last month mike made a bet that halliburton was higher >> the oil services sector and halliburton inarticular is an interesting play you cited the fact that these stocks have done well recently, overall for the year this sector is actually not trading at all time highs the trade i'm looking at is the january 42 40 put spread you can collect 50 cents >> since then halliburton shares are up 20% mike, what do you do now >> you know, so this is one of those cases where we put on a high probability trade when we sold that credit put spread and sometimes you would actually have preferred to have taken the low probability bet. i still like halliburton here, implied volatilities are low you can close that put spread and buy longer daily call options. >> agreed, schlumberger, halliburton, energy acts well. the stocks still are behind the commodity. >> what do you think, bk >> with the run in halliburton, it's a great place to buy some upside calls here, take profit on your puts, you still have exposure to the upside of halliburton. >>> up next, your tweets and the final calls from the options

mike made a bet halliburton would go higher. >> halliburton in particular the best way to make a playinteresting. although you cited the fact the stocks have done well recently. >> recently. >> overall for the year one of the sectors not trading at an all-time high. the trade i'm looking at, the january 42, 40 put spread. seller of that collect 50 cents. >> since the time of the trade halliburton shares up almost 20%. mike what do you do now? >> you know, so this is one of those cases where we put on a high probability trade when we sold that credit put spread, and sometimes you'd actually have preferred to have taken the low probability bet. i still like halliburton here. implied volatilities are low. >> agreed. shlumberberg, and energy acts like and stocks behind the commodity. >> what do you think >> with the run on halliburton a great place to buy upside calls, take profit. exposure to the upside of halliburton. >>> up next, your tweets and the final call from the "options action." stay tuned >> announcer: "options action" is sponsored by -- y. what's the hesitation? eh, it just f

halliburton is the best way to make a play.lthough you cited the facts that the stocks have done well recently, overall for the year this is one of the sectors that actually is not trading at its all time highs the trade i'm looking at is the january 42.40 put spread, you can collect 50 cents. >> since the time of the trade, halliburton shares up 20%. mike, what do you do now >> you know, so this is one of those cases where we put on a high probability trade when we sold that credit put spread and sometimes you'd actually have preferred to have taken the low probability but i still like halliburton here. you can close the put spread and buy longer dated call options. >> agreed, schlumberge rext, stocks still behind the commodity. >> i think it's a great way to buy upis tside calls so you sti have exposure to the upside of halliburton. >> up next, your tweets and the final call from the options pit. stay tuned see that's funny, i thought you traded options. i'm not really a wall street guy. what's the hesitation? eh, it just fee

ask halliburton halliburton releasing fourth-quarter results. we will be right back.oooooh snap!! every truck guy has their own way of conveying powerful. yeeaaahhh boy. kind of looks like a monster coming to eat ya. holy smokes. that is awesome. strong. you got the basic, and you got the beefy. i just think it looks mean. incredible. no way. start your year off strong a new chevy truck. get a total value of over $9,600 on this silverado all star when you finance with gm financial. find new roads at your local chevy dealer. there is something of another merger monday here. we have a few deals. they are announcing it will by gino therapeutics. sending gino soren this morning up at nearly 30% in the premarket and that aig has come up with an announcement of their own. plans to acquire bermuda -based insurance company. it reverses the of the crisis of getting smaller for aig. we are joined by citibank. john and i were talking about earlier after tax reform we do start to see more companies state you know what maybe we can buy someone else. i think it will continue for so

hall l halliburton shares are up 6% to 56.40. and wynn resorts helped overall reverend nu revenues and earnings growth. it jumped 8% finishing the day at 195.23. >>> the insurance giant aig is property property and casualty reinsurer for just under $6 billion. the deal would expand its reach in the reinsurance market and add to earnings. aig shares fell fractionally to $61 evening. >>> the health care company array bio pharma is promising results from its study that tested the effectiveness in treating colorectal cancer. is resulted in an unprecedented progression-free survival and response rate. shares took off at 18% to 1556. >>> french drugmaker sanafee is buying a company for more than $11 billion as it expands its portfolio. shares fell 3% to 4320. meanwhile, bioferativ was up to 103.79. and celgene has agreed to sell a company that gives them access to gene therapy cancer treatments. shares were up a fraction to 102.21. >>> towns and cities across the country are getting hit and hard by the flu. but some big companies are d

