transocean just signed one of the biggest deals and i think it's a $400 million contract and i can't remember with whom, but you do wonder if what's going on over there, and oil is truly global and nat gas is more regional, but what's going on over there despite some obvious, political opposition sort of have a quiet effect where there's a wink and a nod to u.s. producer and saying maybe we need to produce a little more here so we are less reliant on this kind of stuff happening around your world. your take. >> i'm not so sure that actually happens, brian it's very clear and a lot of the appreciation in the price of oil came because of the clear policy adjustment from the previous administration to president biden's administration you had the ceos and the cfos for e and p companies and thinking about what? thinking about protecting the dividend and growing the dividend, buying back their shares and worrying about ultimately their stock price there was not this incentive to invest the incremental dollar in the well hand and grow the company. i think you're correct i think the price of

more risk return like a kinder morgan still undervalued or you can take more speculation with the transocean, as i've done. >> well, you just nailed a bunch of different names jenny harrington, here's the thing, oil prices as we said yesterday on the show, if you look at oil stocks and where oils are they tend to be up here. they're not. they're 40% to 50% below where they usually are when oil is at this price, so it seems to me, logically that one of those two things either oil stocks is wildly mispriced historically. >> yeah, i think the stocks are wild and i'm not sure and i'm just seeing if i can get a graphic up on the screen and goldman did a terrific work where they take the xle and the stocks with it and based on the share price, this is the price of oil that's incorporated into the share price and it's $30 a barrel right now so i think -- i don't think that those share prices should expect $90 a barrel because i'm not sure that's sustainable and we do know that over time our reliance on fossil fuels and diminishing, but i think we can own chevron, we own total. we own shell and a bu

najarian >> i think crude's still going to triple digits i love carter, but i'm going to give you transoceanso it would be inconsistent if i didn't go with where i just dropped the mike i'm going to go with disney because i think you're going to see a nice little pop for yourself there >> that does it for us here on "fast money. see you back here after the olympics in two weeks. options action is up next. you're a one-man stitchwork master. but your staffing plan needs to go up a size. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire dad, we got this. we got this. we got this. we got this. we got this. yay! we got this. we got this! life is for living. we got this! let's partner for all of it. edward jones ♪♪ the chewy box comes today! calm down lenny. we just ordered it yesterday. (gasp) oven baked apple biscuits! hold me leroy! biscuits!! get fast free 1-3 day shipping when they just can't wait. chewy. >>> i'm melissa lee in times square we've got a big show ahead here's what's co

1050 and 100 years i envision alaska that prepares for every opportunity and the open arctic with transoceanpment to make it the panama of the north to create more jobs and wealth and opportunity for future alaskans. and over the holidays i had a chance to take a walk with two of my daughters and her three dogs. and asked him what they see for alaska's feature. and he said alaska has so much to offer i cannot think anywhere i would rather be. i love the outdoors and have the opportunity to work at a great job. my family is here. sure i can visit somewhere else. but this is her home. all three of my daughters are shareholders of the corporation and tribal members and work at the mine the same region with airborne and spent much of their childhood. we were married there 34 years ago the first lady is from a village from the river and through the red dog mine has seen firsthand how economic opportunities and jobs have transformed her region for the better. i asked her what she envisioned for the future of the state. she told me she wants the same opportunity she had. she wants those opportuniti

that are not always actually sound but to handle the next ten and 5100 years and open arctic with transoceanents to make alaska the panama of the north. and more opportunity for feature alaskans over the holidays they had a chance to take a walk with two of my daughters and our dogs. and i asked them what they see for alaska's future. dad, it has so much to offer. i cannot think of anywhere i would rather be. i love the outdoors. or to have the opportunity to work at a great job. my family is here. and she said this is her home. all three of my daughters are shareholders and tribal members and work at the red dog line located in the region where they were born and spent much of their childhood. i met theirir mom and we were married though 34 years ago. and through the red dog mine she saw firsthand so economic opportunities transformed her region for the better. master what she envision she said she want the same opportunitiessh for everyone else that she had. that no one should be left behind urban or rural regardless of race or background and without economic opportunity or safety looking