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kinder morgan, still a lot of run to room, 6% dividend yield >> tx max, i think it's going higher >>e" starts now. >>> thank you very much, scott hi, everybody. welcome to "the exchange." i'm kelly evans. ahead we have lower claims, lower inflation and much higher stocks the dow up 513 right now, better than expected data, giving investors a reason to buy. but is it too soon to put inflation fears aside in. >>> plus, one analyst got a first-hand look at just how low inventory is at places like t.j. maxx >>> and when things are in short supply, who gets the product we'll talk t

i'd like to get your opinion on kinder morgan and what you think will happen with the stock moving forward them more expanded answer this is piggy backs tom lee's segment. why do you want to be in this space if you believe that kmod tuesday are moving higher. then you want to be in the emp space because they have upside exposure to commodity upward movement in price. if you think that you just want to get paid on an annuity with a 6% yield, then kmi is your place to be. but even safer than that, i'm going to give a would you rather in the grasso head, exxonmobil is up 56% year to date that's a more well rounded that is definitely worth his money. it is worth the money. >> tim, what do you think? >> well, i -- look, i am in there. and yeah next up, a question on fear. potentially shooting at this sam. the stock has nearly dropped off by 50% over the last year. particularly because of the lower guidance and concerning the hard seltzer business. i was wondering if you think that is a value play and they are headed to the for folio. portfolio. >> you're looking at on grabbing yourself like a c

kinder morgan, still a lot of run to room, 6% dividend yield >> tx max, i think it's going higher >> thanks, everybody "the exchange" starts now. >>> thank you very much, scott hi, everybody. welcome to "the exchange." i'm kelly evans. ahead we have lower claims, lower inflation and much higher stocks the dow up 513 right now, better than expected data, giving investors a reason to buy. but is it too soon to put inflation fears aside in. >>> plus, one analyst got a first-hand look at just how low inventory is at places like t.j. maxx >>> and when things are in short supply, who gets the product we'll talk to the ceo of overstock.com about their prep for the holiday season with the stock up 51% this year >>> but we begin with today's rally. >> this is the high point right now of the day so far in intraday trading you can see here we just hit about 71 points of the si. this does represent session his for the overall markets with the s&p 500 4,434. a decent-sized rally to start the day. that's getting a little bit of steam here as we hit the midday portion. the nasdaq up about 1.73%. an

chevron and kinder morgan, bp, halliburton, marathon, oxy, slumberge. why more conoco calls now? >> i put conoco in that category with some of the next level. i think probably a lot of people would put them up there with chevron, exxon, but they trade with more betbeta this move has been extraordinary. 38 to 83 that's a monstrous run in a year, but a lot of that has started over the last couple of months where we've just taken off to the upside almost a little bit too fast. we'll see. but what we see day in and day out just continues to be energy flow every single day, today's another great example of that. at least four of probably our first 15 or so unusual options we're seeing today are in the energy patch so i'll continue to put myself into that position i'm overloaded there sometimes it makes me uncomfortable, but not that uncomfortable because they continue to deliver. i'm going to continue to add into that energy space >> nice day for cop. this week marks ten years of halftime report on cnbc and from the very beginning, halftime has been all about real money and real debat

kinder morgan, chevron, duke energy, ppl corp and that's the part of marko's note that you said at the top of the program that you agree with overall. energy is the sector year to date and i get it's a small percent of the s&p 500 and i'm not sure how wudly owned these names are, but why do you think we should stay with these names? >> so you can see it's the best performing year to date and that's great, but to have a real perspective, you have to look back five or 10 years and energy stocks have done nothing over five and ten years which leaves them in a position today of having great free cash flow, great dividend yields on many, super low p-es they have been totally ignored for the past five years, and so even though they're up a lot today they still have really, really low valuations. >> there is an interesting ft article this morning and hedge funds cash in as green investors dump energy stocks and what it says is over the past nine months, ten months a lot of hedge funds have seen the same thing i've seen and whoa people want to think that they're in position right now to have a