and even and even clinton who got during that time who got those contracts by the way was this halliburton or who was getting the contracts to do these things to build what is there on the existing border. well with the existing border so when you look at the border wall that exists right it comes out of the secure for fence act of two thousand and six that is when you're looking at dramatic increases in the border budget coming in the post nine eleven era. that's so in the preexisting border there are lots of different you know sub contract things that was done by customs and border protection one of which as you just mentioned was a subsidiary of halliburton k.b.r. kellogg brown and brown and root who got a contract for to maintain the border infrastructure of the fed and the wall infrastructure but also along with the wall building in two thousand and six to two thousand and nine approximately there was another program it was called the secure border initiative. net which was the principal program was that create a virtual wall of intense high tech surveillance technology the first comp

halliburton is great number and taking advantage of amazing resources that congress is not taking awayi think tlas senhat there is a e that the u.s. government is a second rate. >> all right, very true. >> lets get to a couple of deals this morning that we should. >> sure. >> we'll stick with the ones that's in the biotech industry two big deals, celgene is buying june know. it is a little bit over $9 million and sanofi bying bioverativ, that's 11.6 billion in cash. lets start with celgene and going through some of the math for you. it is going to be diluted to ips in 2018 of 50 cents a share and expect for it to be additive and what they are calling incremental. there are reports of this. and friday's close despite there were plenty of reports out there. transaction of juno of someone saying 2.9 times peak sales number, otherwise 4.4. it depends what uses your peak sales number we are talking about blood cancer that's been a focus for celgene and getting deals done of what it seems >> look, they're trying to avoid what i see happening in oregon which lost their key drugs oregon going

we have big names coming out like halliburton and netflix and texas instruments.re reports out there of possible breakup of general electric. the beleaguered stock is down 40% in the last 12 months. it will be reporting earnings wednesday. next week i'll be live from the world economic form in davos, switzerland. tune in for a one-hour special edition of "wall street week." plus i'll see you sunday morning. catch me live, 10:00 a.m. eastern. that will do it for us on "wall street week." i'll see you next time. >> i'm bob massi. for 35 years, i've been practicing law and living in las vegas, ground zero for the american real-estate crisis. but it wasn't just vegas that was hit hard. lives were destroyed from coast to coast as the economy tanked. now it's a different story. the american dream is back. and nowhere is that more clear than the grand canyon state of arizona. so we headed from the strip to the desert to show you how to explore the new landscape and live the american dream. i'm gonna help real people who are facing some major problems, explain the bold pl

we have big names coming out like halliburton and netflix and texas instruments.eanwhile there are reports out there of possible breakup of general electric. the beleaguered stock is down 40% in the last 12 months. it will be reporting earnings wednesday. next week i'll be live from the world economic form in davos, switzerland. tune in for a one-hour special edition of "wall street week." plus i'll see you sunday morning. catch me live, 10:00 a.m. eastern. that will do it for us on "wall street week." i'll see you next time. >> i'm bob massi. for 32 years, i've been practicing law and living in las vegas. i help people with all sorts of real-estate problems, from trying to save their homes to closing major deals. eight years ago, 6,000 people a month moved here, looking for employment and affordable homes. little did anyone know that we would become ground zero for the american real-estate crisis. now, it's a different story. the american dream is back. we're gonna meet real people who faced the same problems as millions across america, and we'll dive deep into a

names like halliburton and schlumberger. liz: a dangerous my craze that has consumer products giant proctor and gamble scrambling, viral videos of an internet challenge daring teenagers to eat tide laundry pods for fun we've got the details and also the senate just passing the short-term spending bill ahead of the house that vote could happen this hour we are monitor ing it but first newly- released text messages between fbi officials peter strzok and lisa page suggest they knew in advance that hillary clinton would not face any charges over classified information found in a private e-mail server. american senate for law and justice will join after this to jim comey and loretta lynch know ahead of time as well after this don't go away. let's begin. yes or no? do you want the same tools and seamless experience across web and tablet? do you want $4.95 commissions for stocks, $0.50 options contracts? $1.50 futures contracts? what about a dedicated service team of trading specialists? did you say yes? good, then it's time for po

