Give up by mega cap growth and shift into value, wasnt i that was the strategy being communicated over the last five days i dismissed that last week mega cap growth is where investors should be. You should not be selling your oldin holdings and reinvesting in the lagards. This is where youre going to see the continued Revenue Growth, this is where youre going to see the correlation from work from home, stay at home and this is where moving forward youll find your best retur returns. Kevin oleary, hes right, isnt he every time says big caps are tired, its time to rotate, they come roaring back and theyre doing it this month or doing it right now. Joes right about mega cap but not right about growth in apple. The reason apple is owned by everyone everyone, and i mean everyone, number one, its a play on 5g, no question about that number two, youre making the assumption when you own it, even though youre not being we regarded by r rewarded by Revenue Growth, its going to keep growing but it is not and hasnt been for years a Revenue Growth story will that come back to haunt it one day . I dont know but i own it and i take that risk along with everybody else doesnt 5g, though, and this event tomorrow, kevin, jump start that growth again, especially in the phone business you know, the 5g story and the Actual Technology being released tomorrow is really boring it doesnt even have a highspeed refresh rate on the screen if you want cutting edge technology, its not apple i almost feel like im going to get shot with arrows to are sayisa for saying this but theyre always a step behind on their hardware the reason you know apple is echb kn everyone knows how to use it and it has at least an opportunity to use 5g when it happens. You might have a 120 reset screen rate, which i would prefer im not a heavy duty tech guy but i know the difference between 60 hertz and 120 didnt get it this time. You can get it from samsung and the knockoffs from china you cant get it from apple. I dont want to be too critical but theres nothing exciting here i dont want to be too critical but the revenue is not growing, the phone is boring, the event tomorrow is not that big but i own the stock because i love to reap the rewards of ownership of apple you sound like steve weis. Yes, i own the stock. Im telling everybody to be careful. It is not a mega cap growth stop its a mega cap stock. Theres no growth on revenue its true. Dont shoot the messenger. And its said the event tomorrow is the most significant iphone event in years. Apple is ramping into the number you get a price target today, raise over at rbc, they reiterate outperform and go today 132, the stock is the highest level since september 4th. Are we overhyping the event tomorrow is katie overhyping whats going to happen tomorrow with this new iphone and 5g . Not at all, scott in fact, todays outperformance has taken it back up to number one in my portfolio. Again, not because im smart but because that outperformance means it leap frogs over even a great performance out of microsoft today. I want to stick with microsoft for a second, scott, because sacha nadella came and changed the way microsoft what been operating and the way they deliver the technology and platforms they deliver, everything from excel and word to everything other thing that microsoft does now look at what tim cooks doing with apple one apple one is going to be huge. To my good friend kevin oleary, ill say you want Revenue Growth, youre going to get it in spades here, kev. Youre talking about taking six of their services, one of which already has a billion users. Thats the icloud, scott then all of a sudden you throw in apple music apple tv with that great, you know, breakout show movie with tom hanks, greyhound. Fantastic. Youve got six Different Services including fitness, including news in there that you get for one price, scott, and you can get it across five different devices, you can get it just for yourself personally for 14 a month, can you go all the way and go whole hog and get it like i say for five devices, the whole family or whatever i think thats like 25 or Something Like that. Scott, when you already have a billion people on icloud, you think that a lot of those folks arent going to want to avail themselves of apple music, apple tv, the health app and all the rest i think thats where youre going to get growth. That could be bigger, scott, long term certainly than the 12, the ihone 12 thats what im banking on and believe the 12 is going to be spectacular with the launch but i think the real revenue comes from all of these six categories i dont want to you pick on kevin because bryns another hater. She sold her shares. She own it is for clients, she makes that clear and she not enamored with the Revenue Growth either, are you . I think investing is so humbling and this is such a great example of that. I sold apple 30 points ago we had end to with clients with covered calls, which expire in january, which at this point will get called away because the stock has moved higher i owned it outright without calls. Everything kevin is saying is factually accurate the revenues are up cumulatively 15 in five years. And we have very large positions and mtum and the qs and