The bull side. The biggest 50 day in the s p 500 every and Lpl Financial says if you look at rallies like this, stocks were higher 100 of the time both six and 12 months later, josh. One of the funniest things is i talk to bulls and i talk to bears. They are both saying the same thing. We want to pull back someone pointed out 97 of the s p 500 is now above the 50day which i think is as of bought as you have seen in the history of markets. The rally has broadened out as a style box being absolutely on fire all week but even with intact lets take a look at triple qs made a new all time high this morning yet not one of the fang stocks is making the new high. Thats interesting then you look at qqew. Remember, thats the et if that tracks the triple qs as though every component were the same exact waiting. The equal wait qs. Thats up 15 in the last month versus the vanilla qs ths that e only up 11 all you could say is were over bought but if thats your biggest complaint now, its not really that much of a complaint. Pete, week to date winners, right. Energy is up 7 . Financial is up 7 industrial 6 materials five this is the value quote unquote reopening trade. Employment today, you know, look, the numbers are still terrible you can start to make a case that maybe they have bottomed. You have the cnbc road back barometer. Thanks to steve for working on that had the best day since the crisis began theres a number of factors that play spinto how thats measured whats winning as carl said at the end of squawk on the street, its boeing up by astronomica amounts in the value of the week some of these stocks are surging. Ive been talk about that theme for a while now. Whether its daytoday or week to week, it doesnt matter just seeing that actually exists i think its been very important. You look at financials, look at the great move we have seen out of that. Look at where the tenyear has moved to the upside. Its not anything huge but its moved to the upside and made enough of a move that i think the financials are getting a bit of love because of that. Theres a lot of other reasons like these financials right now. When you look at the price values versus where the stocks are right now, many of these names are still extremely inexpensive. They made a comeback but well below where they were in january as well. I think what were seeing right now is people that are exploring different areas of the market scott where they want to invest their money. I think thats a smart thing i think theres a lot of things that have a upside we had some movement i think theres a lot of names when you look across a lot of these various issues yesterday i was talking about energy but not the big xle names. Im talking about the oih. Theres a lot of different elements right now in terms of the market that are moving to the upside then you look at the volatility index. You asked me yesterday about that i think tom lee was talking about if we get near 20, were getting faster than i ever expected thats been pretty interesting too. Volatility has been coming down. Its been coming down for a lot of the right reasons the movement has been big, including yesterday. A big 500 move to the upside thats a 2 move that tells you the vix should be close to 1. 5 or 2 so based on that that would put you at about 27, 28 on the vix. A lot of these things are lining up the right way now brenda, pete gives us a lot to work with here. Financials are leading today we mentioned the performance of some of these reopened trades. Regional banks is the kre. We talk about the kbe, a lot as well both are up 8. 5 week to date. Wells fargo gets an update to deutsche. We did own schwab we recently sold that. Its still a tough space to be in with rates as low as they are. Its encouraging to see the ten year yields has risen up here a little bit and i think that just adding to the equity rally that were seeing here because when you look for alternatives to equity, theyre just arent many Interest Rates are low the long end of the curve is could steepen more and that would create a short term loss in bonds the question is where do you invest money now thats whats keeping people in the equity market. There arent a lot of alternatives things are starting to look like they are getting better. I do think that over the next several weeks and months its going be a very important period of time because the overall Disease State is a very important factor and one we cant predict how that will play out. If we do see some kind of resurgence then that would be a fl negative market. For the here and now it seems like things are starting to improve a bit. Do we need michael farr for what if rates rise what happens if rates continue to rise its going to be the first time in ten years of folks that expected some whiff of inflation might be rate. Right now this feels almost too much of a good thing its been the one decision market it just goes up. In the middle of the dot com bubble folks said you got to buy it its a one decision market just buy it. There were those who said, it doesnt make any sense theres no there there underneath this is not the way old time investors invest its not the way ive grown up making money in stocks while im feeling a little bit that way, we never seen the Federal Reserve doing what they are doing now. We never seen this much stimulus we had the ecb add almost another 1. 