number nine seed transocean is up against number two seed honeywell.s one. guy? >> i'm going to make this short and sweet, mel. if honeywell doesn't win, there should be investigation if honeywell doesn't win. >> into us? >> yes. honeywell's the best in breed. best industrial company out there, it's been kicking rear ends for years now. h.o.n. >> just this? or all the way? >> no, i have my all the way winner. honeywell should win this one for sure. >> all right. dan? >> honeywell made all-time highs, it's a few percent off them right here. transocean, to me, this is one where it's off 20% from the highs it just made a couple of months ago. paid a 4.5% dividend yield. if i'm going one up against the other, which the game is. >> that's why we match them up and we put them against each other. >> for this round, i'm going rig, transocean. >> all right. >> yeah, at the risk of being under the scrutiny of who it's going to be, i'm going to go with the investigation, i'm going to go with dan. honeywell has broken through the 20. i talked to aerospace and some

when will we see transocean getting to pre-oil spill levels? >> it is a tough call because he would be there if it weren't for the spill, i believe that. i think you are in great shape. i would have a half position and if the lawsuit goes really bad i'd pick the other half up because they are here to stay. i'm going to jeff in my old home state of pennsylvania. april 25th, going to villanova. what's up? >> i'm interested in what we use everyday, petroleum. it has revenue growth and book value growth. >> i have to tell you i do not understand why this stock is below $50. i don't understand why statoil hasn't come in. this company is therefore the asking. i want to be a buyer. i think you've got a horse sense. stay with cramer. [ male announcer ] they say that hard work is its own reward. but there's nothing wrong with enjoying a little extra reward. ♪ that's why southwest built a better rapid rewards program with unlimited reward seats, no blackout dates, and points that don't expire. rewards that actually reward you. we are southwest. welcome a

>> i'm a buy investor and had a position in transocean since the oil spill. like to know whenever you see transocean getting to pre-oil spill levels. >> well, that's a tough call, because it would be there if it weren't for mccondo. the group is coming back. i think you're in great for that. i would have a half position on -- if the lawsuit goes really bad, i would pick the other half up. they aren't going anywhere. they are here to stay. i'm going to jeff in my home state of pennsylvania. april 25th, going to villanova. what's up? >> i'm interested in something we use every day, whiskey lima lima, petroleum, revenue growth and book value growth. >> i have to tell you, i do not understand why this stock is below 50. i think standard oil should bid 70 for them. i don't understand why they haven't come in. this company is there for the asking. i want to be a buyer. i think you have horse sense. stay with cramer. (announcer) scottrade knows our clients trade and invest their own way. with scottrade's smart text, i can quickly understand my charts, and spend more

then you go into the secondary stocks like esf and rig transocean and so forth and it g gets there. not looking so good for these guys. if we stabilize as far as the price of crude oil and maybe even we base there it's going to be good there. >> anything that is not expected already. >> it would be, i guess, orders that have not been put on hold. i'm expecting a couple of them to actually say that orders have been put on hold as we drop. >> all right. that is the earnings squad for today. if you want to join the conversation, tweet us. herb and i will be back tomorrow morning with more updates and insights. from busser to waiter to chef before opening a restaurant specializing in fish and game from the great northwest. he'll start investing early, he'll ndome go and he'll set money aside from his first day of work to his last, which isn't rocket science. it's just common sense. from td ameritrade. >> good afternoon from boston. a little bit of breaking news. the next news briefing which we have been waiting for for almost 48 hours now will take place at 5:00 eastern time this aftern

bp, halliburton and transocean are in court defending themselves in trail on charges relating to theeepwater horizon. the prosecutors have been building the case against those oil companies. what has emerged in the trial is a pattern of companies destroying evidence related to the spill. a former engineer has been charged with destroying electronic messages about the spill. bp is now accusing halliburton of destroying documents in order to hide their role. destroying evidence is a way of shrink shrinking out of responsibility. it is against that pattern from the other nearby oil company disaster that officials in arkansas are now gearing up to take on exxon mobil, so while they are dealing with this spill physically in arkansas, while they're trying to clean up what's been spilled and trying to protect the drinking water, they are doing that, the attorney general from the state of arkansas has put exxon on notice. very publicly. the attorney general demanding exxon preserve all documents and information relating to friday's oil spill in his state. he say his expickation is that exxon

he wants something to happen with transocean. >> it's interesting, jim, we both kid about m & a andy not be predicting an avalanche, but when they do talk about an area of activity it is energy. they come back to it time and again. >> whiting petroleum was upgraded and we have these companies at natural gas at $4 that are worth more. you see another capital oil in gas and they talk about eqt. the plethora of companies in the natural gas patch and i'm not going to talk about chesapeake because that's generous, but there are a lot of companies in eog has written off natural gas. don't forget the pipelines are the biggest job creators in this country right now. i know they transport fossil fuels. >> you were talking about trying to find a hotel in one of the shales. >> it's impossible. >> you can't find a hotel. we have to stay at massalynn, it's a small town. you can't book a hotel room in this utica shale because there are so many outsiders and there are parts of the shale that are oil and that tend to be the western part and there are a lot of natural gas and liquids in the eastern