in the last month, it did flip the paper we've seen, you look at exxon, halliburton. today, it's folki infocusing ons themselves the oih and 23,000 of the july calls being puchlsed for about 85 to 88 cents pretty aggressive buying it's interesting because energies had this great run. a lot of folks looking obviously today saying you know what, there's more to come and the services might be the place to be i use this as an opportunity to take off many of my energy trades that i'd had on, but i likeded this one, so i added the oih today. that way my exposure is still in energy at least to some degree so i like what we're seeing here it's way out to july part of a spread i liked seeing that, so i'm in this trade and probably be in there all the way to the july u eck appreciation >> thank you very much mario, what do you make of energy recently? is this oil come joaquback for ? >> part of it is preparing the pipeline for your ipo. you've got the russians and saudis getting together. cutting back production. induce iing the pipeline it's like pipeline stuffing when you had

deutsche bank positive they seem to have their budget. 6% for halliburton. that was a great move. energy was a big leader. back to you guys. david: thank you very much, nicole. liz peek and jason rotman, managing partner of lido isle partners. again the markets didn't car at all what was happening inside the beltway. but clearly better to see something passed that meant the government would reopen. >> everyone anticipated it would be a pretty short shutdown. in past shutdowns including the one under obama that lasted 17 days there was no marked impact on the economy. so i think, yes, basically the market shrugged it off, expecting it would not last long. expecting it wouldn't have much impact. david: jason, the focus now condition be clearly on froing the economy even more. making sure the deregulatory moves made in the first year of the trump presidency will be continued? >> exactly. there is a couple of big factors at play. obviously everybody knows the tax cut factor is huge but even to be more granular than that the repatriation benefits really haven't kicked in yet. it is rea

responsibilities were part of a contract that was held by kellogg brown and root which was a subsidiary of halliburton the company once run by dick cheney vice president dick cheney during the bush years the story about how how bird and take your got these no bid contracts really has not come to light enough i know from some depositions testimony and some of the litigation of involved in the or contract was allegedly negotiated over a couple hours over the phone for a multibillion dollar contract worth k.b.r. was the only company that was allowed to actually get it. are the mainstream media intentionally gaslighting the public against president donald trump the reverse appears to be equally true trump does with style gaslight the media what kind of body politic is this creating has the us become a collection of hysterical drama queens. going to have a return of this indulgence system where people will pay the technology lords the technology. huge bucks to keep them out of hell and hell will be technologically created in your mind by serving a one thousand year prison term so ya they bill gates the wor

responsibilities were part of a contract that was held by kellogg brown and root which was a subsidiary of halliburton the company once run by dick cheney vice president dick cheney during the bush years the story about how how burton and then k.b.r. got these no bid contracts really has not come to light enough i know from some depositions testimony and some of the litigation of involved in the recontract was allegedly negotiated over a couple hours over the phone for a multibillion dollar contract work k.b.r. was the only company that was a while. to actually get it. young children have worked in bolivia for generations almost three quarters of a million doing so today. this culture led to the development of bolivia's new liberal and highly controversial children's code in two thousand and fourteen which gave children as young as ten the right to work under certain circumstances much as anything this. is all news. eat but without the end all. of the things years. but there are hundreds of thousands of children in bolivia operating completely outside the local. mining work is strictly forbidden by th

dick cheney and halliburton alone got thirty nine billion from the iraq war quite the windfall so congratulations this is been your war on terror you're coming from the physical alex jones guy here but i think the war on terror has been about oil money and power. was. ok you can't just come out and say that to people or else we wouldn't support it we would freak out right if you got to find something else in a say a differently it's kind of like a close talker you can't just go oh are your faces so close to my face what is happening right you have to find new ways for change or eating or something and get them to back up. so as to move rock'n'roll last winter's day oh cars like william kristol paul wolfowitz and richard perle who were dr who were the driving force in pushing for the war in iraq understood if they wanted to sell war americans needed to believe the conflict was about values not interests and these neo cons which are both democrats and republicans now have made billions off these wars and they're the ones funding congress to begin with but general mattis disagrees and this is a nati

