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CNBC Fast Money Halftime Report March 4, 2016

Work best in the months ahead . That debate fwins right now. Pete is that where you want to be . Since january 20th. Nnch is up 16 . Material versus been ripping and industrials up 11 and transports up 15. For a long time we like the transports and its taken awhile to get back into the whole energy world but because so many addressed the major issues going on with their Balance Sheets to be able to adjust to the new world which is hey at some point in time theres going to be acquisitions being made in this space but im not stuck on the idea that theyre going to buy whole companies. A lot of these guys are going to be looking for assets and thats why they want to have this Balance Sheet in place. Look at the out performance you have seen. Conoco phillips. The out performance of those that made the very difficult decisions. Go back to kmi and take a look at what that stock has done. Look at the moves on the screen right now. Theres a big time short squeeze going on in the energy patch. N

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