saying iraq was a disast e, we can't have people who want t

liz: your picks include halliburton, but you always say johnson & johnson. al try i ya. smokers. >> one thing about being a college professor and being four or five years removed from into it as i was is i have a little bit of perspective, and i look at things, but altria makes a perfect product. it costs nothing to make. that's the foreign operations of philip morris. so smoking in the rest of the world is a little bit more acceptable than it is in in the states these days. liz: i'll take it. paul dietrich, you in the past have liked marathon petroleum, phillips 66 which is up very dramatically, up about 29%. you're throwing in two technology names though now. you like seagate as one of them, and you also are appreciative of hewlett-packard. just talked about them as well. give us a final word on testimonying. >> well, the reason i like -- on technology. well, the reason i like them is they have very low price earnings ratios, huge equity, a lot of free cash flow generation and some momentum. they're near their 52-week highs, and boy, you can't beat that. and there are

on a subject like immigration is ideologically disqualifying but bark at the moon lunacy about halliburton is not, then the party has worse problems than merely its choice of nominee. and the republican congressman peter king of new york had even tougher words for paul, telling our own joe scarborough that his views would be disastrous for the dp op. >> i think he appeals to the lowest common denominator. this is an isolationist wing from the 1930s. rand paul brings it to this hysterical level when he talks about the cia trying to kill americans having coffee in starbucks. when he talks about president obama listening to his cell phone conversations. that to me is feeding into paranoia. we do need an intelligent debate and i don't think rand paul is capable of having that debate. >> okay, michael, my friend, i have to talk to you. >> i love that last sound bite. classic king. >> rand paul, michael, rand paul is trying to appeal to younger voters on issues like surveillance. he's on the same side of a lot of voters under po. he's trying to reach out to minorities. he is trying to do this co

engraved in the rotunda is halliburton and other corporation names that help to fund the rebuilding ofpital. talksa graves, can you about the impact of what the wisconsin voter id ruling will have on other states? >> i'm hoping that other judges will take the analysis of judge lynn adelman. it is a powerful decision. it goes through step-by-step and really talks about the lack of evidence, the absolute lack of evidence of fraud that would be prevented by these laws. he talked about how the current penalties are so stiff. it is a $10,000 fine and a three-year is an sentence if somebody impersonates another voter. that is another -- enough of a penalty. and the lack of foundation, as well as the impact on people. there was testimony showing how this law would affect american citizens who want to vote. there are other states, nearly one dozen states where these voter id restrictions have passed. states, ifthat other the provisions are challenged in court, other judges will look to this excellent, thorough the federal court judge in milwaukee. >> briefly, if you can talk about the merging

they're concerned about a few gypsies on the oxford street begging for nickels but they've got halliburton to get your priorities up your shrink shrink for sure george osborne so here they said that texas just paid forty million dollars to fix the roads leading to the barnett shale reach and over in the marcellus shale which runs from new york to tennessee new york did an investigation to find out what the cost would be to new york state should they allow fracking in there and while new york state has yet to allow fracking for gas it is weighing the potential impacts on roads a draft study last. here from the state's department of transportation found that hundreds of miles of roads and scores of bridges would need to be reconstructed to handle the gas industry trucks at a cost of two hundred eleven million to three hundred seventy eight million dollars because one thing about this natural gas compared to fracking natural gas compared to say what you have in russia or iran or cutter or algeria is there you know you have to dig the well and it does require a lot of transport taishan and tru

halliburton looking incredible. crude oil tipped above 103. what kind of action are you seeing in oil names. >> we had an upgrade on rig early this morning. the service side, the hallis can be a volatile place. if you believe in the world economy improving, it's where you need world exexposure. you probably have the opportunity to buy them unlike today where everything is to the upside. >> some of the stocks on this goldman list, they shift from low momentum, to low momentum, low val, low growth. en enskro, transocean and chevron. >> chevron i like, transocean. a lot of what you're getting is sentiment play. going back for earnings expectations is incredibly low. the bar is low. oil prices incredibly high. energy owned collectively. i don't see, on the institutional side, i don't see the flood of money coming into energy to acknowledge the performance so far year-to-date. >> the best retail sales report in more than a year has many of those stocks on the move today. courtney reagan joins us live. this is a good report. >> it was. i'm a little

baker, halliburton, all higher. finally an advance in the amazon twitter segment. the stock represents proxies for what people like. that's what they really are. lots of older professionals hate the fact for years new byes bought shares of stocks in companies they like without regard to earnings per share. people liked amazon prime so why not buy some amazon? i always thought if amazon could print stock certificates, people would always order them, frame, put on the wall. shares that are framed don't get sold. currently not enough are being framed now, stock down 21% for the year. mainly because momentum stocks have been going out of vogue in favor of the old fashion tech names. and new phone spike for amazon too in the end the earnings story or the lack thereof is what amazon really is. and there's no action on that front until april 24th. whatever this stock sure coexisted with value and finished up $4.18. netflix, which is down nearly 10% for the year, no bargain. it's been silent on the release front. rallied $5 today. finally there's twitter. we got a hopeful

you look at some of the other ones, schlumberger, halliburton. i specifically like phillips 66. great charts on both absolute and relative basis. like i said, this is very normal, healthy, traditional late cycle sector rotation. i think it is normal. david: keep that list up as long as you can, producers, we want people to be able to write them down. as you look at individual oil stocks represented here, have you gone back and seen how they do at the end of a bull cycle? each individual stock here has done well? >> they tend to do well as a group especially on a relative basis. remember if the stock market overall gets crushed 20, 25%, you're i promise will not get 25% rallies in the stocks but relative basis they hold up better. we saw that in 2008. liz: you get played to wait. >> exactly right. we were talking about a interest rates a couple weeks ago. bond market, new highs, eight month highs, 10-month highs, something like that. 30-year, new lows on the yields f you're a fund manager you need yield not getting in the bond market. where do they go? utilities and energy. liz:

halliburton shares rallied more than 33%.an expected earnings and netflix shares are surging after hours. netflix also announced it's raising prices for new subscribers. that's it for cnbc. the first in biz worldwide. new york is ranked #2 in the nation for new private sector job creation. and now it's even better because they've introduced startup new york - dozens of tax-free zones where businesses pay no taxes for ten years. you'll get a warm welcome in the new new york. see if your business qualifies at startupny.com with diabetes, it's tough to keep life balanced. i don't always have time to eat like i should. and the more i focus on everything else, the less time i have to take care of me. that's why i like glucerna shakes. they have slowly digestible carbs to help minimize blood sugar spikes. glucerna products help me keep everythibalanced. (crash) ugh! i'm good. well, almost everything. [male announcer] glucerna. delicious shakes and bars... i got this. [thinking] is it that time? the son picks up the check? [thinking