What was said on CNBC:
"first up linn energy. yes it's an llc. basically a domestic driler. they're in the -- well diversified. 55% of the reserves are gas. and 45% are liquids. the stock has pulled back here to $36 a share. we figure the breakup value conservatively is between 40 and 45 and you're getting paid while you wait. you get an 8% dividend yield and this drill big growth internally of 5% to 6% and the nice thing is, even if people are worried about natural gas, their hedge for this year over $5 per mcf and $95 a barrel of oil 100% of their production."