let's bring in our panel, lee munson, larry shover, sfg alternatives, and our own cheryl casone., first to you, would you go hunting around for good stock in the oil patch? >> i would. i would look at think about it this way. you go mild to wild. xle is cheap. buying s&p components of energy. 20% behind the s&p this year. 30% cheap they are sal wages than the overall s&p and pays dividend yield 25% higher than s&p. as long as you want to speculate a little bit, hold it for a few years, i don't know if we'll be out of this little patch but i think it recovers. don't believe in the jargon of mean reversion and other stuff. it is cheap for a reason. if you can't to get crazy, buy russia. it is super cheap but you really playing at the craps table with that point. david: that is getting a little crazy but i love the options. larry, where do prices as cheap as they are right now from a long-run average when oil prices come down like this, does this indicate we'll be here for a while or is it about to change for the upside? >> well, no i think we could actually go lower. on inflation a

back with lee munson, kerry sheffield and tracy byrnes, lee, what do you think?he sell-off was overdone, i said last week friday was the bottom. we had a hangover monday. people were so freaked out and so many short sellers trying to manipulate the price of oil. oil is down by 50%, but commodities like lumber, copper, industrial metals were down double digits, we don't have the global demand problem that oil would suggest. so i think that the increase in the market we've seen is very good for the market. i think it's well received. i say you have to buy it. today you can commit capital. dave: we have oversupply of oil, the saudis continue to produce it, talking about oil in just a second. lee brings up interesting point. some of the market moves whether on the plus or negative side are not due to fundamentals. covering shorts. we're getting away from the fundamentals. >> exactly, i was a former moody's analyst, we're all about the fundamentals. 2014 has been a good year, you look a year ago, 2013 was a great year as well in terms of the stock market. i'm not so c