5 trillion dollars today. The path of least resistance is higher but i continue to think that when youre playing musical chairs, this has been going on for a while. You stay pretty close to your chair. Lets just say, okay, there are a lot of speculative stocks in the market. There are some 99ish looking things unlike 99, the broad market or entire market, to use michaels analogy doesnt necessarily look to some as if its ridiculously overpriced tried and true names that are in many, if not most of the portfolios of the people who watch us on a daily basis. Bristol meyers and lockheed and honeywell and gilead and qualcomm and caterpillar we get the market has been up a lot but these arent ridiculously priced and overvalued what do you make of this list in. I like that list. I own a bunch of those stocks. These are really Good Companies at reasonable valuations if you look at where the breath is coming, take financials i had 15 of my portfolio in financials when you look at the valuation compared to the rest of the market, its at a huge discount. Most of the stocks are hitting at book. Youre really coming back to somewhere close to where we should be. They are still down. The xlf is still down 20 of the year they are stocks out there, similar to 99. You have to be very careful that you dont get your you dont get burned buying some of the lofty price to sales this is held i this to get a rotation things will come back slowly you want to be in high quality, Good Companies that will grow and not just focus on one sector thats held up the whole market. Its where fomo can be really expensive. You say im getting left out, you start paying top dollar for these price, thats not investing. Fomo is expensive and dangerous. We all agree the market is ahead of itself. I mean, everybody must not agree that the market is ahead of itself because the market continues to go up the fact of what lpl says at the top, its greatest 50day rally in the s p ever. If you look at past instances of moves like this, youre hire 6 and 12 months ahead 100 of the time when i say we are all, im talking more of our panel saying nobody expected us is everybody on the panel lets get a shot of everybody. Is everybody selling stocks today . Is everybody a seller . I dont see a lot of hands go up im not selling but im not buying aggressively at this point. I was buying a month ago i was buying six weeks ago im not keeping my allocations consistent but im investing within the allocation. Im not adding new money. I guess ahead of itself, ahead of itself short term and in need of a pull back based on how many stocks are in these explosive vertical moves, absolutely buy if large we havent seen the types of spikes that scared us in march and april i hope we dont. We dont have a resurgence then as i said, on an earlier show, there are a lot of people who arent long enough you always like to see corroboration. A rally this powerful, you like to see it broader than just the top five stocks. Forget about how many little stocks are rallying. Lets look around the world. The s p is up 10 over the last month. Germany is up 15 or 14. 5 thats huge out performance. Granted its only 30 days but its nice. The nikkei is up almost 16 . Youre seeing rallies in large cap growth and value stocks on every continent in developmented markets. Em has been on fire this week. You have a lot of corroboration. The names on that list that you were just talking about, what they all have in common is they are big Global Companies they do business all over the world and the reopening is not a u. S. Only story. We complained when it was just the fangs that were leading everybody higher, pete you cant have it both ways. A lot of the stocks that have had a huge run of the so called reopen trade are still great magnitudes behind their highs. If you look at it by that metric, you can make a case theres still room to run, cant you . Not only do i think theres room to run in many of these names but when you look at it, we talked about this four weeks ago. How about the four trillion plus thats motte benot been particig theres names that made significant moves off the bottom they are still well off of their highs. Theres still room to the upside depending on what youre talking about. Those are the names that are the toxic names. On the kwaquality list, im sitn there saying i dont know how many years ive owned merck and pfizer i think you can trade around that which is what i do with the options every day. If you want to lock, look at the disclosures ive got almost every name you see, American Express are all quality names. I look at financials specifically and see names like citiand bank of america and part of the reason that they are not only performing but out performing on many days. Jpmorgan is not that they are a Better Company but jpmorgan already trades at a multiple higher than those names. We also need to be careful in the way that we in this area view the ropeopen. Its natural that most of the feem talking about the market on our program are in this general area of new york