apple is almost 14 of the qs and its 6 of mtum. So we definitely own apple, but i this i thnk as you look forwad you want to compare two big tech nation, i can walk you through what microsoft is doing with their xbox subscription model and linked in and a cloud and you can put together a narrative. I dont see that with apple. It is frustrating. Im happy to have it run up because we own it. Is it running up too little too hot into the event no, i dont think it is when youre talking about sales growth, the average sales growth over the prior four quarters is 4 to apple. In the most recent quarter, that is increased to 10 because youre going to get apple probably setting 88 of these new phones, you will see the sales growth double. Youre seeing what kevin is highlighting there was an absence of sales growth now youre going to see that sales growth youre also not going to see a paring back in the capital al occasion strategy and most s p 500 companies are actually doing that and then lastly listening to john fort last hour, he really talked about something thats important that is this launch is just not going to be about one quarter. This launch is going to be about the entirety of 2021 as 5 thereto 5g evolves, youll see the speed getting faster and faster and that will have new gainers of the phone being momentum and it speeds up the refresh segments again, doesnt it, john youve been waiting and waiting for 5g nows your moment. Think of how many of your friends, perhaps including you and me, that have been waiting for a refresh cycle. Ive got an 11 mac i could update whenever i want havent wanted to because theres not been a reason until now. Now i will i wish they would have done as kevin said, taken it to a higher res, a higher hertz rate, but this will be great for me. It will be great in terms of also spreading that signal out for my hot spot and so forth because having a 5g hot spot will be a lot better than what it presently has and i think this is going to be a driver, like joe says, 88 million, thats the projection, thats allegedly how many of these phones theyve ordered i think you put those out there and the billion people that are already on icloud and then start wooing people in why do you think they dropped sonos and lod logitek from the istore . Govern giving that away to get people in is a crushing blow to android, much the way apple has done that in the past. Just like when disney and disney plus offered that to free to verizon owners how about what bryn says that microsoft is the place to go and by the way, at Morgan Stanley today, they called microsoft their top pick in software they are positive on it and reiterate theyre overweight on that stock kevin . Yeah, microsoft is unique. It is the only mega cap name in all of them that you find in quality dividend mandates and you find in tech mega growth mandates there is no other name its remarkable. Its a dyno tech stock that remade itself but its now in the high growth area such a different between it and apple, for example you find that in my case i have it in both mandates, its the largest personal holding i have. It continues to grow and deliver. Its a cash flow beast its in every hot area you want, including gaming at a time when gaming is taking over even from other forms of entertainment its a stayathome stock, i call them work anywhere stocks weve standardized on the microsoft 360 on all my Small Businesses i cant find a plflaw in this nm and i usually am good at finding flaws. I cant figure out why you wouldnt want to make this your Biggest Holding for the next 36 months i have no reason to sell it. Were not talking about an e either or thing here, are we you dont have to make a choice between microsoft and apple, do you . No, i own them both i do agree with kevin. If you were to say to me you can only own one stock, it would be microsoft over apple but, no, i own them both. I think whats interesting is that microsoft i suspect has less Regulatory Risk than the other Mega Cap Technology names. I think thats important for investors to also be understanding, beside the diversification tailwinds they benefit from thats quite a statement. If you had to make a choice, joe, between microsoft and apple, you would take microsoft yes over apple yes, i would. I wonder how many other people would agree with you on that maybe ill have to look at twitter to see everything that will be flying in as a result of that there are other names getting calls today. Alphabet, new street high, 2020, facebook gets a target raise to 325 at Deutsche Bank kevin, you basically own all of these big cap techs. Ia yeah, i find it very interesting. Joe brought it up, there is an aura coming in on the election if its a biden sweep, theres probably a democraticled investigation at the attorneys general level. Although i must Say Something that i find really interesting i was looking a tt our digital span in the small cap, midcap space where can i see what theyre doing. It looks like for the next two quarters we will give 80 of our digital spend to both instagram and facebook and the reason it seems when i talk to these ceos, why is this happening and the reason we do this is we try and aggregate the purchase to get a better price