I expect to see energy continue to pullback, says Karen Finerman. If you’re looking for a long trade put RIG (RIG) on your radar, but I’m not a buyer yet.

Speaking of pullbacks, I expect Schlumberger (SLB) to pullback more, adds Guy Adami, as well as the OIH (OIH).

Speaking of pullbacks, I expect Schlumberger (SLB) to pullback more, adds Guy Adami, as well as the OIH (OIH).

Seymour says the rotation to commodities is broader than energy, saying it will include sugar, ethanol, steel and coal. Najarian agreed, saying stocks like Freeport McMoRan(FCX) and Fluor(FLR) look cheap with plenty of upside left.

Seymour says the rotation to commodities is broader than energy, saying it will include sugar, ethanol, steel and coal. Najarian agreed, saying stocks like Freeport McMoRan(FCX) and Fluor(FLR) look cheap with plenty of upside left.

With the integrated oils reporting earnings next week, Christopher Zook, chairman and CEO of Caz Investments, offered his assessment. He said he expects "eye-popping" declines year-over-year and tepid outlooks. He said he likes the oil services names better than the integrateds, noting one way to play it would be with PHLX Oil Service Sector (OSX).

Tim Seymour suggests long TOTAL (TOT) because “it has a great dividend yield and integrateds look cheap as compared to the S&P.”

Steve Grasso recommends long Chevron (CVX) as “the best production growth of all the super-majors.”