joining us now is tamar essner, nasdaq energy analyst and kevin holt, of invesco advisers. me start with you on earnings. what do you like about shell and bp? say between the two, i think royal dutch, they had weaker upstream earnings than bp. bp came in with a pretty strong upstream earnings. both have weakness in the downstream, which we saw across european and u.s. names. there appeared to be downtime and maintenance stuff that the companies had not disclosed, but overall, you saw out of royal dutch, a $25 billion buyback. bp, the dividend increase, so i think investors are feeling more confident that these oil prices are going to stay in this $50 to $60 range. alix: is it, tamar? tamar: there are a whole host of factors. the most important factor is going to be what happens with the sanctions on iran windows get imposed in november. i think the trump administration will continue with an aggressive posturing in terms of targeting zero output from iran and full reduction of those exports. if that happens, you can't have a -- you could have a real break out in prices. i th

likess is kevin holt who oil and gas stocks. top holdings, bp and chevron. dip or did you expect equities need to rerate a little? exactly good to know what they are going to do. .tocks have had a strong run to take a step back, energy has gone from 30 to 70. we still think these stocks when you look back on historical bases are discounting low 50's, $53 oil, not $70 oil. we can just get the stocks to stay around 55 or 70. which is why we think that. if you are looking at the big oil. walk me through the diversification. >> we are bottom-up stock pickers. we love free cash flow. when you look at the integrated, the capital restraint they have put in place, and they maintain the same level of capital, they are generating large amounts of deployingthey are back into dividends. we'll look at chevron to institute thereby back -- there buyback.- their everyone thinks the old oil from 10 years ago, we think tillman and team have done a great job over there to an unconventional play. thestock sells a one of lowest cash flow multiples in the group. as they get throu

kevin tibbles, nbc news, foxborough, massachusetts. >> gives new meaning that's "nbc nightly news" for this sunday. lester holt will be in tomorrow.hallie jackson. for all of us here at nbc news, thanks for watching, and good night. >>> right now at 6:00, a tense and developing situation in napa county. a wildfire growing by the minute. crosses into the bay area. triggering evacuations. >>> the news at 6:00 starts right now, good evening, thank you for joining us, i'm anoushah rasta. terry is off tonight. we begin with the developing situation in napa, solano ago yolo counties. a shift in the winds this afternoon is providing a challenge for crews battling the county fire. is now -- it has now burned 22,000 acres. more than doubling in size since late last night. and it's sending a lot of ash, a lot of smoke, over the bay area. here's where that fire is burning right here on this map near the community of gwinda in yolo

kevin tibbles, nbc news, foxborough, massachusetts. >> gives new meaning tto keeping it in family. that's "nbc nightly news" for this sunday. lester holt. i'm hallie jackson. for all of us here at nbc news, thanks for watching and good night. >>> she's like, christie, i need you to sit down. and i'm like, oh, no. this is never a good thing. your dad was shot. i collapsed to the floor. none of it made sense to me. i had to hear the wholy. >> fences make good neighbors they say. this one made for a fight. >> private property, you don't have permission. >> big sky country shrunk small by one man. >> the neighbors felhe was a bully. >> but this man refused to be fenced in. >> praise the lord for this country. >> a showdown, a shooting, and one man dying. >> he got up on his elbow, and he said, you shouldn't have done that.