as we head to the close, the dow up 20 points. that s the first hour of the closing bell. second hour of the closing bell with maria bartiromo ww where are you seeing conviction on the buy side? are there sectors where you see buyers continually day in and day out? energy and financials, those are the short answers. good answer. thanks for that. let me does you, tim hollands, how are you putting work to be in this environment? what kind of year do you expect it to be? we don t have price on the dow, but we continue to look at more domestic-facing companies and industries, so consumer finance are big parts of both portfolios. we think housing continues to improve, consumer continues to delever, monetary policy remains supportive, so stock-pickers, we own redwood trust, which is a mortgage reit investment jumbo. we own carmax. they invented the used car superstore, lots of growth left there. and then a final stock would be ko colfax, which we do a great job as the
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