or Better Services by just bulking up and saying were bigger, its the strategy of a school of fesh tish trying to lk like a shark i realize this is 68 of where jobs come from in our economy. Here we are with politicians bashing facebook, saying all these bad things about this and the reason all these Companies Use it is because theyre able to geo lock their spend in specific states or municipal regions. So if youre going to bash this company up, please do it after the pandemic because i really need it right now to create american jobs. So if theres any politicians listening out there, bash it later, please, not right now well see what happens with big tech speaking of another one thats been in the political cross hairs every now and again, bryn, is amazon, which you just bought i bought it going into the christmas season, amazon will once again, right or wrong, will be the aggregateor of choice for people to buy gifts. Jeff bezos is spending a flee i tremendous amount of money outside of health care and space ships. I dont think whether it relates to google, facebook or amazon, we dont even have the right rules right now to be able to regulate them. So i think youre going to have to have a totally readdressment of the broader antitrust rules because they just dont fit the narrative of these companies and the issues that theyre bringing up so i think thats going to be years out. And theres so much to kevins point, theres so much bigger fish to fry right now Small Businesses deneed these platforms. I think amazon will do well going into christmas and Regulatory Framework is much farther out we need to rewrite the laws to begin with how much of this big tech ramp up has to do with stimulus . No stimulus equals buy big cap tech, doesnt it correct i think thats the strategy. Its been a proxy, a bond proxy, mega cap growth, technology. It certainly is active in a very defensive mannerism given the strength of Free Cash Flow generation, given the low debt levels and the ability to withstand maybe a slowdown and buy back so that has been the right strategy Going Forward and i think, as i said before, it will continue to be one lastly, on the regulatory front, if you think for yourself of all these big nails, scott, which one most likely would be broken up, im curious what others would think but i would think that facebook would be the most likely target. Thats one of the reasons why despite what kevin talks about, the strength of the business, i have concern for owning it yeah. Look, its you may be right it may be at the top of the list they all may get a look whether they actually get action is a whole other story al together kevin, you bought more zoom and kevin and bryn, you both bought more ali baba tell me about zoom and then go to the alibaba story i used all the different platforms every day. The one ive been watching now and i own and ive added to obviously is zoom because its becoming a standard in its ease of use it really is i dont want to talk about the lack or whats missing in the other ones, but when i do these meetings now and when everybody can choose anything because basically these are commodities in some ways, zoom is a couple of turns ahead of everybody else in how the platforms work. The integrations with the worksheets, the integrations in adding and giving different rights to different participants, i recently did one with thousands and thousands of participants, it went l flawlessly when a Technology Works and it becomes an adjective and its a known brand and provides Free Education and all that, to me its becoming a standard that somebodys going to have to pay for and take out at some point and i added to it because im spending more and more on the licensing of that. They keep making the cost of owning the bigger corporate version more and more and even though it makes me mad to pay more and more, i really dont have any choice. They have pricing power. When i see a company that has pricing power, i buy the equity to get back at they will them were watching the stock make a nice little move bryn, tell me what you added. You want your thesis and your catalyst the thesis is well known, you are capturing the longterm growth of the middle class in china. Alibaba does lots of that in china and chinas economy is doing better than most others. Theyve been able to travel freely because they did a draconian shut down and now they can work theyre very very nascent and small because thats going to be a hyper growth party of the story Going Forward. And ant financial, which is going to be ipoing i believe later this month in hong kong, its the old ali pay and theyre looking to raise 30 billion, which would give it a value use of 200 billion. Alibaba owns 30 of that you do have biden come in and win, that will be a tail wind to some of these chinese names as well it broke out of 300. Its been trading from 280 to 300 for some time. If were making the statement that technical is getting this ramp again because stimulus talks seem to be at an impasse, lon as long as that remains the case, people will continue to buy those type of stocks pipe Piper Sandler says the economic recovery appears to be slowing and new coronavirus cases are on the rise across the u. S. And