Category 2 but its still danger it slammed into a gulf coast as category 4 150 miles an hour winds. Well take you lye where the situation is still unfolding sports coming to a stop. Maybe temporarily. Players in nearly every proleague choosing not to play last night in protest of the shooting of jacob blake inwayway the Milwaukee Bucks began the protest. Bucks owner said i fully support what the team is doing and im going to do whatever i can to help them get their message out and try to bring about a change. It sountdds like the nba may be back on today. Everything is very fluid your Investment Committee is here today we got to do a quick recap of these record markets. Green, green, green, green the s p up as well the s p earlier hitting the milestone of sorts plowing above 3500 for the first time ever. The nasdaq, else what, every high is a new report high. Even the small caps performing with the gain on the dow, 247 points even the lowly laggard dow getting in on the action its now the last major index to turn positive for 2020 jim, all the major indexes hitting new highs. It may be a nice media headline if it continues after today. What were looking for a sign is broadening out of the rally. The tech stocks, the apples, the microsofts of the world that go up thats wonderful to the extent youre seeing the transports, the industrials participate. Thats healthy nietds to continue into next week we have seen too many of these head fakes and this may turn out to be another one. The jury is still out. You think its a head fake . The worlds longest head fake if it is. Its a strong date today for some of these cyclicals and financials are extremely strong today. We put together a little chart it shows whats been going on with breadth of the market we can see that year to date, only 33 of stocks are ahead of the s p 500. I bet the majority of those are Technology Names or tech or digital platform plays in the last month, were starting to see some moves some breadth you see month to date were at 41 of stocks in the s p are ahead of the s p 500 what happened in the first two weeks of august, it was much broader. 57 of s p names were ahead of the index. Really a very, very broad move from value stocks and they gave that back in about a week. Now were going to have to see whether they can make up that ground and come back on track and start to really show that they can push through and last in terms of that rally bryan how much is the Federal Reserve jim, go ahead jump in here i want to point out, what kerry is saying is true. I want to see value perform but the fact of the matter is, Large Cap Value is still down 10 year to date. I thought of that number when you said in your opening promo, accurately, all the major indices are up on the year the huge section of the market that includes financials, industrials, energy, its really laboring its not part of the party when i talk about the broadening of the rally and that being an indication of held and might not yet quite believing it, im pointing through that 10 year to date decline on Large Cap Value as evidence number a or letter a if energy that is small and sill there and if financials can kick in, could that provide an extra leg up considering they continue to do well. Of course more stocks go up, more groups go up, then the market goes up assuming that others go up as well look let me clarify what i meant i get your point i agree my question sounded ridiculous let me frame it a different way. If theres a rotation from tech to financials, that could be bad because tech is so big yes, they would all have to go up what are the odds theres a rotation out of one tech, into another versus all of them now participating . Is that a little better . Right thats better. Happy to help you clarify that we have seen these mini rotations including whats going on now today sure we have some tech stocks hitting all time highs 52week highs. Ive got in my portfolio that are down a few percent the market is higher today i dont classify it as either. I have to be in growth now because thats where i see stocks going up. Im a little concerns that we have seen these mini rotations with greater frequencies the sustainability hasnt been there. Some dont make any sense. The market can go up if tech suffers a bit. If tech suffers mightily then because the way numbers add up, youll see some fading of the market i do think well get that test coming into the Fourth Quarter because there was a will the of pull forward in my view from work at home from Companies Find they can do more with technology than with people, in some cases. This put has been monstrous. I think youll see weakness in these tech names that will be by a vaccine. Lets all hope and pray for that do you see a test for sorts coming and if so, do you think well pass i can envision a test for the entire market because its rallied based on the unprecedented fiscal and monetary stimulus that weve had and the expectation that earnings are going to fully recover to 2019 levels in 2021 we also have concerns about seasonality, the election and a host of other factors. China tariffs, that will occur in the fall. I think it occurs when the economy gets legs and actually starts to get traction where investors dont have to pay up dramatically for Growth Stocks remember, a year ago these Growth Stocks were selling at Free Cash Flow mull approximatio 6. 5 today they are selling at 3 to 3. 