cryptocurrency, she tells me the u.s. should do the opposite and allow innovation and work with the private sector here. she says the u.s. needs to move a little bit faster to keep up with the pace of innovation, at least on stable coin >> i thought it was interesting how she drew the contrast with china and saying we should do the opposite it was a great interview thank you for the highlights. that does it for "the exchange." stick around, "power lunch" begins right now as we wrap up september, welcome to "power lunch," everybody. here's what's ahead on this last show of a bumpy month. the dow takes a dive is it time now to go bargain hunting? a veteran trader has identified two stocks that he says come at a very good price. ransomware on the rise a new report says an attack is now expected to occur every two seconds by the year 2031

and is wall street underestimating the threat to businesses far and wide? and haulerthat vok there aren't enough truckers to get goods where they need to go. the head of the american trucking association tells us what he see. a check on the markets the nasdaq climbing firmly into positive territory with a quarter of a percent gain. dow down 324 home depot and united getting hit hardest. gains of 2 to 3% and the financial stocks have been solid performers in recent weeks are lower today. the ten-year at 1.522% a. bit of a breather there in the energy space, all pulling back, only 1 or 2% and paychecks is up today, at

last check about 5.5%. they report ads rise in revenue and raised their 2022 outlook. with a name like paychex that has to be good. it is a good day to go value hunting and pick up bargains let's bring inner is at seppi, a managing partner at dcla he's also a cnbc contributor good to see you, sir. >> good to see you, sir. >> should we be exempting more volatility in the market as we move now from the third quarter into the fourth? yesterday at delivering alpha, brad geshner said stuff happens in october get ready. what do you think? >> stuff definitely happens in october. and stuff happens when we have got earnings seasons coming. we have also got this handoff. we've got a couple of issues one is that when are we going to

taper? and then what are we going to do globally in terms of, you know, we are talking about energy supply chain and demand. and i think those -- all those variables are going to be very important for earnings season. and the valuation of the overall market as well >> value stocks, you point out, as others, have been underperforming for about a decade do you think that's about to change if so, why and where? >> so i think, you know, people when you look at value, you know, a lot of the old school value is just stocks that were beaten up, didn't have any catalysts. great -- things were going to come back when growth sold off i look at value as an intrinsic value, what is this company really worth what is it being priced at towards the market and take into consideration behavioral finance as well there are opportunities there. i am definitely looking at a bunch of stocks i think are undervalued by the market. >> one of them we are all very

familiar with and many of us are holders of it here because it is basically the only stock we can own. that is the stock of our parent company, comcast why are you drawn to it and its businesses >> so a couple -- a few reasons, tyler. if you look at valuation basis, stocks on ebitda of 8.5% compared to its peers like charter, that's a 20, 25% discount if you look at the market versus on a p/e basis it is also at a 20% discount what you are getting out of comcast is high single digit growth, probably close to more than 10% for the next three to five years you have a strong balance sheet. you have got management that's really looking to optimize shareholder value, whether it is buying back shares or reducing debt, increasing the dividend. then when you look at the businesses look at the catalysts there. nbc universal, we are -- you

know, in november the u.s. is allowing europeans to fly in that's going to start changing if you look at sky, that's performing really well peacock, complete option value there. it's not really being valued at anything at this point then when you look at the core business and look at broadband, you know, comcast is doing so many thing in terms of ancillary service. if you add there the business services plus the mobile out of 33 million customers only two have mobile. i think there are a lot of catalysts here to draw the difference and make up the difference between their peers i do think the stock has a way to run. >> i found it interesting that you say -- i was going to sort of ask you -- we have one more stock to get to, but the core business of comcast is really the delivery of broadband and those services, isn't it >> absolutely. and if you look at where we were in terms of stay-at-home and hybrid, that is a service that people are not going to give up, especially if people are going start working at home.

not only do you need the current broadband,er going the need accelerated broadband. that's a high margin for cable companies and very sticky as well people are not going to transfer from one to another because of prices in fact they are going just going to add more services to it. >> i think that's true i think once you find and get your house wired with one company, the disincentives to change can be pretty steep while you are -- >> absolutely. >> sorry go ahead >> i was going to say, look at me i am sitting at home and i need my broadband to be perfect. >> yes. >> if it is not, then i can't get the same work done than if i am in the office. >> if i am sitting at home watching peacock or some comcast offerings, i can see that pairing very nicely with some of the products of constellation brands >> absolutely. so a modelo or corona beer here's a couple that's down 3% for the year valuation, trades at 16 times earnings growing high single digits