europe the market seems content with a stimulus deal coming before or action the election. In other words, were getting it one way or the other either we get it before or after. If theres a blue wave and biden wins and the market continues to ramp up as if it agrees with what pipers saying. Yeah, scott when youre talking about stimulus and this is something that my friend carl kent, your friend as well, and we go back and forth all the time on twitter, we dont trade the economy, we trade the market now, some people say, well, the markets a surrogate for the economy and we can talk about that at another time but im saying the market goes higher regardless, scott. If we get the stimulus now, the market goes higher in the relative short term. If we get a bigger stimulus in january, february, march, whenever it finally gets out there, thats going to benefit the market my issue all along has been that people, the economy itself and people are the ones hurt by the delay of this. The markets love it either way, scott, because heads they win, tails they win they either get the stimulus now and drive us into the end of the year or we get a bigger stimulus next year and drive us into 2021 again, thats the market, though, not people thats not the economy thats the stock market. I hear you, but, bryn, if were going to get stimulus one way or the other now and later, why not reopen recovery names . You have to look specifically these reopening naimes, some ca sustain themselves over the next three months, some cant republicans are saying we have a vshaped economy and recovery, there are so many nonpublic live traded restaurants, restaurants, thohotels, movie theaters that need immediate stimulus if you have biden come in, hes not the president until january. What will we get then . I think thats terrible for such an important part of economy and it looks so political. I think you have to be careful and invest very specifically with the reopening nails mes tok sure they have at cash to move into the new year. Kevin, youre doing just that, youre going specific and its a republicing pl its a reopening play to adding to your Disney Holding you said it was a vaccine stock, you werent going to go into it and the fact that youre adding to it surprises me because youve been adamant about where it goes without a vaccine. Scottie, when the facts change, i change heres the enacts i really like about disneys move. We just talked about movie theaters i personally think movie theaters are the equivalent of vhs tapes. They are going to zero and we will reposition that real estate for other things needed, maybe condos, Cloud Kitchens or tick and tak. If youre disney, you have titles that every family needs and wants and disney titles, as everybody thats raising kids know, its not just view it once, view it 10,000 times what theyre going to be doing on Christmas Day is taking a tight that was scheduled to go into theater release all around the world and theyre going to release it on their own streaming service. Now, i like that story in a big way. Because i would like to start seeing tent pole titles like the james bond movie, i have been preprogrammed along with millions of other people that im never going back to a theater why do i need it so disney is going ahead of this trend and saying why only am i talking about recovery globally, i know we still have rye ruviru issues here but well get through that in the next six to nine months, but Disney International on treatmestreamio have propriety titles thats watched multiple tilmes, you can if youre so high on that on the streaming and so high on disney plus, why are you against dan lobes plan to eliminate the dividend and redeploy that capital toward the streaming business, which he calls the greatest opportunity in the last 50 years for disney. No, you dont have to be that radical. You dont have to do that. Disney is no if i want that, judge, ill just by netflix. If i want something that doesnt want a dividend and turns it all into buying billions of titles, i have that play already i get so much more with disney i like the theme partials,ks, ie the brand. I dont need an activist to rip it all apart i think you lose the entire shareholder base, including me disney is part of my quality dividend strategy. When given a chance to vote that idea, i will say no thanks, not interested the management is embedded in the culture of dividend, leave it and let them growthe streaming business the way they are. Dont take my dividend away. Dont even think about it. Were going to step away for a couple of minutes. Well come back and talk twitter. The stock is already up 50 this year well discuss how much high ter can go from here and well debate that xt were back right after this. Welcome back, siim sue herera facebook is removing all speech that denies the holocaust. Almost a quarter of people aged 18 to 34 think the holocaust is a myth, its been exaggerated or arent sure it happened. The American Bar Association has given its highest rating to Supreme Court nominee Amy Coney Barrett saying shes well qualified to serve on the nations highest court in new york city, the police have handed out more than 150,000 in covid19 fines since friday the penalties are