they are looking at names like big oil companies, exxon and chevr chevron, halliburton, schlumberger and more. >>> more on the taper and how it drove the dollar higher in the currency market. many economists are for a strong dollar but that may actually hurt some multi national companies while others may see a boost from a muscular green back. sarah eisen has more on the potential winners and losers. >> reporter: they are heavy weights, some of america's biggest and most recognizable companies doing big business overseas get hit by a strger u.s. dollar, and now that the fed made it's move. >> the committee decided starting next month to modestly reduce the pace, at which it is increasing the size of the balance sheet. >> reporter: the federal reserve is scaling back the stimulus and that helped lead to a stronger dollar. the value may rise eight to 10% next year. it's a double whammy for the bottom line of companies like caterpillar. take coca-cola which sexuactual gets the majority of the sales. those cokes sold in other countries are more expensive for consumers and the foreign pro

schlumberger. >> a company that hasn't had a lot of pricing power. they've struggled with it. improve a global international company. again 15 times earnings, increasing in growing earnings at a 16% rate for the next few years our analysts think with 1.4% dividend. you grow those earnings at 16%, you really got a strong powerful company. >> we're running out of time here and do i want to fit them all in. qualcomm. >> qualcomm have the chip side for smartphones and tablets and licensing side with all their patents. 3 g and 4g and $17 a share and 2% dividend at 14 times earnings looks attractive to me. >> utx and acn. >> utx terrific company. one of the best i've owned. earnings per share growth. huge free cash flow. accen turn re, terrific company, exposure to three trends. outsourcing, regulation and the cloud computing. they have no debt on the balance sheet at 2.25% dividend, little bit slower growth. five out of my ten i buy all of these myself, going buy them in the morning, at the close on 12-31. i'll let you know how i did next year. >> if you had to pick just one which

when it comes to your -- to halliburton, it's a very inexpensive stock, but i prefer schlumberger. >> are you doing? a big boo-yah from chicago. actually, naperville, illinois. how are you? >> i thought the mike ditka thing, i almost cried. that guy is so fabulous. in real life he is really nice. what's up? >> caller: real quick, i want to say hi to miss laura and my aunt diane. where do you think the stock is going to be one year from today and why, jim? >> you've got horse sense. recommended after the close today by citi. i think the stock probably could go to six. i have been behind it now for a very nice gain, and i don't think it's over because i think they're winning a lot of contracts in europe. i need to go to mark in ohio. mark. >> hey, jim. boo-yah for me and my young investment team in cincinnati. >> i love that. the bengals d better hold up this weekend. it's really important to me. what's up? >> caller: hey, tell me about accenture. >> the last couple of quarters people have been not liking it, and there's been a series of downgrades. i actually think it's a good stock. i

co yesterday and today after putting up really bad numbers and the global prices is what drives schlumbergernd not the gulf of mexico price, and i think these two worked their way higher and were buying it for the charitable trust, pending the move to spin off its equipment distribution business in order to unlock shareholder value. it's stayed subdued. i think you can easily buy the airlines. you know what? the airlines after being red hot for most of the year, i mean, really just fantastically hot, have cooled. they've stalled out. we now have the completion of the american airlines/us airways deal and the stock's only at 25 bucks. you know what? that's radically undervalued versus next year's prospects. the airlines are acting as if oil is going higher and the oil stocks are acting as if it's going down. i say who cares? they reflect radically lower oil prices that i don't think we are going to get. the airlines will soar if we get those prices, but they could rally either way. they've moved, but not of late, and they sat out the burst. same with the oils and these are the natural places

. >> why schlumberger is down and where it's going from here. >> here's the story it does trade with oil prices but if you want to be in energy and we've seen the volatility there, if you want to be in energy, be in oil service. i think the stock is okay here. i don't think it's compellingly cheap. about 15 times next year's number. that's sort of at a discount to historical levels. this is the only way that i would play energy as i said in oil service and in construction related building for energy. >> it is our trade of the day. someone shorting a big e-commerce name. should you? more half up after the break. >>> time for the trade of the day. simon trading a big e-commerce player. >> shorting ebay, we've been talking about this a little bit but next year looks a little worse. talking about paypal but bigger competition from square and google. the multi channel getting more expensive and the big concern is retail when you look at yelp, pandora, pick any e-commerce stock up over 100%, look at this up 1% year to date with more head winds coming it's a difficult environment. >> shorti

, but the north american margins have been under major pressure for the entire group, not even schlumberger which is why they're doing as well. >> when do you think they can prove? >> 2014. >> hmm. what's the catalyst? what's the catalyst? >> all three of the stocks are leaders in 2014, not laggards like josh said. intel's behind, because what you got -- >> what's the catalyst for intel? >> oh, yeah, the 40 million tablets. that's at the investor stage -- >> that's not their market. that's qualcomm's market. >> no, that's anywhere market! >> on the low end, the atom chip, they barely make money -- >> this is not about the atom chip. >> i want to hear about -- this is so controversial, i want to hear from the referee. >> from a portfolio perspective, betting on two disadvantaged tech players to come back and get it right and actually convince the market is a lot to ask, and move the needle. >> you don't like momentum and you don't like the laggards. >> i like the instinct for the laggards, but you have to mix it up. >> yeah, that's a flag. >> that's a flag. >> on behalf of everyone, thank yo

. >> lumber -- schlumberger is doing good.ng down 2 with their cash hoard -- they're going to be able to make money off their cash. apple is now down one if you net it from when they got the china mobile deal. buy apple. watch these cloud stocks. if veeva is right, salesforce.com will break down off its high. all of the veeva system is balanced on salenumber the unemployment rate drop jason furman is the chairman of the president's counsel of economic advisers. it's great to you have back. >> thanks for having me. >> your early take on these numbers. >> it's certainly good news for the economy. we're continuing to create jobs at a solid pace, continuing to bring our unemployment rate down. but we definitely have a lot more work to do. we saw decline in unemployment entirely short term unemployed finding jobs. just as many long-term unemployed as ever. that's why it's so important to be extending unemployment insurance. >> do you think there are some people who may be able to say politically different from you is because we've