5 thats because investors are paying up for growth if we have a growing vie ining n where we have sustainable growth, it should be rotation into the cyclical and value stocks let me follow up with that because Goldman Sachs saying while equities, primarily Technology May be having not be an expensive now as they were since 19 99 in the tech bubble, goldman recommends are sticking with stocks over bonds and Interest Rates where they are agree or disagree with that goldman call i agree and the reason why were overweight growth is because these companies are helping every one in coping with the covid. As a result of that, they are having recurring revenue streams, large motes around their business, exceptionally high Free Cash Flow levels apple, 73 billion in Free Cash Flow over the last 12 months we would continue to overweight equities and the growth sector ive got a market flash i got to get to it looks like draft king is popping on some news out of espn among others that nba players will resume playing in the playoffs the athletic matching that reporting saying that according to sources, nba players in a meeting todayagreed to continu playing this postseason but want to find new and improved ways to make social justice statements that after protests after the shooting of jacob blake in wisconsin also saying that players expect games to resume this weekend draft kings up almost 2 now at one point was up almost 3 on this news some reporting citing players that they will begin playing begin in the postseason after the death of jacob blake back to you. Jim, ill get to you a second i shouldnt have gone to rich on that sec questiond question kerry, i want to get in here for a second on that news of draft kings. Draft kings is in an interesting position as are any gaming stocks that you have both a situation where since theres not a lot of sports on tv, thereless games to bet on. Having fewer sports people are witnessing in real life means that the market for betting has gone up. Theres been just a bigger audience theres a lot of marketing thats going on. This is an industry that, i think, is really accelerating its adoption during the pandemic even though they have been very few games. Yeah, i get that it hasnt jumped theres more competition in the space. These are interesting companies. Its an interesting space. Lots of International Competition thats going to be part of the betting movement we are watching them all we have not bought any but i think its an impressive space to keep your eye on. I see wast goihats going on the nba may resume this weekend. Lets take the other huge story of the day a little deeper into the Federal Reserve and what as a historic change to fed policies regarding inflation. Steve is here now with all this and what it means. Steve. Its a historic change by the fed. With fed becoming the first Major Central Bank to put in place an average inflation targeting resegimeregime they they aim for inflation above 2 here is the before and after before 2 was the target now 2 is the average target that the fed will allow inflation to drift moderately above 2 to hit the target over time in another big change the fed added its statement it will no longer operate as if low unemployment means inflation will follow. Inflation has the serious risk of the economy. Inflation that runs below its desired level can lead to an unwelcome fall in lower expectations which can pull inflation even lower resulting in an adverse cycle of ever lower inflation pnd. It suggests a fed that will keep rates lower for longer and could mean near term keep missing the target and seeing Inflation Expectations drift lower. Its trying to break that cycle by saying ahead of time theyre not just shooting for 2 they are aiming for an average it could run hotter for a time its a big deal, steve. Stick around for this conversation here if you can jim, i want to get you back in here how much is the Federal Reserve obviously not just todays move but the move we seen in the prior weeks because as steve has done excellent reporting on, everybody expected this outcome and so we pulled forward the buying on what happened today from virtual jackson hold i think what you just said nailed it on the head. It begs the question why are we up today and the answer is were up on nothing fundamental. Were up on sentiment. Why should low Interest Rates matter it matters because it promotes the multiple on stocks higher. The problem is we have been seeing that now for four, five months and i dont think theres anything different in the Interest Rate environment today versus the beginning of month that would justify a 40 higher price on apple just as an example. This is all fine and good they are changing the methodology but i think its weak tea they are getting it higher. I think what the fed did is a piece of what needs to be done i wouldnt confuse two things that are going on and i can understand why people would mesh it together. Theres an immediate cyclical issue in front of us which is what you just described. The number of people unemployed now. That is stuff the fed and hopefully congress will deal with with policy right in front of us. We may have something new happen in september, for example, a qe program. Well have that debate some other time what this is addressing, jim, is a very long term problem i dont know where you were many the 70s, i was pumping gas i was the most popular guy in town i used to get free businepizza i filled up his tank that engendered this fear of inflation. This is a big move in saying were no longer operating looking over our shoulder at the shadow of i flags that that learned experience and fear is something we must exercise from our psyches and were going to go forward with employment being the bigger metric well look at to keep that unploim rate low and not fearing inflation. I knew