i have a long-term view that heckman's good.ish people would understand that speculative stocks can go down. i believe in heck, but if you don't believe in it then get the heck out of it. >> let's go to deacon in michigan. >> deacon? >> caller: jim, a big boo-yah from the great state of michigan and the motor capital of the world. >> oh, yes it is. yes, it is. some of the republicans are fighting over the idea that it was good to keep the auto companies alive. what's on your mind? >> well, with oil and gas exploration in the shale area going wild, i'm being looking at a pipeline play. there are two companies i'm looking at. >> what is your take on this. >> i'm going to split the difference and suggest you go with kinder morgan. if they would go back to 4% yield, we'll be over it. >> let's go to mark if pennsylvania. mark? >> hi, jim. mark from pennsylvania, how about a pittsburgh penguin b-b-b-boo-yah. >> yeah, sure, why not? go ahead. >> caller: i have an interesting medical company, a revenue recovery company. hms holding. wha

heckman corp rage . >> love that dirty water .se guys fix it. >> emac natural gas. >> this is a gas of a analyst who said to buy the jockey. >> you like oil and gas stocks and in particular pioneer? >> they have a lot of drilling going on in the permian basin. they are cheap. >> sounds good. >> high, risk and high reward and i

in terms of some of those names, also we had the ceo of heckman cooperation on. he said it's going to be good. and more regulation is better for his business because he deals with the water. there's all sorts of waying to look at the fracking play. >> that's exactly what i was going to say. play it. why take the risk of having some government intervention and stoppage of it? just play it where it doesn't what happens. >> this kodiak is interesting. it's trading about $8.80. that's a stock that it had a huge run obviously earlier this year. it sold off a bit here. i think this is worth a look. >> pxd a name working. want to have a focus on the basin. that appears to be the place to be this year. not marcellus shale. >> exxon to me back in the u.s. is a place where their liquids is away from nat gas. people have underestimated exxon. this is the place that people forget about, but the xto purchase would look like genius down the road. >> all right. if you want to learn more about fracking and the industry, premiering tonight america's oil rush boom or bust. a moder