give us a few names here that you like. >> well, for example, schlumberger schlumberger.lumberger has a lot of software that helps oil companies to not make mistakes about where they drill, about which fracking area they choose. i don't think they're going to pass on that if they're in the business at all still, so that's important there. o'reilly automotive that's a company that is just a fantastic, absolutely everymankind of company and they have done record earnings for the fourth quarter and for the whole year, and they are gradually spreading out over the country by purchasing other companies and integrating them into o'reilly. they just purchased a company in new england, so new england should be seeing o'reilly name a lot more often, and they built a warehouse that can service 275 stores. >> quickly before we go because we have gotten some specifics from mimi and from susan. what would be your specifics in terms of recommendations for people getting into this market? >> recommendations right now, i think anything in the data security space is very important, for ex

why not up your game and go with a schlumberger? schlumberger is a great company, whether oil is at 40 or 140. seadrill is a roll of the dice. and we don't want to roll the dice. can i go to ken in georgia, please? ken. >> caller: hey, jim. thanks for what you do for the average investor. >> doing my best. >> caller: hey, i got a big position in petrobras. should i hold on? >> a lot of times i've learned you think hey, i only have $6 to lose. if you lose the $6, it's pretty awful. i think it's one of the most undermanaged companies i've ever seen in my career. it is not too late to salvage the $6. but remember, petrobras symbols pbr, and there's only one pbr. can i go to robert in arizona? >> caller: hey, how you doing? >> not bad, you? >> caller: boo-yah to you and belated birthday wishes. >> thank you. >> caller: my question is on dell chemical. considering how flat they've been the last three months and volatility of oil prices and their income being down from 2013 their net income, what are your thoughts on dow? >> i think dow i

taking a look at stocks schlumberger up today. all the oil field services companies, most of the energy sector names are up in general today. of course, that's on the back of crude prices moving higher. also seeing the same with conaco phillips. in general the energy sector has just turned positive for the second time this week for the year. >> thank you very much. sue? >>> it's been called one of the biggest hack attacks ever. anthem the nation's second largest health insurer, hit by massive cybersecurity breach exposing information on up to 80 million people. bertha coombs joins us with the latest as does eamon javers. bertha? >> this could be one of the largest breaches ever of a health care company. anthem officials say they discovered it themselves a week ago today and contained it and alerted authorities. personal data of as many as 80 million current and former anthem customers and employees was accessed including social security numbers which are gold for identity thieves, e-mails, physical addresses, but no medical data a

and you can buy schlumberger. if you can get it in the 70s. tell you, you can buy that one and put it away. i don't think i want to be in neighbors. that's not high quality enough. liz in new mexico. liz? >> caller: hi. >> man, i've been chanting versus a grim, bleak outlook. go ahead. >> caller: i'm a second-time caller and still a long-time admirer of all you do for us. >> thank you. >> caller: my spec stock is one you thought was too much of a risk and, wait for it you were right. they made terrible moves initially. but before the end of last year they announced they had met their 2014 objective and at that point the stock rallied hard. and it's kept most of those gains until this week that corrected some. this stock is ovas. >> yeah it's been strong. it's a fertility stock and i feel like i've missed it. i was negative and i missed it. sometimes you have to say, i missed it. i missed it. jim in california, jim? >> caller: hey, jim. hey, with the price of fuel down and paying less how are they going to meet the numbers? >> that's a good poi

pioneer, conoco apache schlumberger, halliburton to downside.ger and halliburton opening to the upside a few moments ago. right now, the dow down 58 points. back to you. >> thanks very much bob pisani. talking about balance sheets with transocean an upon part of the focus at investorverizon. verizon held a conference call, the first one of the companies that made their bids and won spectrum at the aws 3 auctions that we spent a lot of time telling you about, successful auctions for the government certainly, taking in a lot of money for the treasury and first responders. 10.4 billion the number spent by verizon. less than people perhaps anticipated. dish bid aggressively. and at&t walked away with a lot of it. t-mobile small part. 8:00 conference call verizon summing up a lot of what it did, trying to explain the strategy behind it. not huge headlines but worth sharing, verizon said we may look to the secondary market for more spectrum. we'll explore unlicensed spectrum. went on to say they expect to stay on track with deleveraging plan, and that

talking about big guys, schlumbergers, halliburton, et cetera? >> less on that side.vidual oil companies. david: chevrons? >> those companies with both upstream and downstream operations, exactly. david: all right. let's look abroad if you will because this market has been sensitive to things happening abroad. greece, i just want your opinion on that. the some people say it is better if they don't get a deal with greece. if they go their own way because if they do a deal with greece, who has a marxist prime minister, who i frankly don't think will honor any commitment with austerity. if they make a deal with greece, they will make a deal with portugal, spain, perhaps italy and there will be a default. that's what i think. what do you think? >> i think greece is special case in many respects which is level of greek debt to other countries and other peripheral countries is off the scale. debt of gdp 175%. that is a very, very large number. agree with the notion it is not clear you will be able to pay that back without additional haircuts. with that i think investors are