i liked you because my dad owned a mobile station in l. A. And i at 9 years old was pumping gas in 1980. We just both admitted child labor and graft on television. I had like 4,000 in my pocket at the end of the day it was ridiculous. I want the tax from that pizza you took from that guy you think the fed is exhausted most of their capabilities here . Well, look, the markets are resting on a couple of issues. One of which is a continued involvement by the fed which i expect them to be very, very aggressive when necessary. If you look at what they have done today, they have cut the funds rate to zero eliminated reserve requirements, lowered the rate on the interest and excess reserves. Its already been exhausted and have had a tremendous impact so the markets really are impounding future impacts from these same tools and my position is that theyre going to be less impactful. Sure, they will be able to lend to businesses. We really need something out of the fiscal to bridge us until economic recovery resumes and that likely occurs when we start getting a vaccine. The abbott news is very significant today. I believe the fed is supportive yet less impactful than it has been vaccine would be more impactful. The fed is definitely a part of this story, here what else do you think the fed might have in its quiver of arrows, if anything . I just want to address the point that a couple of people have made suggesting that fed is really pushing here and perhaps looking at the wrong things. Most commodities, excess supply. You look at restaurants, services, apparel. We can come up with a long list. Labor. Theres excess supply of labor i dont see how theres all pressures that people talk about. Jay powell is well aware of that there are more concerns immediately about price falling rather than price rising despite all the borrowing and the financing that the government is doing. Thats the way we see it got a lot lightly the fed and everything else. Do appreciate that thank you very much. In the meantime, buyers keep on buying, what they have been buying technology staying red hot the nasdaq up another half percent. You have microsoft, qualcomm hitting new highs. Stephen, you have the most tech exposure still every day with goe higher are you hanging on considering selling taking some profits here well, lets call it for what it is. Anybody been in the market for any period of time has to feel were getting a little breezy at this point you look at the multiples have gone from at the end of april, 56 times which is already high. You have to have that gnawing sense if youre staying too long at the party however where else are you going to go . I repositioned some things got rid of some things i bought that were in jims world that worked quickly on the rotation and now arent working gm and ford. I dont see the future being any brighter general dynamics, i got rid of today. Im also looking for stocks that are under the radar and im looking for those. I bought mdla which comcast uses that measures the satisfaction of the employee and the customer i bought another one, smar which allows you to coordinate all workers the work product they are post sass play but they use Artificial Intelligence and platforms in cloud to coordinate Work Activity where ever you are. Those are new ones theyre not cheap but theyre working. I think you ever to be very careful going forward. I expect the Fourth Quarter to have some volatility if biden wins and the congress both houses of congress go to democrat, i expect to see knee jerk reaction down i think it will be much better for the economy and the markets going forward. Than split congress. Its not without extreme caution that i go forward and with that gnawing sense of greed you got smart chief there jim, i got to imagine youre loving this qualcomm run another all time high which was left for dead a couple of years ago. It had some serious legal head winds that its resolved. I said earlier the russell 1000 value down 10 percentage points. Growth up 30 percentage pointed. The point being this, to steves pien point, you cannot look at that difference over the last eight months and say its healthy. I dont care what were talking about in terms of secular trends and pandemics. Thats not healthy it has to safely end by some of the flows going into the value sector those financials and out of the technology that were talking about. Its not Just Technology were talking about. Financials leading the way today. How long has it been since we said that multiple times in a matter of couple weeks transports, industrials, financials, they are up as much as 12 this month. Rich, are you add vising your clients to move deeper into some of these names or sectors . Well, in the portfolio that we manage, were along jpmorgan and wells fargo. We dont see these saectors doig well until the economy starts getting more traction. Were not adding to it were sticking to it with our growth equities. Anybody around the table been buying more financials in the last couple of weeks or days id be a seller of financials jims a buy jim, buy first and stooeephen sl people are counting on the 10year treasury yield to go up. Were at. 74 which is high for the environment. Its probably not going up any higher with the what the fed is doing. The reason behind the trade is the market is expecting loan losses in the Big Money Center banks that is expecting losses to be much greater than they are. That depends on the continued reopening and healthy economic recovery from here thats what the trade is loan losses are much less than expected thats why buying a citigroup at 70 of book value makes sense. My