>> but get in how? one answer, look for value in companies that may be lagging behind in the recent bull market run. >> the way we've seen some of the industrial names lag, really to me is a buying opportunity. i think we'll have economic growth. and these more sensitive companies have plenty of opportunity to get stronger, and the stocks to move higher. >> price-to-earnings ratio compared with the projected profits. there are standard measures investors use to judge stock prices. at an average of 19 times earnings, today's stocks look cheaper than past rallies. when they reached into the 20s and 30s of the 1990s. that suggests today's rally has room to grow. but stocks have already gained 15% this year alone, and it's only may. shouldn't you cash in now while you're ahead? >> it's perfectly good to be happy and take a little profits off the table. and keep the positions, keep the commitment. >> thanks for joining us for this conversation today.