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tso gets $80. if oil you think is back on its way to $55, you play the levered names like an ana darko petroleum. >> one of the things i point out, you talk about refiners. one of the big things we saw brent trade over west texas, usually we had a glut of crude, in cushings, mid-content refiners were able to benefit from that. now we see the pipeline project looks like it will go through. where is that going to be deliberating crude to alberta? the illinois refiners, refiners in cushing, oklahoma. now a lot of that can stream down to the gulf as well. so i think both of those stares. >> i think it's trapped there. >> really? you have all these, it's again racial buy here. >> i mean, first of all, think about it. there were two things that were guaranteed when this year began him you have to own fnlts, because interest rates are going higher, total disaster t. second was crude is set up perfectly at $52 a barrel. opec is now on board. it's off to the races, total disaster. sometimes consent is great

if you're looking for a trade, tso against $80 is interesting.f you think oil is on its way back to $55, you play the named like anadarko petroleum, apc. >> you know, one of the things i would point out is that when you're talking about refiners, i mean, one of the big things that happened when basically we saw brent trade over west texas is that we had a glut of crude in cushing, mid-continent refiners were able to benefit from that. now we're seeing the pipeline project looks like it's going to go through. that's not going to be an immediate impact, but where's that going to be delivering crude from, alberta, the same mid-continent area. that's the illinois refiners, refiners around cushing, oklahoma. they'll be poised to benefit and now that can stream down to the gulf as well. so i think both of those areas, refiners -- >> i think it's a trap. >> really? >> a trap. >> you have all these -- it's a generational buy here! >> first of all, think about it, there were two things that were guaranteed when this year began -- you have to own financial

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