why don't you kick us off here is this all a halliburton effect in the market today?rnings thing? i think it's one of the best places in the market in terms of earnings what do you think about the sector >> i think it's an underpositioning reason behind it ultimately, this is a massive pain trade if you look at the value growth from the fourth quarter last year and the way energy rallied and took off, a lot of the funds that participate, dedicated energy funds, they didn't participate in that real upside with energy. there's a lot of underexposure they came in on their books with this year. they're seeing a big catch-up. i think this is a pain trade and i'll tell you why. i look at the flows in our desk, pain trades don't occur in the institutional trades right now i wouldn't be chasing it here. i would prefer to be short, let's say, the xop as an expression on that. >> so -- >> grasso, go ahead. >> so, i can't argue with anything david has said. it's obviously the weighting and s&ps at extreme lows compared to tech being at extreme highs in the overall weighting. you

other than a moral bankruptcy and fear the ruling elite won billions of dollars dick cheney and halliburton alone got thirty nine billion from the iraq war quite the windfall so congratulations this is been your war on terror you're coming home from his boil alex jones guy here but i think the war on terror has been about oil money and power. of god you can't you can't just come out and say that to people or else we wouldn't support it we would freak out right if you got to find something else in to say it differently it's kind of like a close talker you can't just go oh are your faces so close to my face why this is happening right you have to find new ways for change or eating or something you know kind of gets in the back of so so as to move rock'n'roll last week if didio cars like william kristol paul wolfowitz and richard perle who were dr who were the driving forces in pushing for the war in iraq understood if they wanted to sell war americans needed to believe the conflict was about values not interests and these neo cons which are both democrats and republicans now have made billion

of halliburton he left. with twenty million dollars worth of stock options from nine eleven till two thousand and nine and those stock options quadrupled in price he made about a billion dollars off the war there's a great if you change the phone defending the woman he is no longer being interviewed i think the american enterprise institute he's seen as you would be a disaster these things who are we you know a. good home a number. of units one for the united getting into his work for home over these hundreds of millions of dollars next to the. u.s. military contractor k.b.r. is under legal fire today over real fires in iraq the firm is charged with causing illnesses from massive burn pits used to incinerate garbage there. veterans who are now suing k.b.r. because of their what they believe service connected health interests say that k.b.r. short cut it didn't install center raters when they should have had burned all this hazardous waste when it was a guess the o.t. regulations to do so and as a result they

of halliburton he left. with twenty million dollars worth of stock options from nine eleven till two thousand and nine and those stock options quadrupled in price he made about eighty billion dollars off the war there's a great usu the cheney. defending the woman he was on for about five minutes he's being interviewed i think the american enterprise institute and he said it would be a disaster the fast be spent the civil war we have no exit strategy oh no i'm for you say the only advantage in this well for united do you do this is work for however nation hundreds of millions of dollars you see you know next to that in the means of you know. u.s. military contractor k.b.r. is under legal fire today. real fires in iraq the firm is charged with causing illnesses from massive burn pits used to incinerate garbage there. the veterans who are now suing k.b.r. because of their what they believe service connected. injuries say that k.b.r. short cut it didn't install generators when they should have had burned all thi

halliburton, which makes about 55% of its revenue from north america, is benefiting from higher us productionproduction, which is expected to surpass 10 million barrels per day in the month of february. joining us is shaun port, chief investment officer at investment management company, nutmeg. good to see you. let's talk about the us federal shutdown. last time it happened in 2013, it closed 1a days. so far we are only going a couple of days. it cost the us economy $2 billion in lost productivity. that is not what few wa nts to productivity. that is not what few wants to see happening? but it is a political stalemate, not about the economy, it is pure politics, particularly in the republican party. it's not necessarily republican against democrat, it is within the republican party. there was a hit to the us economy, but not really material when he think of the size of the economy, and bearing in mind the big tax cuts coming in and potentially more infrastructure spending. the us economy doing well, this is a bit of a road bump. explain what it means for the day—to—day, what does it mean for