peers, pepsi, coca-cola, among lease trade at 22 times earnings with low single digit growth you look at the catalysts. why is this stock underperforming? a couple of thing of one you had this overhang of seltzer constellation brands has 2% of its brands in hard seltzer that's not going to hurt it. secondly, in march you had a shutdown in mexico arc lot of their production got shut down that was an inventory related issue. the demand for modelo and corona is really high in addition to that, they got rid of their wine business, gallo business, which actually was -- you know, is a concretive when they got rid of it. now you have a business that's going to have higher growth rate, higher margins, you are going to have the ability to have on premise, going restaurant and bars as we get through the delta variant trading at 25% discount to the s&p and a discount to its peers

at double the rate growth rate. didn't know they owned gallo. interesting they got rid of it. >> they did. they got rid of it. >> go ahead, finish your thought, please. >> i was going to say, 85% of their business now is beer. >> 85 -- comcast and corona. er is at, thank you, man. >> exactly, together >> sounds good to me. investors looking for yield in a low rate environment, and companies looking for cheap cash formed a potentially dangerous combination this year. let's look at these potential risks. >> we know corporate america is on a borrowing binge right now high yield bond, aka junk bonds carry a high level of risk when it comes the defaulting. $382 billion have been issued by firms from coinbase to crocs this year. that's almost $46 billion in 2019, i use that number because that's better barometer given the pandemic but the question is, should investors be worried companies

may run out of money our view for default in high yield is benign over the short-term period. the yoet look, despite volatility and concerns out there is still pretty decent. >> the default rate seems to be falling sharply since the pandemic era peak. you can see in this graphic exemplified by this part over here across the board, companies are rushing to take advantage of cheap rates and refinance their loans. there are negative catalysts like the fed tapering its bond program and the slower economy but experts seem optimistic. >> the monetary economy is ultraaccommodative it is impossible to have enough of a slowdown that's enough to wary corporate america i want to own corporate bonds. >> there are all turn hifs, jnk, shyg, examples of high yield

bond etfs on your screen up double digits since the pandemic low but still lower than the s&p 500 during that same time frame. even the yields are above 4.5% triple the yields of the ten-year as we have seen with evergrande, corporate debt can seem like a great investment, until it is not. investors need to decide if these negative catalysts are temporary head winds or a warning that the debt binge bubble could be set to pop. >> indeed, christina, thank you very much. we appreciate it. coming up, undetected and unreported cyber crime is on the rise and there are two industries more vulnerable to ransomware attacks than many others the author of a new report will join to us tell us which ones they are, and why. and the best and worst stocks as the third quarter comes to a close is there an underperformer worth buying our trading nation team will place bets on that. as we head to the break, here's a look at some of today's new 52-week highs, including

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welcome back to "power lunch. i'm dominic chu, the dramatic fall in shares of bed bath and

beyond, down 1.2%. it was one of those meme stocks earlier this year getting bullish tension on internet chat forums it wasser inly $54 in january. it is below 18, $17.25 right now. other meme stocks have also seen waning performance specifically when it comes to september the original one, gamestop has lost around 2% just this month alone. amc entertainment down 26% on a month to date basis. now if you are looking for guys the market cap losses since their highs early this year. gamestop, has lost around $10 billion in market cap. amc has lost around $13 billion. those guys big losers there. back over to you. >> i guess the helium just came out of the balloons. i guess you could look at it that way dom thank you. a new report says the ransomware threat is being underestimated by wall street. according to barclays, the expected annual costs could

reach more than $10 trillion by just 2025. this year, there was an attack every 11 seconds, and the average cost per breach last year was $15 million our next guest has a framework for how companies can protect themselves and says there are two industries most at risk. joining us now is barclays equity research analyst anushka chall wallia i have to say, your name is fun to pronounce i just want to say it skpoef over again what are these two industries you say have been -- are most vulnerable these days? and why is it? >> yeah, so the two industries that we really flag as the most vulnerable to ransomware attacks in particular are health care and manufacturing. there are a couple of reasons for that they stem from their low tolerance to disruption. health care for example, there was that mass shift to telehealth last year

that really wasn't coupled with sufficient signer security control. the value of medical data is only rising and it is becoming a very lucrative target for cyber criminals. when health care attacks could result in the loss of access to patient data or vital medical technology, health care facilities are really forced to pay that ransom immediately. and then within manufacturing we really have seen that digitalization has acted as a double edged sword that investment in automation, manufacturing technology, has increased the attack surface area and one trend that we have seen within ransomware is attacks occurring much higher up in supply chains. that really makes the manufacturers a lot more vulnerable to attacks. >> so, do you have a blue point for the ways companies can defend themselves or fight back? and we will get to, i promise a couple of the other points you want to make about how to do