being imposed in the citys hot spots and include fines for five houses of worshiped that each organized events with hundreds of participan participants and deadly floods have killed 17 in vietnam and another Tropical Storm is on the way. You are up to dates are sco, sc. Back to you. Lets talk twitter shares now. The price target at Deutsche Bank, 56. Joe, i want to know the dow is up 300 points, the nasdaq is up 300 points nasdaq is up 300 points, 2 2 3 percent, 11,881. Joe, its yours. So is it relates to twitter, i purchased it a few weeks back and it was exactly for the reasons that are talked about in this note. Youre seeing strength in fundamental and technical factors. Fiveyear high today i agree with the price target. That is my personal target i believe youll see this stock to the upper 50s user engagements are coming back there seeps to there seems to be momentum i think it goes beyond the pandemic value will be recognized in that you will find new users that have gauged that will remain with the platform longer than the pandemic so the terranova project was 56 also . Yes, sir. Good stuff. Cyclical recovery, long enough to own it, more positive feedback in the ad channel yeah, always good to own it going into a big political event like an election for obvious reasons. But one thing that has happened on the florm, because i always look at the propensity of large corporate brand, theyll really gotten their act together in turatu curating the platform. You can block out the crazies and make it a little less nuts if thats the best way to do it. Theyve added the tools to do that it was a place where you got a lot of eclectic boughts and people will own three followers who want to get into bigger platforms to get in aggressive dialogues. All of those have been repaired with new tool sets to make the big brands more comfortable in placing their products or services there as a user of the platform, weve got 700 and something followers and were much more comfortable putting our brand and services on there now because weve been able to edit for lack of a better word nutso stuff. If everything you said is correct, which maybe it is, the stocks up 50 year to date, kev. I look at the analyst lan scape on landscape on it, you have 26 holds, only 10 buys. The stocks up 50 so isnt everything that you said already the reason why the stocks up 50 fresh money should go into twitter today . Its the first time i think where at least for me where we are starting to consider spending on it it takes a long time to change perceptions, particularly a very mainstream s p 500 companies to use a new social media platform, put it in their budgets. I already talked about how Small Business facebook owns them at 80 plus, whatever the number is, its huge. For large corporate clients theyre for the first time considering a 2021 spend on twitter they never considered before that took years. It took three years. So i would say for the first time a lot more optimistic i got introduced to this stock when stephanie was complaining a the it once when it was 28 down from 38 in a week and she had the same claims that one day advisers would advise on it and i think that was right back then and it will be right now i think youre in the middle of a real transition to the coming of age, the golden age of twitter maybe. Well see another bunch of calls today, too, catching our interest good to be with you lets start with the best performer in the s p, ford, up a little more than 6 1 2 , including an upgrade to buy from hold price target goes to 10 analysts are encouraged by the new leadership at ford, better than expected Third Quarter performance and pepsico also gets an upgrade to buy price target here 169 this is on belief that pepsi will continue to deliver top line growth between 3 and 4 and also improve margins in its north american Beverage Business now to what seems like an avalanche, snowflake price targets between 350 at truest and 220 add morgt Morgan Stanley. Its expected to replace existing sky providers it has been public a little less than a month now it has and its been an amazing run, albeit short. John, you buying snowflake i have been, scott. You know, i was angry so you dont trade well when youre angry, just like that ground hog in ground hog day with bill murray dont drive angry dont buy angry. I was ticked and then i started getting in this was an alternative data and it makes it so much easier so snowflake, great stock. Now theyre finally getting some option volume starting to come in there, too, scott i think this will be one you really want to keep your eye on. I agree with all those analyst comments even cramer has come around to it who was saying 100 times sales, no way. But now hes read some of the analyst notes and said some of these things i didnt realize and now hes a buyer of it are you a buyer of snowflake kevin . Hello. Oh, sorry no, 104 times sales is ridiculous heres my real problem with it riddle me this im microsoft. Im amazon im google youre going to tell me that i dont have the buying power of engineer, i dont have the talent, its impossible for me to link analytics to my database thats ridiculous. Of course theyre going to have competition. And this is not a b to c