new jersey, the epicenter. Theres an awful lot of ptsd going around as a result of what happened with the virus. In other parts of the country, michael, i think youre down in florida and other areas as well. For better or worse, people are out and about. Theres a lot of pent up demand in parts of the economy and thus far in the reopen. You havent seen a tremendous number of spikes in cases. We are still having a consistent number of koe covid cases per d. Maybe 20,000 the numbers are even higher. Were just testing and catching the numbers that we are. Its going to be very careful not to view the rest of the country through the prison m of what were all feeling and dealing with here in new york as it relates to the economy. Absolutely, scott i think youre right we have to be very careful not to just look at the microcosm that we live here in tristate area and look at broad base to joshs point, globally and nationally as to if things are on the same trajectory as we have now, what are the other things that we discounted that will go to zero for a long time. Part of that will be how does sports come back that will have a Multiplier Effect too other companies will benefit from that. Thats kind of where we have to look for investing maybe the Balance Sheets dont deteriora deteriorate. I dont think we gave it enough justice here if our viewers are looking at that list, thats an interesting list of names that is being suggested here or reasonably priced if i dont own some of these names, maybe i should. Brenda, if you look at the list here, whats name you would pick out off of a broad list of mostly marquee names i would Say Something like a merck is interesting people need medication they have a great business with oncology drug that continues to be a good growth driver for the company. Thats the kind of thing that does it deserve to be down 10 i dont know they have disruption in the business but i think we can look forward and say thats not going to be forever. People are going to go back to the doctorss office they will go back to the hospital for reasons other than covid related reasons and thats going to continue to driver this business Something Like a honeywell in the industrial space estimates have come down i think thats an interesting opportunity here would you sounded like earlier you were suggesting youre not putting any new money to work. You wouldnt add to those new positions or pick a new one from the list we put up i would add to some of those if i had new capital and under allocated to where i was supposed to be. Some really Good Companies there. I like the Bristol Meyers of the world. Trading at a huge discount to the market yes, i would be adding to these if i was under allocated josh, was that you . Yeah. Ebay this is a 20year broke out in the making even if you want to let it retest and pull back on light volume, this stock is gone 39 billion dollar market cap no reason why it couldnt be 50 billion market cap stock had a huge move this week. Im not suggesting anyone run out and put on a full position. Theres talk over the weekend that the classified business, which is not a Good Business is severing b receiving bids in the range of 8 to 10 dollar its 15 times forward earnings talk about large cap tech being expensive or whatever you want to say this is a stock that hasnt been an expensive stock and is not currently an expensive stock despite the big move its made i understand its not as sexy as when it had paypal and its no amazon this is name that the technicals and fundamentals are lining up at an important Inflection Point and ebay could be a very, very easy stock to be involved with of those names i dont see it on your list unless im missing something its there. You own it . Turn your wall back up. Im not in it. I didnt see it in your portfolio. Not in it i look for break outs. This thing just broke out thats why its on my radar im not in the name but of the names on that list, again, when the technicals and the fundamentals line up, thats when i get interested. Pete, how about the list of some of the things you dont have in your portfolio they are reasonably priced even in a market thats just absolutely surged. No doubt about it i do agree they are reasonably priced still i think josh points out a good one. We have seen a lot of unusual option activity in there as well because the stock made some incredible moves to the upside and josh was pointing out the most recent move theres huge paper in there. Seems like daily its sort of telling me this one of those names theres more to it theres more to the story and there could be more upside i dont own it right now i was in some options. I got out of those options im not in this now. I will look at it very closely because when i look at that list, i wouldnt mind. I may add to a merck or pfizer i probably missed an opportunity there. I think theres a lot of different names on that list where i might be adding to them. Right now im finding so much to trade, scott ill give you a great example. We talk about volumes all the time monday, tuesday volumes were terrible in the options world. Still record base in any other year but this year they were terrible yesterday, 34 million contracts trading. Thats