wars other than a moral bankruptcy and fear the ruling elite one billions of dollars dick cheney's halliburton alone got thirty nine billion from the iraq war quite the windfall so congratulations this is been your war on terror you're coming home from his boil alex jones guy here but i think the war on terror has been about oil money and power. but. you can't you can't just come out and say that to people or else we wouldn't support it we would freak out right if you got to find something else in to say it differently it's kind of like a close talker you can't just go oh your face is so close to my face why this is happening you have to find new ways for change or eating or something you know kind of gets in the back of. so as to move rock'n'roll last week today oh cause like william kristol paul wolfowitz and richard perle who were dr who were the driving force in pushing for the war in iraq understood if they wanted to sell war americans needed to believe the conflict was about values not interests and these neo cons which are both democrats and republicans now have made billions off these

we are looking at halliburton up nearly 3.8%. beat earnings by 13.6%.argins from fracking nearly quadrupled. 1.62% on an upgrade to outperform and finally a u.s. deal at 1.6%. not exactly a ringing .ndorsement the firm is saying that the u.s. equities will continue to rally. mark: ubs kicking off the earnings season with a mixed bag of results. the bank announced a share buyback of fresh financial targets. muffy spoke with manus cranny in zurich. >> we are able to continue and refine and retool our capital policy. -- by 8%.hat we are we announced a share buyback -- that is the highlight. why are investors underwhelmed by what ubs had to say today? are a few stories for today. buybackounced a share which is tiny compared to ubs's market cap. what was most underwhelming is the operating performance. margins are falling. this is a selection of low to negative interest rates in switzerland and the eurozone. obviously there are compliance costs. i think that was one of the main reasons for the stock drop. the share buyback and the announcement of this was pr

monday we learned from halliburton. just today's slumber reported a good quarter but some people found issues to knit pick. get ready from none of that nonsense they are going to blow away the numbers. we get the results from netflix, anything hotter than that stock? everybody believes the quarter is going to be incredible. i have hardly ever seen wall street so universal excited about a stock. they all need to be better than these elevated expectations that we have seen ratcheted day after day. somehow i think netflix can do it making high yielding stocks look less attractive. proctor is a work in progress. i think that a lot of good stuff can happen but the numbers can't be enough to satisfy those ininstant success. you just have to hope that you get some kind of price breaking between monday and tuesday so you can buy either one on wednesday i expect fantastic numbers. i am talking maybe best in show from united technologies this industrial is firing on all cylinders. we are going to hear from stanley black & decker

halliburton crushes the number you blink you miss the whole darn thing what else? get this, another one that came at you like i did everything, i am talking goldman sachs. goldman sachs reported last week its stock was slaughtered as to what was perceived to be a weak quarter. and not a lot of volatility. yeah, not enough volatility in the markets for goldman's trading ability to earn its keep this business is about reinventing itself i saw goldman reinvent itself when i worked there on the fly in the mid-'80s. boom, fell on hard times same with real estate. the company just put other divisions into overdrives and beat the numbers, and beat the numbers. and it was private then. the rest of goldman's businesses are on fire. not like they need to do that much reinventing my advice last week was that you should wait two days after the quarter announced as the window opens and then you buy now the window is closed boom, off to the races, up five bucks. i think it is possible that goldman could apply to amazing trading abilities. you are going to miss a ten point move l

excluding those charges and other one-time items, halliburton posted its first fourth-quarter profit.c since .14. that is your latest bloomberg business flash. up more.hemont picking that is next. this is bloomberg. ♪ vonnie: visitors "bloomberg markets." -- this is "bloomberg markets." i am vonnie quinn in new york. mark: i am mark barton in london. m&a monday and in a show us strength, aig agreed to buy bermuda for $5.5 billion. celgene agreed to buy juno therapeutics. in the online retail space, richemont agreeing to buy yook. breaking us down is mad anuel. manuel: it's been a hectic beginning of the year and end of last year. it has really been a busy start .o the year mark: mark: health care seems to be a focus. manuel: 2016 was a bit of a bumpier year compared to previous years, which was just completely madness. last year we had a bit of a break and this year seems that ceos are still very confident would that be tax reform or thinking about it for a while. now is the time they are executing. who knows? the fact is we are opposed to see a lot of deals here. it's a good start. v

