to say that they were integrated, are not both very spemsive and have lugging around a ball and changei agree with guy. i think the places you want to be are those names. and names that have a high operating leverage. prices going higher or buy those oil economies. those things at $60 oil, make a lot of sense. >> are any stocks a lot of energy? >> if that happens, they're exporters, that would be great. i'm skeptical that it happens. >> you have to stay with the a.p. space. then they're not producing here because there are cheaper prices abroad. so stay away from refiners. it has the best acre average in the sector. >> coming up, the one tech stock that can see $20 billion shift in market capital when it reports earnings. we'll tell you why. take one. directv now. stream all your entertainment! anywhere! anytime! can we lose the 'all'. there's no cbs and we don't have a ton of sports. anywhere, any... let's lose the 'anywhere, anytime' too. you can't download on-the-go, there's no dvr, yada yada yada. stream some stuff! somewhere! sometimes! you totally nailed that buddy. simple. don't