a huge number, skotcott thats one of the busiest days of the year. It gives you an idea of theres so much to trade now and the volume and what we are seeing is absolutely like something i have never seen before, including the financial crisis we are seeing those volumes going in and seeing unusual almost everywhere and its absolutely incredible right now. Im taking advantage of that and not doing as much in terms of the longer terms hold like the mercks but i do think theres opportunities there and yes, that the drug of theirs is unbelievable they have so much more and the pipeline might be the best ceo anywhere just how he manages his company and personal side of things is just been unbelievable to me its inspiring me enough to maybe go back and put a bit more money into merck yeah, ken frazier on the network this week was so powerful brenda, you bought tjx. Were moving onto some of the other moves you are making its a reopen play, i would think. We think it has more legs than that. To put it into perspective, we have not bone e owned brick and for years. This is first time we are stepping in. We felt its well positioned given the overall backdrop of the environment where we are Stores Closing tjx started to reopen their stores we think this is an interesting opportunity for the off price retailing space we think that could grow tjx has exposure to home sector and pretty diversified globally. We like those attributes as well i already trimmed because the stock made a bit of a move its just part of the discipline side of me, scott. It has nothing to do with an opinion. It has to do with the stocks making moves when they make moves, you have to react you have to have a plan in pl s place. Im probably picking up 6 or 7 different names and getting rid of maybe four or five different names. Its been very active. Ive always liked this name. Its always been a rumored name out there as well. Theres a lot of Different Reasons especially in the environment were in right now where a fire eye could have a lot more upside and thats why i trimmed. Im going to stay in this for a while. Boeing yesterday was the unusual option activity we talked about. They were this weeks expiring 165. You have to have some sort of discipline i look at some of these names and its been unbelievable boeing stands out. I love home depot. It made a nice move to the upside i had to take that off as well. You were just talking up the banks. I did what i did was i refocused on the large cap banks. I got rid of zions because what i feel the work were doing is these large banks have a lot more access to small clients given ppp. The abilities of them to leverage the Customer Base and technology will give them a big advantage going forward. Ive got rid of zions. I think the credit quality going down will be tough the company had a great rebound. Its within that portfolio ive reclassified and rebalanced. Broad ridge, which i dont know that we talked about unless it was you talking about it at one point in time. Tell me about the ticker its a completely new idea. We started a position in this. Bro broadridge is the leader in proxy voting that Companies Use to send out to all clients and customers. This is a sleepy business that grows. Their business will explode. We will be adding to that one. Well take a quick break. Straight ahead, crisis in america. The path forward well hear from American AirlinesCeo Doug Parker on inequality and much more tonight on mad money, nancy pelosi joins j kme were back in two. Lets get to the headlines with sue hello heres whats happening at this hour travis mcmichael, the man accused of fatally shooting Ahmaud Arbery as he was on the ground and before police arrived. Thats the testimony from a prosecution investigator who says he was told of the slur by another defendant. The man who shot the video of the incident new yorks Governor Andrew Cuomo says he stands with Peaceful Police brutality protesters. Hes urging protesters to get tested hes also calling for statewide moment of silence in honor of george floyd at 2 00 p. M. Eastern time despite a police ban and the coronavirus pandemic, several thousands People Holding candles gathered in hong kong to mark the anniversary of chinas 1989 crackdown or democracy protesters in beijing Tiananmen Square you are up to date little bit of a hopeful sign, perhaps. The bellagio in las vegas is turning on the fountains at this hour or close to this hour well end on a somewhat hopeful side back to you. Thanks so much lets get to dom now speaking of las vegas. Las vegas bewere going to go halfway around the world to singapore. We have Las Vegas Sands shares lower and taking a spike in the down side. Down by 3. 