thanks so much for that update going back to shawn reynolds.ou are taking a look at unconventional oil play and back in as well as the basin. which stocks do you like the best? >> the two that we really have big ways and the pioneer and sim rex. pioneer is a pure play and we have been producing for hundreds of years or 100, not hundreds. there is a renaissance on horizons and they have a very, very good position. sim rex is more diversified, but both of them have the ability to add significant reserves. just big quantum chunks over the next several years and that's what is attracted to us. >> the top picks, does that reinforce the story and so much attention on gas, it almost meat them that much more profitable. is that something we can continue to follow? it seems too simple. and again, how much offshore exposure do you think we should be looking for or do you think we should go for the guys that are much more conventional? >> i think there is a dual approach. unconventional oil is big and profitable. we saw that in the halliburton numbers and

. >> on fast money, coming up, shawn reynolds tells us where he is finding opportunities in energy.ming up. "fast money" 5:00 p. eastern time. >> what else is coming up on "fast money"? melissa? >> we are tracking the winners and losers and following the conference calls of qualcomm and ebay and american express and yum brand. digital media is a company responsible for bringing tupac back to life. we're going to get the lowdown from the company's top official there whether or not tupac will actually go on tour this summer. >> there's a lot more u.s. economic data and earnings data on tap for tomorrow. >> the biggest margin moving event could be overseas. up next, we'll tell you what it is when we round everything that you need to watch for coming up tomorrow right after this message. carfirmation. only hertz gives you a carfirmation. hey, this is challenger. i'll be waiting for you in stall 5. it confirms your reservation and the location your car is in, the moment you land. it's just another way you'll be traveling at the speed of hertz. you won't just find us online, you'll also f