view, i think you sell the banks on any pop here is whats happening you can have a direct listing on a stock to raise capital where wr as before that wasnt really the case youve got powell that has come out and said rates will stay lower for a lot longer take a look what the they have done in japan. Were in the same place. Appreciate that straight ahead, hurricane lauras path, it makes its way through louisiana a lot of tough folks there. They are facing a tough time as well theres a cnbc Global Headquarters were back right after this markets of record highs. Experience the adventure of a bigger world in a highly capable lexus suv at the golden opportunity sales event. Lease the 2020 rx 350 for 419 a month for 36 months. Experience amazing. At your lexus dealer. Expewelcome to camp tonsafun on xfinity its summer camp, but in your living room. Learn how to draw with a minions expert. How to build an indoor Obstacle Course plus. Whatever shes doing. And me, jade cattapreta. The host of es the soup camp tonsafun. Its like summer camp, but minus the poison ivy. Unless you own poison ivy. In which case, why . Just say summer camp into your xfinity voice remote to join. You see the nasdaq has turned a little bit negative now lets turn to the latest on hurricane laura. Get to nbc correspondent who is live in lafayette, louisiana which is just east of lake charles. Chris. Reporter in the last half hour or so were getting some of the strongest wind gusts we had since the bulk of the storm came through overnight. Somewhat surprising but goes to show how big this storm was even though its now approaching the arkansas border with the eye were still many the tail end. The rain did end about an hour, hour and a half ago. Its considerably inland that means that the risk or tree and power line damage, roof damage and stuff continues i want to show you something because this is remarkable to me this is one of the main concerns yesterday it was going from east to west. Now its going from west to east and its flooded over its banks. Locals told me to watch out for that because in this area when theres no place for this water going downstream heading south ward toward the gulf of mexico when theres no where for it to go to drain these rivers back up you know its going to be flooded. In this area, mostly roof damage, things of that nature, some flooding. Obviously along the coast much more devastating damage. Crews are out, getting out to some of these rural areas the see how bad it was it appears the storm surge wasnt as bad as it was forecast to be which is because something isnt as bad doesnt mean its not bad. Its obviously very bad. We know there are 600,000 people without power in coastal texas the vast majority of them are here in louisiana about a half million. There are power crews from 20 states going out to fix the power. They warn that it could be days, maybe weeks before power comes back on for all the customers. Scary there lafayette, louisiana thank you. Were following news of a possible Chemical Plant fire west of lake charles, louisiana. Get more on that and bring it to you. A lot of video trying to figure out what plant that is. Lets get down to sue with the other head lilines at this hour they have a shelter in place. Were pursuing that story as you are. Here is what else is happening louisiana governor is indeed asking some residents to stay indoors as that fire burns at the Chemical Plant at lake charles after it was hit by hurricane laura. Well follow what is a developing story nancy pelosi is predicting a short conversation with the white house over more covid19 aid. She has demonstrates acrats are budging and the white house has to move. Pelosi is recommending that biden not debate the president citing the president s disgraceful behavior in previous debates and numerous lies in off. A new Hand Sanitizer warning to tell you about from the fda this time its about packaging and aflavoring that could fool people into drinking the sanitizer by accident. The fda warning some packaging resembles juice boxes, vods ka bottles. Over looks like childrens food pouchs consumer the sanitizer could be dangerous or deadly. You are up to date thats the news update this hour ill see you next hour back to you. Youll have next hour, asteroids and locusts for us absolutely. Because 2020 just keeps on giving an asteroid covered in locusts. Up next, a bullish bet on the payment stocks well debate its part of your call of the day. If you do get out, if youre in louisiana, port arthur, dont download the cnbc app. Dow is up 138. Were back after this. You should be mad at forced camaraderie. And you should be mad at tech that makes things worse. But youre not mad, because you have e trade, whos tech makes life easier by automatically adding technical patterns on charts and helping you understand what they mean. Dont get mad. Get e trades simplified technical analysis. Its made for this guy a veteran who honorably served and its made for her shes serving now we made it for all branches and all ranks whether they served one tour or made a career of it. We also made usaa for military spouses and their kids usaa is easy to work with and can save you money on auto, home and renters insurance. Become a member today. Get an insurance quote at usaa. Com quote usaa. What youre made of were made for get an insurance quote at usaa. Com quote i cant wiat to share at ts big 5g news. shouting through the glass at t has nationwide 5g . Yup and thats faster . Faster, yea but is it reliable . Ah huh and secure you should consider making a big deal about it bigger . I said bigger oh, bigbigger deal bigger