3 this is on the heels of some bloomberg headlines saying that Las Vegas SandsSingapore Casino is being probed oaf some alleged Money Laundering checks and procedures thats according to bloomberg. This is Las Vegas Sands run by sheldon adelson. Back over to you appreciate it i want to show you a stock thats just begun trading here lets pull that up zoom info. Lets have a look. Breaking news. There it is. First trade was 40 a share. Its only up 93 well keep our eye on that eye buyers o any buyers out t . Pete im not in this one. Some of the countrys speaking of airlines, some of the biggest Business Leaders continue to speak out on the social unrest and the path forward phil just talking to one of the big airline ceos and his remarkable story, phil scott, when we talked with doug parker it was largely because of the conversation he had last weekend with an africanamerican Flight Attendants on Southwest Airlines he was flying on southwest on personal business. The Flight Attendant came up to him because he was reading a book called white fragility about learning to better understand how people of different races can better understand each other and they had a conversation that he said was quite emotional and that he felt it really opened up his eyes as an executive american has done a number of diversity issues over the last couple of years ever since they were called up by the naacp. Here is doug parker talking about the impact of this conversation with this Flight Attendants and why America Needs to do more what i think we all are now seeing is those initiatives while helpful are insufficient we need to do more it hasnt felt harder. I learned its not enough. We need to move faster and breaking down implicit bias is breaking down part of it as i mentioned the naacp flagged american just a couple of years ago 2017 basically warned africanamericans about flying on the airline and after that, under parkers leadership they had a number of diversity issues they hired a chief diversity officer implemented bias training they also had special Customer Relations teams that are focused on trying to alleviate these issues when they come up having said that, doug parker was very candid in saying its not enough more needs to be done. Its one of those conversations that focuses on fact that companies are realizing its not enough to say were inclusive. They have to go further than that he says it begins with a conversation his was last weekend on flight with Southwest Airlines that he says really opened his eyes. You could see it from mr. Parker today phil, we appreciate you bringing that story to us thats phil lebeau were joined by the global head of diversity and inclusion at Alliance Bernstein thank you for being here thank you for having me thats where i want to start. Its diversity and inclusion you say that difference needs to be acknowledged. Its one thing to hire a person of color its another to includes them in all that you are as an organization i agree i think we really tried to focus on as a firm is really understanding that we cant conflict those two terms which we tend to do often. Diversity, is the data those are the facts. Those are the data points. Theres the fact and then theres the choice thats where inclusion comes in. That is something that sits on every ones desk not just our firm but every ones firm really understanding the difference between diversity and inclusi inclusion. Understanding how this play together really will be the different here in seeing the needle move. Im wondering how you think the events of this past week will impact the future in the way we think about diversity and inclusion as it relates to the business youre in and on wall street i think intentionality is the name of the game here. I think what were seeing, this is not new when i think about i want at our firm, we held our first conversation on race three years ago. We were so thankful to have the Naacp Legal Defense Fund join us to lead and facilitate that discussion i think this is the new norm for us when were thinking about social justice, criminal Justice Reform were seeing the power of the collective corporate voice we have seen that when ceos ban together we saw what it did for the Lgbtq Movement i think thats what well see now. Do you feel like this is a moment of change your heartened by what youve heard from our ceos this week, not just from doug parker but the multitude of ceos who have been speaking out, speaking up on this network about how they view this issue and the real change that they would like to bring to their work force. I am. I am i really am. Im encouraged by what im seeing and hearing my firm but externally like i said, we have seen that collective difference. We have seen that forgs. We have seen what it can do. I think they doing it and were doing it were having conversations it sounds so simple but its not. This is a charged topic for people a lot of our leaders arent comfortable talking about it our ceos said lean into that discomfort this is we show quality of our leadership and think about the future of our organizations. I am encouraged. There are times we have talked about it. The former xerox ceo said i know we have talked about this issue on so many occasions but if you look at the boardrooms throughout Corporate America, there are many boardrooms that have no diversity and if they do, maybe they have a female board member but they dont have a person of color or people of color. The innovation released some research on black talent in Corporate America and talked about fact that 10 of College Grads are black. We think about continuing that thread and expect that we have 50 black fortune 500 ceos. I think this is where we have to think about as organizations