play. This is a b to b play. So its not like its a brand that everybody in america knows. Oh, i got to have snowflake. No, no, no microsoft will fix whats missing . Azure. Bezos, you think hes sitting on his hands saying 104 times sales . Maybe i want a piece of that action maybe i fix my database. Maybe they just do it better. Thats my whole point why would you take that risk i cant believe anybody would pay 100 times sales for anything but dont hit me because i own a couple stocks that are a hundred times sales right now. But at least they have a reason, they have a brand inside the consumer play. This is b to b so its different. This is margin crushing eventually, this is competition from microsoft and tell me a company thats better than microsoft at ripping off a good idea and two years later making it theirs and doing it better than ever before thats all they do theyre great at that. No two snowflakes are alike, though, kevin. Remember that. As we go to break, a check on the s p sector heat map. Up today led by technology back after this. You run it by an expert, you talk about the risk and potential profit and loss. Couldve used that before i hired my interior decorator. Voila maybe a couple throw pillows would help. Get a strategy gut check from our trade desk. Our Retirement Plan with voya gives us confidence. So we can spend a bit today, knowing were prepared for tomorrow. Wow, do you think you overdid it maybe . Overdid what . Well planned, well invested, well protected. Voya. Be confident to and through retirement. But a resilient business you cacan be ready for it. Re. A Digital Foundation from vmware helps you redefine whats possible. Now. From the hospital shifting to remote patient care in just 48 hours. To the university moving hundreds of apps quickly to the cloud. Or the City GovernmentGoing Digital to keep Critical Services running. You are creating the future on the fly. And we are helping you do it. Vmware. Realize whats possible. This was the theater i came to quite often. The support weve had over the last few months has been amazing. Its not just a work environment. Everyone here is family. If you are ready to open your heart and your home, check us out. We thought for sure that we were done. And this town said not today. Bob pisani with the etf portion of our show. Amazon prime day plays tomorrow. Im all over that story. Simeon, you have two big retail etfs that have been killing it this year, the pro shares long online short stores, clix, the etf there up 82 , long online, huge outperformance and youre short brick and mother tartar is that going to continue to run . If you look at q2, this takes preem by surpri people by surprise only 16 of retail shares were online number two, the pan ddemic accelerate that 16 was up from 11 but likely to be sticky. Think about a quadrupling penetration in the lagger, groceries and in folks likes chewy, 70 prescription, ore or etsy, at 50 of their sales kale from ma came from masks. You look at walmart. Their reward has been shrinking margins while amazons have doubled. The fundamentals point to the online folks if you see acceleration and performance like that, you worry about valuation. If you look at the relative valuation of our online basket, the pro shares Online Retail baskets and compare it that to the tech sector, were trading at half the price of book of three or four years ago. Its hard to do absolute valuation these days, not as expensive as you might think. Youre one of many funds that launched esga, these funds are all raking in money this year but there is increasing criticism. Last week or a week and a half gag, burton did an editorial in the wall street journal saying they dont have a coherent methodology. Is esg in danger no, we just in the first of it theyre saying theres a lot of ways of looking at esg and defining it. You have traditional, which is exclusionary you have digging into the companies and fini finding out e environment, government or social and theres impact. Theres a lot of different ways to look the esg and think about how it would fit into your portfolio. I dont think its dead at all i think overseas theres been a lot of use of esg and the u. S. Is starting to pick up as flows into u. S. Is only going to continue as we go forward. Join us at 1 p. M. Eastern time, etf edge. Halftime report will be back in 30 seconds. Cloudera is struggling to hold gains. Doc, tell us what the trade is well, one of the trades is that this is what kevin was looking for, somebody that competes with snowflake. Obviously big data and mining that and this is what cloudera does, scott. The 23rd of october, in other words, two weeks from now, this expiration, theyre buying the 12 strike calls, they bought them in big numbers early this morning. Now its up over 25,000 contracts. Thats 2. 