“You never, ever hear about the supply problem in oil. Never. But if Schlumberger's (SLB) right, we are going to go back to shortage mode, as you can't drill for the big remaining oil fields because they are too expensive at these prices. In other words, the bottom has to be self-fulfilling as a certain point. Now, this is not the case in natural gas, where so much has been discovered that you can't shut enough in to make stocks like Anadarko (APC) and Devon (DVN) and Apache (APA) huge gainers from here, although they can gain. Nor do I want to jump on the bandwagon for more than a trade for Transocean (RIG) and Halliburton (HAL) and Diamond Offshore (DO) just because SLB's up. SLB's a bad-news rally, in other words -- it was really bad -- but now people think the worst is over. While these stocks are leaders in the market, the idea that you buy a bad-news rally is the idea that the worst may be over. I don't see that being the case. Still, without more drilling, we are not going to be staying down here in oil prices. I have been buying BP (BP), which has been slammed because it trades in London. Makes sense to buy. So do ConocoPhillips (COP), Occidental (OXY) and Marathon Oil (MRO). The stocks have more upside.”

From a recent Mad Money show:"Both Sprint and Qwest Communications (Q) are too speculative for me. They might be a takeover target but I can't recommend it on that alone."

From a recent Mad Money show:"I'm no longer recommending any gas exploration stocks except for Anadarko Petroleum (APC). I also like Kinder Morgan (KMP) which is all in the distribution of gas."

From a recent Mad Money show:"This is a freight-forwarding company and I'm not going to recommend that business. I hope to someday, but not today."

From a recent Mad Money show:"Incredibly interesting speculation. If you were looking to speculate, that could be a big winner."

From a recent Mad Money show:"This is an all mineral company and I cannot touch it until I see how the Chinese stimulus shakes out."

From a recent Mad Money show:"Too risky for me. I just cannot recommend it."

From a recent Mad Money show:"Their chairman was on the show recently. This is the second best run company behind Anadarko Petroleum (APC) but I'm not going to endorse it here."