“Raymond James had a better than expected quarter back in January,” says Guy Adami and he’s optimistic that going forward earnings will also hold some upside surprises. “And I like their valuations.”

As for Jefferies, Adami talks about it all the time. “They’re hiring when most are firing,” and that speaks volumes.

“There is only one name in retail to consider and that’s Wal-Mart (WMT),” says Jeff Macke. “It’s my first, last and only play in the space for the buy and hold play.”

Macke's not bullish on rival Target (TGT). “Target is seeing problems in its credit card division and their real estate isn’t worth anything.”

If you’re looking for another retail play Zach Karabell suggests e-tail. “I think investors should be looking at Amazon (AMZN),” he says.

For me ExxonMobil (XOM) is the best energy play out there, said Terranova. The company has $31 billion in cash and their capex budget calls for $150 billion in spending over the next fives years. They’re a great

ConocoPhillips (COP) valuations looks better to me, said Adami. I think you can get it on the cheap here.

Look at Petrobras (PBR), said Seymour. Nobody is growing production like they are.