halliburton should do well as there is still drilling. not as much as you might think. if general electric were so desperate to raise cash some would be -- the markets figured out that this business might be the first thing ge sells. most likely the subject of a fire sell. i think it should be sold in pieces. i say no thank you. i'm stubborn and i have dug my heels in on slb because the down turn in oil the whole way. now he changed his tune calling for an upyear because producers need to invest to maintain same level of production. he made that call when crude was low 50s. stock was right around the levels so you haven't missed much. we know from last year that the big oils no longer trade together. there was tremendous disparity. investors said chevron. something the company decided is beneficial to the profits. exxon is well behind the group. you don't need too many winners. it's not worth buying the bad with the good. how about the independents any companies with great oil growth will work. as they fit the profile. finally, with all of these levels the best position

i can't have stocks of exxonmobil, halliburton -- they leave you way to exposed that could overwhelmthe whole group at once. many professionals don't like to be diversified because of the bizarre way that monday amanageme -- money manage went works in this country. a hedge fund manager can market himself as a huge success, get profiled by every magazine, raise tons of capital from unsuspecting investors who don't realize how much risk they're tareki taking on. you always need to do your homework it may not be exciting or sexy, but this is the routine stuff that prefotects you from monste losses down the line mike in south carolina >> caller: hey, jim, it's mike from south carolina. >> thanks for calling. >> caller: i'm a new investor, how many stocks should be in your portfolio i have about 30. is that enough or not enough? >> if are you a real stock junky, you can take on a lot more it's really not that big, but ten is about the maximum that most people can do don't do more than that because you won't be able to do the homework let's go to roberto in texas >> caller: hey, jim, booya

dick cheney was the ceo of oil and gas giant halliburton.he council's last meeting was in september and the speakers included energy secretary rick perry, previously on the board of two oil companies. sonocco and energy transfer partners and interior secretary ryan zinke fresh from the board of oil pipeline company key west energy. why don't they just be open about it and move the federal government to houston? that would make life easier for byron brown. who is that? i will tell you. he was senior council to the senate committee on environment and public works, and then last year appointed to a team at the environmental protection agency reviewing regulations affecting oil and gas companies. helpfully, his wife is a senior lobbyist for a major oil and gas company, hess corporation. how perfectly swampy. speaking of that senate committee, environment and public works senator john barrasso became its chairman last year. in the 2016 election cycle before barrasso became chairman, he wasn't in the top 20 of senators who received contributions f

. >> you had a major breakout in oih and in halliburton and schlumberger >> it's not bad. >> sure, but when i go back to the xle over the last five years, it's up 2%. that's the hesitation, where the subsector of the stocks -- >> in the last three months it's up 18% >> you could have found bargains in refiners or other places. large integrated names have not participated >> let's move on >> let's >> we can ask john about oil we'll bring in one of wall street's biggest 2018 bulls, john, happy new year >> thank you, happy new year to you as well. >> you stay to stick with what's working. they pay you the big bucks to come out and say stick what's working? >> you also have opportunity to tweak as we go forward but right now, our favorite sectors, and i'm glad to hear what you all were talking about, materials, industrials, technology, consumer discretionary and health care. that's five sectors of the s&p 500 we're rating outperform. relating to technology, we're slightly underweight tech, it's 23, 24% of the s&p 500 weighting. that's a lot of exposure unless you're just dedicated to techn

drilling company like halliburton just another one starting to pick its head up. don't think you're chasing those stocks. a couple of bank stocks i liked, moved up, still have a lot more potential, bank of america and citigroup. those are four names that i think you could at least take partial positions in. melissa: how cold is it in minneapolis? >> last i looked it was a minus 3. liz: so don't look, ralph. great to see you. happy new year to our good buddy, ralph acampora. [closing bell rings] ralph sees a new record for the dow, nasdaq and dow transports. it is time for "after the bell." see you tomorrow. >> we're kicking off 2018 on a high note here. 100 points on the dow. same on nasdaq. really good day. you thought 2017 was really good. it rolls on, inching closer on the dow. nasdaq as i said both closing, get this, david, at record new highs. i'm gerri willis. in for melissa francis. david: looks like you brought us into triple digits. you can talk your way into it. i'm david asman. so happy you can be here. this is "after the bell." before we move on, show