than what im doing . Its not complicated. A 5g Network Needs a 5g device. Now everyone including existing customers can get a free Samsung Galaxy note20 after tradein. Its a bullish call on the payment space today. Thats your call of the day. Get it its your call of the day. Kerry, you own paypal and visa why not the others we have over 10 of our portfolio in those two i think thats enough. Paypal is up 110 from the bottom in march. Visa has not performed as well but its starting to out perform nicely it wasnt a covid first stock but its in the second wave as things start to reopen 85 of payments around the world are still made by cash or check. Theres begun this acceleration through the pandemic of Digital Payments and alternative forms of payment what were seeing that everywhere we go because its accelerating its moving from every kind of merchant cvs and Grocery Stores would prefer not to use cash paypal has been a fantastic business with an enormous number of new clients both on the merchant si merchant side and user side. Venmo has become a verb that i use. They have done well with the acceleration we own visa. We think they will grow their earnings nice bullish view there jim, what about you . The one at the top of my list to buy i dont own it yet its visa. I agree with what kerry said. Si. See visa is tied to Consumption Trends what i expect to happen, both sides are very far apart sue just mentioned that on the headlines. I think youll see economic sta tixs start to come in disappointing. That needs to go on for a couple of weeks for the politicians to get serious. During which time i would not be surprised for visa to come down a good 5 below 00 let me pick it up. Thats below 200 is where im in on visa. You got 10 exactly 10 left to go thank you very much. By the way, the analyst behind that call of the day will join the power lunch team at 2 00 eastern time dan doley. Lets get another bullish call out today who is this one on that would be for peleton goldman raising its estimate on peleton. Analysts think that expectations are still too low amid the strong demand. They expect revenue for the September Quarter to be double what the consensus is. They looking at 861 million on the top line versus the expectation of 474 million the analysts are more bullish than the company itself saying they expect adjusted ebitda of 92. 4 approximate mp we covered a note saying that she expected a stock to rise to 40 bucks. That was the price target. Since that note in late february, the stock is up 170 and since the march lows the stock is up almost 290 . If you believe goldman and this note, its on its way to 96 bucks within 12 months big bullish call on the peleton. You sold peleton and you regret it do you own the product, by the way in. Ive never had so much regret over selling a stock thats doubled in such a short period of time. I own a peleton. Love the product its phenomenal. What people miss is they think its just a bike its not they have this whole ecosystem the classes are phenomenal my whole family takes them im not going back to a gym any time soon. I used to go five, six days a week i dont think gyms, even though they are open in new jersey next week, peleton will still do g t great and the wait time is not coming down. Its going up. If it pulls back at the market, i will get back in this is not just a pandemic stock at all the justification, the enthu enthusiasm is justified. Kerry we dont own it wed like to own it. Were waiting for a pull back. Maybe we wont get it. I hope we do yeah, its been a big bullish thing as well. A product that i guess a lot of people will stick with coming up, were answering your questions, next in ask halftime lets look at these markets. We have turned down a bit. Dow still up now positive year to date. S p fractionally higher. Nasdaq and wus rel is rolled over a bit reyre down wee back right after this. Ty is . Wow. Jim could you pop the hood for us . There she is. Turbocharged, right . Yes it is. Jim, could you uh kick the tires . Oh yes. Can you change the color inside the car . Oh sure. How about blue . Thats more cyan but. Jump in the back seat, jim. Act like my kids. How much longer . Exactly how they sound. Its got massaging seats too, right . Oh yeahhhhh. Oh yeahhhhh. Visit the mercedesbenz summer event or shop online at participating dealers. Get 0 apr financing up to 36 months on select new and certified preowned models. And whether we connect pnc kover the phone, online,ing. Or face to face, were here to help utilizing our resources as one of the nations largest banks and a local approach with a focus on customized insights. So youre ready for today. What happens when switch to Xfinity Mobile . Well, the good news gets shared. And it gets rated 1 for customer satisfaction. But dont just take our word for it. Take theirs. Its your wireless. Your rules. Only with Xfinity Mobile. Call, click or visit a store today. Time now for ask halftime. The traders will answer some of your questions this comes from liam in atlanta. What is the best way to diversify your portfolio or mitigate risk as a new investor . Well, this may seem like an overly simple answer but id like you to have a little bit of cash on the sidelines to mitigate risk. Dont feel with the stock market at record highs every day that you need to have every single dollar invested. Hold 10, 15 cash on the sidelines. I dont think theres a crash coming but if you get a correction then youll get the opportunity to buy stocks in all sorts of industries at attractive prices. Hold a bit on the side right now. All right next up, this coming to steve from rad hes from it can