5 million share equivalent im in ill probably be in about a week, scott. Second trade real quick, li, electric cars, evs, if you will. Theyre buying the november 2250 calls, big numbers, over 6,000 i bought those ill probably be in these most of a month, scott. A quick break well come back and talk futures next at Morgan Stanley, a global collective of thought leaders offers investors a broader view. We see companies protecting the bottom line by putting people first. We see a bright future, still hungry for the ingenuity of those ready for the next challenge. Today, we are translating decades of experience into strategies for the road ahead. We are Morgan Stanley. Dont settle for silver 1 for diabetic dry skin 1 for psoriasis symptom relief and 1 for eczema symptom relief gold bond champion your skin gold bond you can go your own way go your own way your wireless. Your rules. Only Xfinity Mobile lets you choose shared data, unlimited or a mix of each. And switch anytime so you only pay for the data you need. Switch and save up to 400 a year on your wireless bill. With the carrier rated 1 in customer satisfaction. Call, click, or visit your local xfinity store today. Lets do the futures outlook now. Natural gas futures touching the highest levels since january of 2019, now up around 30 on the year scott nations of nation index joins us now for the trade what do you have today, scott . Well, scott, they are up 50 , more than 50 over the last three months 15 this month what we have right now is nat gas is rallying due to, you know, seasonal cold weather. Thats expected. Hurricane delta, which is unexpected is also slowing production, but, you know, supply is still historically robust, about 11. 5 above the average, fiveyear average for this time of year. That said, scott, if were all going to be hunkered down until spring of next year i do want to be long nat gas because well be burning a lot of of it to heat our homes so i want to be a buyer of the december contract this is the december contract which is the second contract, not the november one, because thats going to go off the board soon i want to be a buyer at 3. 15 as you can see right there, target to the upside, 3. 95, and my stop is 3. 05 really tight stop in natural gas because we dont want it to get away from us, so you see their max risk is 1,000 wed be making 8,000 scott, this is one of the trades im going to being ma. If we get in it and it starts to work, im going to be raising my stop and my target as we go. All right good stuff scotty, thank you. Scott nations joining us coming back, brynn has a new boy and monster day for the nasdaq, looking here up better than 300 in, 2. 75 . Tech is on the run today were back right after this. You may not expect the unexpected, but you can certainly take it all. The lexus es. Wow, this rain is bananas. Now available with awd. Lease the 2021 es 250 awd for 359 a month for 36 months. Experience amazing. At your lexus dealer. Before we talk about taxsaudreys expecting. New . Twins wed be closer to the twins. Change in plans. At fidelity, a change in plans is always part of the plan. Welcome back well do final trade in just a minute brynn, we have some business to take care of boeing, a new buy on your list tell us why. Well, you know, i think that with boeing, i think boeing has like two potential paths that goes the way of ge, and you have, you know, it cant get out of the runway, or they actually turned things around 737 max comes online we do travel again, and the stock is incredibly cheap. You know, i think jim said it a few weeks ago. He said, you know, you have the the defense business and then you have somewhat a free call on the Airline Business so i think its a really cheap stock. It could easily go into the mid220s with just having no bad news and a little bit of good news so i thought it was a good entry point. I bought leaps which are longdated options going out to january of 2022 so i have time on my side i thought it was a good value name as we get a recovery it has potential to have really nice return. Can you give me ten second or so on pure storage we showed it on the screen and i wanted to let people know its another one. A summarily company with a 5 billion market cap pure storage ipo in 2015 they do flash Data Technology around data centers and opposite of top faang names, you want future companies with really high revenue that arent trading at trillion dollar market caps. Lets do final trades kevin oleary, you can go first. So many good things going. Yes. But for final trades for me its got to be alibaba so many good things heading into this election. Its not going to be a stock that will be volatile to the u. S. Election. Okay. And if you own amazon youve got to own alibaba represents the pure play on china. Its fantastic. Doc, quick . Datadog, ddog, bought it during the show. Joe caterpillar, 7. 5 away frommin a alltime high. Brynn, whats a name . Crispor therapeutics. Roach, nestle, west pharma, perkin, elmer, you can tweet about those, kevin, as to why you bought those thanks for watching. The exchange is now. Thank you, scott wapner. Im bill griffith. Happy monday, everybody. Im in for kelly evans heres whats ahead. Three big Market Forces at play right now, the election, earnings and vaccine hopes so what should investors focus on most when placing their bets . Were going to talk about that coming up here plus, its being called the most significant iphone event in years. Were going to look at tomorrows big unveiling of the new iphones with big expectations and prime to keep rallying after months of delay amazon kicks off its twoday prime event. Will i