>> well, just some of the names that we just heard, like halliburton, that still has a lot more to go name that i mentioned like exxonmobil, big blue chip dow stock, a lot more upside potential. i would start making positions in those and the banks are not ahead of themselves yet bank of america, heck, buy it, and put it away. warren buffett said put it away for five years he's absolutely right. come on, guys, we got a lot more to go. my near-term target for the dow is 25,900. i think we're going to do that very easily. my secondary target for the year is 28,700. i think we're going to do that, guys >> i was just going to ask you if you agreed with the president that next up might be dow 30,000, but we'll get ahead of ourselves here a little bit. >> well, 30,000 is, what, 20% from here? hey, bill, that's a $20 stock going to $24 why not? >> why not, indeed. >> i'm wearing my red stie, i'm very bullish. >> very good always good to see you, ralph. sit down and stay calm thanks for joining us. >> thank you. >> dom, see you later. >> you got it. >>> 30 minutes left in the trading session.

. >> energy, halliburton, big buyers again today, it's going higher, giddy-up >> emerging markets are grasso? >> the stock i'm doubling down on is square, you've heard me mention it before. the credit suisse bubble popped, now it's ramping up again. >> be safe in that store there, mel. >> bomb cyclone. >> bomb cyclone. micron is a bomb cyclone that's a good thing. i'll tell you what happens afterwards >>> i'm melissa lee, thanks fo ♪ >>> my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now >>> hey, i'm cramer. welcome to "mad money," welcome to cramerica other people want to make friend, we just want to make you some money my job is not just to entertain, but to educate and teach you so call me at 800-743-cnbc. how many times have i told you that the

seen it in axon and halliburton and you go down the run.e've seen it every single day and energy and metals very, very aggressively bought. i'm in these and will be probably for the better part of the next two months unless it moves faster >> mentioned that energy is the leading s&p sector joe, good timing you had when francesa was here and rolling out some of the names in the space. >> and jeffrey gundlach talked about this and was spot on you'll be looking for an opportunity in an environment where you believe growth will continue to be stable. >> there you go, the gough political stu -- geopolitical stuff the guys wrote on the board. >> weather working for you and demand and opec playing nice and so forth you've got a perfect storm for energy right now. >> paper asset demand and that's the singular component of this that has been missing from the energy story over the last year, and i think it continues. >> doc, what have you got for us >> judge, take a look at this up texas instruments, txm they come scrambling in, there's the stock. >>

wasn't the end of her dramas as halep injured her ankle which required treatment in the second set halliburton's of the courts and had little trouble seeing off for australian opponents from there she won seven six six one. maria sharapova has got her campaign off to a winning start as well the five time grand slam champion beat germany's tatyana maria in straight sets to reach the second round the russian winning it six one and six four it was her first match at melbourne since failing a drugs test at the twenty sixteen event that led to her being banned for fifteen months of form a f one driver who suffered life changing injuries in a crash seven years ago has been given a chance to return to formula one robert cubits who drove for both b.m.w. selby and renault has only partial use of these right arm after a rally crashing twenty eleven but the pole has been signed as a reserve driver for williams next season after three successful tests last year kibitzer won the canadian grand prix in two thousand and eight. everybody's counting their victories podiums or race finishes for me there ought to

we had earnings from halliburton.pany beating estimates by 7 cents on bottom line with quarterly profit of 53 cents per share. revenue also beat forecasts. the company made some up beat comments about the coming year citing more solid commodity pricing. halliburton shares up 2% premarket. anthony noto may be leaving the company. noto is in discussions about taking the ceo job at social finance, better known as sofi. it's unknown if he will leave twitter. still, a big executive at that company. >>> celgene is buying juno therapeutics for $9 billion in cash >> talk about a merger monday. you're getting celgene and juno this morning worth about $9 billion in total. $87 a share in cash. that's for the rest of juno that celgene didn't already own in 2015 they had bought 10% of juno for $93 a share it's interesting to look at what they're paying for the rest of juno, $87 a share. not quite getting up to that same valuation c celgene investors should be happy they're not paying that much for it. they're using the patient's o