that but give me a blueprint on how to fight back? >> sure. i think the main thing with ransomware is that the threat landscape is evolving so rapidly that preventing attacks entirely is almost impossible i think this year has really shown that but what we look at with this report is a much broader approach to virtual security by looking at ways to deter attacks, disrupt them, and really prepare companies to minimize that disruption and the three things that we point out are digital identities, cryptocurrency regulation, and cyber security investment in a more strategy psychic targeted way >> so i think one of the things investors have to think about is that this changes the economics of investments in these areas n health care and manufacturing for instance with hospitals, which we don't think of as running high profit margins it feels in a way unfair to them. you know, they are tasked with

life-and-death situations and yet they are getting ransomware attacks. how much do they have to spend on the ransom care protection technologies to make sure it doesn't happen what does it machine for investors on the or side of the equation >> absolutely. for companies that clearly have had funding constraints in the past investing in full security teams is difficult and partnering with cyber security third party providers is a great solution about you are right, funding comes into that. the point here is are you making those investments in clever and strategic way? what we have seen in the past is many companies in many industries have already invested in cyber security. it has proven insufficient what we argue in the report is to really conduct that supply-chain analysis and understand where the materiality is and making sure your really delegating that funning into the correct places i think one of the main ways to do that is to have the proper

governance in place. that's where our discussion on security really comes into that. >> you say that wall street has undervalued the threat of cyber breach and ransomware. and that would imply then that you think that some of the stocks that are most vulnerable to this in health care or manufacturing are therefore overvalued because wall street has failed to take in the risk am i understanding you correctly? and in those stocks, granted everybody has a vulnerability, but in those stocks that are most vulnerable, how much are they undervaluing the cyber threat or therefore overvaluing the value of the stock you get my point, i'm sure. >> sure. i think with ransomware in particular, the nature of the attacks have really changed over the past year. we have now seen these very high-profile attacks that have caught media attention, government attention and that's led to threats to critical infrastructure and a much larger amount of intangible

costs. and we really argue that the damage and estimates that are put out there in the market at the moment are really underestimating that in particular so the first point is these intangible costs are rising rapidly. and that includes things like business disruption, reputational loss, lost customers. and that's the first point that i think why people are underestimating the damage >> so can you put a ballpark percentage on how much we are overvaluing stocks because we are undervaluing the potential threat is it 5% of the stock's value? is it 5% of profit what is it >> i think it's very difficult to do that at this stage, mainly because cyber attacks continue to go, majority are unreported and undetected it is a very sensitive topic that most companies don't end up disclosing metrics on. i think assigning a percentage

to it is very difficult at this point. >> forgive me for trying i tried. but i knew to a goss-- but i knt was going to be a tough thing to put a number on. i understand why it is so difficult to do. thank you for your time today. >> thank you. >> a reminder about all the stocks from c -- and crowd strike and all the rest that benefit from that trend. further ahead, with september coming to an end, so does the quarter which names took the biggest hits should you buy the dips? stay with us on "power lunch." m. you can close with more certainty. and twice as fast. if i could, i'd ten-x everything. like a coffee run... or fedora shopping. talk to your broker.

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welcome back, i'm raheel solomon. here is yourself cnbc news update at this hour. a 13-year-old student is in critical condition after he was he was shot by classmate at his memphis school the suspect is in custody after he turned himself in at a police station. his age has not been released. federal authorities are investigating morgan stanley interactive brokers and several

advisory firms, it has been reported it is a money laundering probe a man is suspected of helping his cousin a venezuelan oil minister hide $2 billion in the financial sfim. how the fbi applied for top secret he is epipen warrants were more widespread than previously loan. over five years supporting documentation for almost 200 warrants requested under the foreign document intelligence act were reported missing or destroyed. police in indiana say they found this in a van they pulled over on interstate 70 for following too closely. 4700 pounds of marijuana among the clues that led to a search, a leafy plant material in the driver's pants and a strong pot owed or one question about this story. we don't know who the doing is what the doing is doing in that

photo. maybe it is a police sniffing dog. i have never seen one that looks like. >> following too close who was following whom too closely. >> the suspects, who were arrested were allegedly following behind the police too closely. police pulled them over, and that's what they found. >> thank goodness most criminals are kinds of bum, because following a police person too closely while you have 400 pounds of weed in your truck is sort of dumb, right? >> they may have been high. >> maybe they just -- i don't know all right. i hope the dog is enjoying it. thank you, raheel. >> let's check on the market the dow is anything but high it is down 300 points or more than 1% right now. maybe it is just a -- maybe it is on downers. 34,028 is the number the s&p 500 also lower as we rounds out -- by half a percent as we round out the month of of september. the nasdaq is up half a percent.