look what happened to schlumberger, they lay off 9400 workers. five workers they're hiring of minimum wage service jobs. we're not creating real jobs because we have no more capitalist system because of all government regulation. david: john? >> of course it is a flawed and false number but i think they overstate it. i think this is positive sign, a lot of people happily hide their employment from the government. there is a lot of business startups that don't count yet. michael bloomberg was surely unemployed for some time while creating bloomberg lp. so it is artificially high. david: that might be, but, tracy usually third world companies, or countries have big underground economies, black market economies, not a country like ours. usually regulations were low enough and taxes were low enough to be above-ground there. are a lot of costs being underground. >> we know that is not true anymore. the costs being above-ground are almost worse. i find it insulting people unemployed and stopped looking they just don't count anymore. they're not even in

companies that have heavy, that are heavily influenced by the price of oil like a halliburton or schlumberger? >> well, oil service stocks usually have higher beta than oil stocks. so if you go down the most when oil prices go down and you go up the most when oil prices go up. so i would say, the large, you know, oil service stocks will do very well. the small emt stocks will do very well. the company that will not do great are the large individual companies, because usually you don't suffer on the way down and you don't participate in the rally on the way up. david: good advice. fadel gheit from oppenheimer. always great to talk to you. thank you very much. >> how can you tell if oil really hit a bottom? how about asking the man who is regarded as the most successful long-term investor in american history who has billions in energy invests? we will, tomorrow, ask warren buffett. 3:00 p.m. eastern. don't miss my one hour exclusive interview with warren buffett. it is his first interview in his 50th year of running berkshire hathaway. fox business exclusive, asks not just about energy or entir

those are starter jobs we can not replace. 9400 jobs we lost at schlumberger. we're replacing good jobs with much less paying jobs that barely pay minimum wage. it is not a good formula. although growth is there in the jobs middle class are not -- david: richard fisher started as a busboy at fees food restaurant. putting it out there. it ain't a bad place to start. the problem is when you replace a good job with one of those jobs. i know what you're saying. liz: michael cuggino and todd horowitz. we're awaiting earnings from tesla after a rough start to the year. should you buy into elon musk's dream or is it a stock stuck in truthnal? our panel debates it. david: building a reputation, that is the challenge head for nbc news and for brian williams. can he do it? can the network do it? we'll talk to the master of managing a pr nightmare. that would be robert dilenschneider. he is coming up. liz: european stocks waiver over uncertainty in greece and frankly very weak gdp in many of the nations is now the time to get in and buy? one investor thinks so. he will ma

schlumberger conoco accidental.he important thing about exxon's earnings is things fell apart in the fourth quarter, but here's the full-year earnings for the company for the last few years. 2013, 7.37. 2014 actually made more money. the prior three quarters were great. here's the problem. look at that 2015 number. $4.28 for the estimate. huh? we're talking about a 40% decrease in earnings. take a look at exxon stock. it's little wonder you're essentially sitting at a 52-week low. let's not quibble about a couple of dollars. that's where we're at right now. the other big problem is the buy-backs. exxon announced a $1 billion buy back for q1 of 2015. i'm going to project that out. if they're talking about 4 billion for the year, that's a problem. they've been reducing the buybacks for a few years. 21 billion, 2013 16. 12.9 in 2013. you're talking about a company with a market cap of $370 billion. a $4 billion buyback if that's what they're going to do in 2015. that's a rounding error. that's virtually irrelevant. it'

oil services side we still like schlumberger, most internationally focused least i would argue northrican exposed oil services company out there. so, you know there are names that we like. but on a fundamental basis, sure we think it's largely negative to neutral across the industries that we cover. the only exception midstream, a positive fundamental outlook there. >> you don't sound convinced. for all of the people who are assured that we're going back to 55 on west texas you say take a chill pill? >> precisely. you know we're looking at the ben tech energy forecast it's a sister company to s&p capital iq the crude oil forecast for wti5 51 a barrel. people have a hope in 2009 we had a really strong v-shaped recovery, why can't it be like that now? buying up oil on the basis it's a quick crisis e-viv lent of the 24-hour flu. i don't think it's going to be this time. >> the oppenheimer analyst said yeah this is a painful earnings season. we expected that. even if prices rebound to 60 70 a barrel last year the average price was at 93 a barrel. it's going to be awfully hard to compete

we've seen some of the big oiled services companies like shy sies like schlumberger. >>> if anybody iste to work every single month. that number rises sharply on super bowl monday. i thought it was particularly interesting to read some of the commonly cited excuses here's a good one. i dreamed that i got fired. i was drunk and forget which waffle house i parked my car next to. so if you've used any of these excuses -- >> no ambien excuses? they're calling it a snow day here. joe, you might want to get that list list, start using it. >> phil doesn't believe most of them. what are you going to do. >>> up next 100 generations of soul food. the food and memories that came from five family kitchens. those stories are next on "morning joe." can this decadent, fruit topped pastry... ...with indulgent streusel crumble, be from... fiber one. fiber one streusel. toenail fungus? don't hide it... tackle it with new fda-approved jublia! jublia is a prescription medicine proven to treat toenail fungus. use jublia as instructed by your doctor. once applied jublia gets to the site of infection by goin