we also saw halliburton up.ou.ank through, ites me looks like the house has the necessary votes to pass the stock cap funding bill. no confirmation yet, but again getting much closer for the spending bill to hit president trump's desk. we should have less than 30 seconds left on the vote right now. let's bring in our reporter. surprise,is is no given the fact we saw what happened with the senate and house. where we stand right now it comes to immigration because that is going to be the key issue the next three weeks? >> the house is still voting. the bill will go to president trump who is expected to sign it and this gives three more weeks for more negotiations on immigration and other issues such as disaster recovery funds and budget spending. the immigration is a sticking point and president trump already met this afternoon with a group of republican senators senator, lindsey graham, who has been trying to go hemise said the way to believes is not to try to put together something that will barely get 60 votes,

. >>> better profits at the oil services firm halliburton driven by strength of oil in north america.. >>> we have three big deals to tell you about. celgene buying the biotech company juno therapeutics. s. the french drug-maker sanofi is buying a drugmaker for more than $11 billion. i think that is a bullish signal. state on the market. bring in jason rotman, head of lido isle advisors. jason this shutdown is having little or no effect on the market. i expect this to continue. how about you? >> the only effect really which has been minimal has been on the bond market. yields have been trending higher over the past few weeks. over the weekend heading into sunday evening you know the bond futures were open. the prices went lower, yields went high ear little bit, maybe a small stick in the confidence of bonds. they went right back up. the stock market is basically even today. i think overall the market is going to be quiet looking ahead at the fed meeting which is next week. we'll see what netflix and various earnings do this week. nothing is that bearish so far. stuart: jason, hold on

retailers, kohl's, up 19% between the run 2,6 hrn a00 and0 halliburton, and up.at some of the moves. we want to find out whether or not we are seeing that kind of rotation happening remember the big names apple, facebook and amazon market up roughly 4%-ish in that time apple lagged facebook, up 2%. amazon, 4.5% more market performer. michelle, talking about leadership, these stocks mattered the most but the smaller cap stocks in the s&p are producing the biggest gains percentagewise. >> seen this as the old school stocks. >> yes. >> right light a lot of -- >> industrial names. energy. >> exactly retail. >> right. >> cool. thanks, dom. >> you got it. >>> president trump weighing in, taking -- a lot of credit for the market rally eamon javers has more. >> hey you heard all the guys talking about the new highs on the dow one of the things we're seeing at the white house, is the fred, president, a president who likes to talk about the dow. haven't seen that before and making a call where we're going from here. take a listen to this tape. >> we broke a very, very big

only event besides positive developments on earnings front, companies like halliburton coming out with better than expected numbers, interest rates holding steady, we're very early on in earnings season. get netflix later on. td ameritrade, big names after the bell. this potential end to what would end up being about a three-day government shutdown, i say potential. looks that way in a key vote going on in the united states senate. let's say this didn't hurt matters any. more "coast to coast" after this. how do you win at business? stay at la quinta. where we're changing with stylish make-overs. then at your next meeting, set your seat height to its maximum level. bravo, tall meeting man. start winning today. book now at lq.com every day we hear from families who partnered with a senior living advisor from a place for mom to help find the perfect place for their mom or dad thank you so much for your assistance in helping us find a place. mom feels safe and comfortable and has met many wonderful residence and staffers. thank you for helping our family find our father a new home. we espe

they include caterpillar, chevron, boeing, home depot, halliburton, among many others.rector at point bridge capital and he runs the etf i know i read your stuff. you are bullish. you're saying right now we go up 10% on the s&p by the end of the year, is that correct? >> actually i'm bullish into the summer. i think we could do 10% into the first half of this year because of tax cuts and economic policies president trump has been pushing. stuart: do you think the tax cuts and these policies of growth, they're strong enough to give us another 10% on top of what, the 30, 35% we've already had for the s&p? >> i do. although, you know the elections in november are going to be key. i think we could see a pause this summer and volatility to the downside, people are focusing whether or not the republicans hold the house or the senate. stuart: how will you structure your fund if you think there might be a pull back in the summer? what would you do now. >> one of the things we've done is, this fund is really an alternative for the esg or socially responsible investing fund out t