Mohamed elerian. The drama at United Continental airlines continues, activists looking for Board Changes as the ceo is set to return. David faber and phil lebeau will join us. I think we got him even to come down to the stock exchange. Just flew in. You can see on screen, just breaking in the last hour, Whitney Tillson is back shorting lumber liquid ators, hell explain why the shares are down another 9 . It was about a year ago that that first 60 minutes report about the harm potentially done to folks about this flooring came out. Its been quite a saga. Then covered that short position of his in december but put it back on again. Well explain why coming up in a little bit. Lets start with the todays move in energy and materials, the stocks. Bob pisani joining us. Thank you, Goldman Sachs, we had material stocks going and this morning they put out a note pouring cold water on the idea of further rallies. Heres what they had to say, oil supply and demand is not in balance and dont preten