does amazon have momentum as a buy on its ride to a 2 trillion possible market cap . The market is a momentum market amazon does. Its still a stock that Millennials Want to own. We saw draft kings that traded on the headline in the nba which for long term play is ridiculous its name that resonates with millennials, robinhood and with me i own it its a big position. I think it keeps going higher. All right this one is for kerry from john in california. Black stone has been stuck many the low 50s for a while. Do you see black stone moving higher we do black stone is the premiere private equity firm. It has a lot of free cash available to spend on dislocation resulting from the pandemic and all kinds of opportunities in many asset classes. As institutions such as pension funds, state, Retirement Funds realize that Interest Rates are low, they are moving more money into alternatives and that plays into black stone strength. All right next up for rich from ken in North Carolina he wants to start a position in abbott labs. What are your thoughts about Abbott Abbott we like the stock we owned it for years. The test is enabling people with 15 minutes and 5 bucks to get a result it will add roughly 2 and a half to 2. 7 billion in revenues next year you may want to wait for a bit of a pull back its up pretty big today but we like the stock all right good stuff stephen, we got a bonus question for you because there is a big story out there on the tiktok potential ban. Why isnt anybody talking about china unbanning is that even a word facebook, google, netflix, zoom or pinterest the unban trade. It actually has been a topic of discussion for quite some time i dont know why the administration doesnt go for that they talk about Security Issues with tiktok. They are there for sure but they should also at the same time say, we want to improve the business for our companies but theyre not doing that it doesnt make any sense. I dont know why anybody would protest the banning of tiktok because they dont play fair another indication all right there you go the un i heard of u band. Its coffee. Oil prices are downright now as hurricane laura strikes louisiana. Well talk to the futures traders for what we can expect from the energy space in the days ahead h halftime is back i keep working my way back to you, babe with a burning love inside yeah im working my way back to you, babe and the happiness that died i let it get away servicenow. The smarter way to workflow. Come on in, were open. All we do is hand you the bag. Simple. Done. We adapt and we change. You know, you just figure it out. Weve just been finding a way to keep on pushing. Weve just been finding a way to keep on pushing. music anncr give customers access to precisely what they want, when they need it the most. With adyen, the payments platform that delivers convenience for all. Adyen. Business. Not boundaries. The dow is still higher. The markets have turned around the s p 500, nasdaq, russell 2000, certainly something to watch. Its time for our futures outlook. Crude oil in the red despite hurricane laura making landfall, or maybe because of it, as a cat 4 storm. Joining us is jeff killberg. Youll see demoon fall faster than production . Let me lay out the trade before i give you three compelling reasons why i want to be a buyer of crude oil. The october futures, im im putting that stop just 1. 25 lower. Let me talk about the three reasons why i see crude oil going higher certainly its the u. S. Sdwlar, that weakness, despite the fact its above 93, the u. S. Dollar is weak. The product cut, we talk so much about demand, we have to talk about supply at some point in the wake of hurricane laura, is it going to be more damage . Potentially, but else opecplus talked about theyll be more compliant, or at least theyll try, about this supply surf. Curve. Thats why crude oil is going higher bullish view, and shortterm stuff there. Jeff kilburg, always a pleasure. Thanks. Your final trades are next stick around turn on my tv and boom, its got all my favorite shows right there. I wish my Trading Platform worked like that. Well have you tried thinkorswim . This is totally customizable, so you focus only on what you want. Okay, its got screeners and watchlists. And you can even see how your predictions might affect the value of the stocks youre interested in. Now this is what im talking about. Yeah, itll free up more time for your. Uh, true crime shows . British baking competitions. Hm. Didnt peg you for a crumpet guy. Focus on what matters to you with thinkorswim. All right. Welcome back lets wrap it up by looking at these markets. Theyre losing steam quickly the other indices have turned negative steven weiss, final trade. Kick it off. Lowes i think it goes higher with housing lowes, okay, there you go. Rich we are a buyer of medtronic to take advantage of the deferred electricive and semielective procedures Jim Lebenthal viacom cbs enjoying an upgrade from wells faro. Look, theres also sports, theres also the studio business, this is very undervalued. Okay. Wow, a bullish call there. Carey firestone, wrap it up. Home depot, and we didnt plan it together, steve and i. Very nice good wrapup, everybody. With that we wrap up this halftime the exchange begins right now with the market losing some steam. Thank you, brian hi, everyone score another one for the bulls, we thought, but were losing gains, this after the fed lost what the market fears as lower rates are longer the question is whether the whole thing will backfire and create asset bubbles maybe it has already well discuss. Spea
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