reframing the way that we assess talent moving away and retiring this term that we all use, thinking about culture ad, looking at our teams holisticly where are the gaps there isnt within step faith of leadership can you tell me about your personal story of getting to Alliance Bernstein these stories need to be told. They need to be soaked in. They need to be out there inspiring the next generation of people who want to do what you do yeah, it really took a mentor of mine. You see a lot of that in black and brown communities. We may not grow up in households where at the dinner table, wer not talking about how the market performs a very senior woman at my serious firm taking an interest in me saying i think you have a voice. I think you have something to say. I think you have something to add. Lets talk about what you can be doing in this space and how i can be helpful in helping you doing that i really wanted to make sure im doing that for other people. Thinking about our junior talent we partner with middle schools and high schools to introduce the con secept of Investment Management and asset management. Introducing our firm to them not waiting until they are 20. Lets get them to think about this work. So much appreciate the conversation helping move it forward as we think about the path forward its great to see you. Thank you. Thank you so much coming up, were goatgettin your questions next. You still have time to reach us too. You can tweet us as well rba rhtft ts. I got an oriole here. Eh. Common bird. Ooh look over here something much better. There it is. Peacock, included with xfinity x1. Remarkable. Fascinating. Very. It streams tons of your favorite shows and movies, plus the latest in sports news and. Huh run the newest streaming app has landed on xfinity x1. Now thats. Simple. Easy. Awesome. Xfinity x1 just got even better with peacock premium included at no additional cost. No strings attached. Just say peacock into your voice remote to start watching today. Welcome back lets answer some of your questions. Which value stock will have the most momentum in the next few weeks . They have only bounced about 40 or 50 off their lows versus hole builde Home Builders that are up 80 off that you are lows. The curve is steepening. I think value stocks are to play pete, mike in arizona which is a better buy . Blackstone or kkr . Two great things. Right now i only own kkr when you look at the valuation level, it trades less expensively. I think theres much less up side whats going on with oracle its been flats f for the ye. It hasnt picked up like the tech stocks. Brenda. Marty in delaware is dan her a buy, sell or hold . Theres been a will the of other Companies Participating in the early rally, its up just as much as apple this year. Great business we would continue to hold it here because it has performed so well given the diagnostic. Michael its the delay i apologize, brenda. Michael, cvs, is it a buy . I already done it where i dont own it, i would buy it the integrated health model is working. I would buy it where i dont own it josh, before i go to break. I upda any update on store capital . Huge move off the lows. Im still long okay. Good stuff thanks for that quick question uaming up, we have petes unusl activity were back in two minutes. After my dvt blood clot, i wondered. Could another come around the corner. Or could it play out differently . I wanted to help protect myself. My doctor recommended eliquis. Eliquis is proven to treat and help prevent another dvt or pe blood clot. Almost 98 of patients on eliquis didnt experience another. And eliquis has significantly less major bleeding than the standard treatment. Eliquis is fdaapproved and has both. Dont stop eliquis unless your doctor tells you to. Eliquis can cause serious and in rare cases fatal bleeding. Dont take eliquis if you have an artificial heart valve or abnormal bleeding. If you had a spinal injection while on eliquis call your doctor right away if you have tingling numbness or muscle weakness. While taking eliquis, you may bruise more easily. And it may take longer than usual for bleeding to stop. Seek immediate medical care for sudden signs of bleeding like unusual bruising. Eliquis may increase your bleeding risk if you take certain medicines. Tell your doctor about all planed medical or dental procedures. Whats around the corner could be your moment. Ask your doctor about eliquis. Were back on the Halftime Report time for our futures outlook of the day. The yield on the tenyear note climbing higher. We mentioned that a little bit earlier. Josh brown, how are you looking at rates you know, i mentioned how much theyve risen in a pretty short period of time, albeit, from a ridiculously low level i totally get it im not suggesting that rates are going through the roof or anything like that, but nonetheless, its a pretty impressive move over the last, say, less than 24 hours. Yeah. An impressive move this week, but an impressive move overall on february 24th, just at the onset of the u. S. Battle with coronavirus, we saw that tenyear, threemonth yield go negative and of course, last summer, when we first saw negative yields and i think a negative yield spread and i think whats