ten-year down at 1.525% after a week that has seen interest rates moving higher. shaping up to be the worst month for the global bond markets since early this year. to bring us up to date let's go to rick santelli at the cme. >> yes, september is certainly bringing much higher yields, and it is not only in the u.s., it's -- think about it this way. ten-year note yields started out themond at 1.31. up 21 basis points 30 years are up 15 boom yields went from opinion us 38 to minus 9. and guilds from 71.102 to plus 31 let's look at the tens this is important. after wednesday we still settle at 1.30. opened next day around 1.30. it wasn't until the bank of england got hawkish that everything started to pop. if you look at a month to date of tens and 30s you can see what

i am talking about the european chart month to date of boones and yields up, up, up the reflation trade may be back. the reasons? they are all around us the easiest one look at the month to date of natural gas and crude oil. any questions. the dollar following interest rates moving to the up side. month date on the dollar index, up close to 2% >> there it goes, rick thank you. let's get to movers we are watching today car max down more than 10%, the auto retailer missing earnings estimates and reporting a smaller than expected jump it comes at time when it expected it to report continued gans. virgin galactic jumping 12.5% after the faa conclude a probe of the july 11th flight dishappen determining the flight

deviated from its path without communicationing it to the ffa. rh down a third of a percent. brand amplifiers, they argue k compel the stock further. ahead on "power lunch," we are seeing supply chain struggles everywhere it is all stemming from one key shortage there aren't enough truck drivers. we will dig into why this shortage is happening. the ceo of the american trucking association joins us next. plus we are continuing to build a dream portfolio with our power house blueprint. the stock picks this week, when "power lunch" returns. hey lily, i need a new wireless plan for my business, but all my employees need something different. oh, we can help with that. okay, imagine this...

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move upward for that commodity at 5.82, closing a big month up, 35%, kelly, in september. >> huge. as we have been reporting the energy crisis in europe is being given in part by a shortage of truck drivers. that's how they ended up with a shortage of gasoline at stations more than a million drivers need to be hired over the next decade to keep up with retirements and increased shipping demand. let's bring in chris spear the ceo of the american trucking association. what makes our -- different from the uk's >> i think the uk is experiencing something that's brexit induced it was largely fueled by immigration. when you have a lot of the products coming into great brichbt, a lot of it, including fuel driven by eastern european drivers. it is a processing problem to get those trucks into the

country to deliver their goods it is a different feel our problem is more vast, has more factors contributing to it. we are seeing port inefficiencies you are seeing the backlog of ships. asia, too, they are operating at 50% precovid manufacturing levels their ships are just as backed occupy in their ports as ours. you have driver and worker shortages, chip shortages, pipeline hacks, a whole host of factors including things we don't control like natural disasters. layer all that with covid, it's amazing that our supply chain is as resilient as it is. but these are all factors that contribute and then the driver shortage on top of it. >> right. >> getting talent back into the trucking industry is going to be key to gluing the economy back together. >> i am glad you brought up the brexit issue it would seem their problems are more acute, ours are more chronic. they lost a lot of drivers overnight like you said and they have holdups at the ports.

yz the warnings we have over a million vacancy is over next decade i listen to the discussions and i think is it going to be we are warned, warned, warn, nothing happens. and then all of a sudden everybody goes we were warned why didn't we do anything about this which way is it headed >> it is inflated now. everyone is experiencing a shortage restaurants, grocery store, restaurants, airlines. everyone is experiencing a shortage we came into the pandemic with a 61,000 shortage on drivers now we are predicting 160,000 short over the next seven years. this is a problem we have been working on for years, not just covid induced. we have got look at existing drivers. we have got look at what they are paid, look at their health care, wellness programs, their training we have got to go after exiting service members, veterans, urban hiring, women and minorities, even younger people skpk bringing new talent into industry these things don't happen

quickly. they are a long term investment into the industry to ensure that we can move more goods with more trucks and drivers right now we are having to move a lot more with a lot fewer trucks and drivers and that's the strain. >> two things that leap out at me one is that the wage level is not all that high for a very demanding job. i mean, we have the average number there, it is $47,000 a year these are experienced people in many cases, with -- who have specialized knowledge and still. that's number one. so i would like to have you address that the other thing is the average aim of the drivers and the fact that so many of them are really probably getting ready to retire how do you get more younger drivers in the pipeline? and one way, obviously, would be to raise pay >> well, the existing work force is a reflection of the problem we do have an aging work force we are averaging around 50, very high over the national average the pay is also an issue it's something we recognize.

