positions. bullish new calls on a number of big retail names the stocks that should be on your shopping list the investment committee is ready to go. halftime report start right now. welcome our investment committee here today, joe terranova, jim laboren that will, and stephanie link we begin of coursewith the markets. best day since june. stocks staging a rebound i guess this is the markets saying the virus is a big story but maybe the worst has passed i think that s a logical conclusion i think it is also fair to say there will be repercussions and they will be transient, won t be that great disney after the close today i bought shares last week. what do they say about disney shanghai not just shanghai, but what are they saying about theme parks overall? i flew this weekend. one person s anecdotal report, i thought the airports and airplanes were really empty. do airlines come out and say something? all of this should be localized to the first quarter but we have to