important here is the correlation between value stocks, industrial stocks, financials with that recovering spread so if we do get curve steepening, i think it will coincide with those stocks continuing to work i dont see why that link would be broken. I think psychologically, thats very important for those stocks to keep working. You need to see rates get back to i dont want to use the term normal, we may be far from that, but something more normal than what we had seen over the winter. Any impact at all in the way you think about your dividend stocks, your store capitals, your reits and, you know, utilities, things like that. Its interesting that you brought that up. You know, dividend yield for the overall s p 500, david costnick at Goldman Sachs this morning is saying we may not get back to the same level of dividend for four or five years so i still think dividends will be attractive to investors, especially investors who are utilizing taxdeferred accounts. I also think that we might even see a return of buybacks certainly going into an election year, therell be plenty of political cover from the white house for companies to do that and ramp the stock market. So, i think about dividends the same way i think about buybacks in terms of total shareholder yield. And hopefully, theres good news coming up on that front, as the economy reopens. All right well step way, well come back. Pete, i havent forgotten about you. Well do unusual activity with pete on the other side of this break. Ive got final trades for you, as well. I hope you will join me tonight for our cnbc special report, crisis in america at 7 00 eastern time. Look forward to seeing everybody then tomorrow on halftime, meg terrell has a first on cnbc interview with dr. Anthony fauci. That is at 12 20 p. M. On friday. We look forward to that, as well lets do unusual activity, pete. What have you got for me yeah, lets start off with energy, scott. I talked about that earlier in the program. We were talking about energy and some of the moves weve seen out of that. Sun corp. s a name that actually hit today. They bought about 4,700 of the june 19 calls here a canadian company, obviously. Stock was trading about 1875, so this is just out of the money calls and their full june expirations. I thought that was pretty interesting. They were only about 50 cents. I loved this when i saw this, because i really like Trading Energy right now and i think there are some great opportunities out there. The second is glu mobile this is a mobile gaming company. Last night they had a secondary at nine and a quarter, put out about 15 million shares. This morning, when the stock was still trading about 9. 25, we suddenly saw this giant call buy come in there, and this was pretty big, because 34,000 calls were bought of the july 11 strike calls they were buying this around 30 cents, up to 60 cents. Stock started to move, its already moved over 10 but very, very sizable trade here it was really interesting to see this one i jumped on it right away. But this stock has moved significantly since that unusual buying i just want to make sure people understand that, because it becomes a very crazy game of chase. And i dont want people to chase too much on Something Like this. Big name, big volume we understand weapon appreciate that, pete thank you. Lets talk quickly josh slack, after the bell, earnings . Yeah, theyre supposed to do 188 million in revenue and lose 6 cents per share. Keown came out yolo yesterday, get in before the earnings, they say. I hope theyre right if zoom is any indication and if slack can prove theyre not a workfromhome stock but a workfromanywhere stock, we should have a good reaction, but i was buying very recently in the low 20s. So its had a big run into these numbers already. Good stuff. Brenda, final trade from you, please disney, still really like it here a company with incredible assets its down, has underperformed the broader market, for obvious reasons, but we think its priced for a good recovery thank you michael far . Mondelez. Mondelez has really welltrusted brands, including oreo cookies, 18 times earnings, 2. 3 dividend, and cash on the Balance Sheet to reinvest in their business i like mondelez. I could go for some of those right about now. A little hungry. Pete, what have you got for me im going to give you citi. I talk about the financials all the time i love this name its made a nice move to the upside it continues to go to the upside i thought about taking it off, but ill hold on to it and sell calls against it quick sy sirott, quick, a name i like jpmorgan josh . Still long store. Kelly, its always yours. Scott, thank you very much. Welcome, everybody heres whats ahead this hour. You think with all the chaos this year, the markets would be deep in the red, but theyre not. In fact, the nasdaq is up 8 since january 1st. Well look at who else is up, whos down, and who you should bet on plus, the rent is due for many retailers and it turns out many arent paying and now the lawsuits are starting. Well look at the Chain Reaction this could have. And buckling up and rolling the dice airlines are seeing some bullish signs and gambling is back in las vegas. We have full details of both of os