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