but if you look at all modes in the transportation sector, trucking is paying more in salary increases over the last seven years than any other mode. so we are paying more. i think health care, wellness programs, training, also image matters. i think we have a very payet trooic, hard-working loyal work force that have been out there doing this throughout the pandemic, delivering ppe, now vaccines, making sure our country comes out of this covid rut. but we need the look hard at where we attract that talent 18 to 20-year-olds is not currently allowed to cross state lines federally although they are allowed to drive in 48 states we send our 18 to 20-year-olds over seas to protect our freedoms i am sure we can train them to drive a class a across state

lines. >> yeah, i think people are understandably nervous young drivers have a much poorer safety record obviously than more experienced drivers do. you mentioned the idea of image. what are you talking about there? i can imagine that a young person in his or her 20s and 30s would like to feel good about what they are doing. and i think trucking could be a part of that what would you like to stiff up ab spiff up about the image >> look at the pandemic. they got into their cabs during the early weeks of covid when it a lot wasn't known they didn't know if they would come back with virus, infect their family with the virus. store shelves were depleaded, toilet paper, milk, eggsings bread, ppe and now vaccines they did it just as they have for years, i have driven several

times across the country when you see billboards in corn felds or banners over overpasses thanking a trucker, it is well earned and it's deserved and nice to see it come in when it matters the most that's the image we need to capture and pay forward so when you attract new talent to the industry they identify with us as hard working and patriotic. and by the way you can earn a very good salary, up to $60,000 on average with full benefits. but you don't need the college education. we put so much emphasis on having a college degree when you really don't have to there are a lot of professions out there that are very, very sound, very secure we are big family in truging we take care of our own. we invite those people to come into trucking. >> this was my dad's idea. he thinks that college kids -- i didn't know the age was an issue, maybe they should all drive a truck for a year

pad out the college fund he doesn't have to be an either/or. but he was kind of joking but if that's the work force you are looking for anyway what a great way for them to see the country. >> i have four kids. one of mine said he wants to be a mechanic we have a technician shortage, just like drivers. my wife and i welcomed that. partly because he knows what he wants to do. and he knows he is not right for college. this is a better path for him. a lot of kids out there are gamers, technology savvy, there is going to be more technology on the trucks going forward. he is identifying with that. there might be a trend we can tap into. >> you might be speaking to the choir. when you get a skill number one, no one can ever take it away from you when you get a skill you will never go hungry, you will always be able the find work. if that skill is driving a

truck, cutting someone's hair, hanging drywall -- it is a skill. let me tell you the byes and women who have the nice houses down on the jersey shore, they are plumbers, electricians, carpenters. >> absolutely. >> no doubt about it >> god bless them all. >> damn straight chris spear, thanks. >> thank you for having me on. >> i think we are about to take a trucking tour across america ourselves. >> the facts, the truth, the news, that's all we are about here, man. after the break, the blue print to our power house portfolio today we look at appliance ow lchwi brit ers. "perun" lle gh back

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welcome back, everybody. today we continue our series helping build the power house portfolio. we built the house, the foundation, the windows and all that then we furnished it this week we head to the kitchen, talk appliances and the manufacturers. names like whirlpool, lowe's and home depot which names should you consider investing in let's go to liz. great to have you back are there any niche -- full

confession, that i just need to know about >> yeah. i think everyone thinks of some of the obvious names like whirlpool being an appliance manufacturer and home depot and lowe's who sell the sell a lot of appliances although it is only about 10% of their sales. an interesting one people leave out is best buy. appliances are 10% of their sales or so as well. a pretty big category for them and a high ticket category as well. >> why do you have a buy on home depot, best buy, lowe's, but a hold on whirlpool itself j i think this is a tough time for manufacturers. the same chip shortages, steel prices rising, things impacting autos right now are also impacting the appliance market so, supply is a problem. you have been talking about supply chain issues all day long, paper to trucking to all

sorts of other elements. >> uh-huh. >> for appliance manufacturers it is challenging and could compress margin. we have been hearing a mb of manufacturers preannouncing regularly. for retailers which have a broader swath of products who are tied to the u.s. consumers you don't want to discount the power of the u.s. consumer people are still going out and shopping and paying more for products the row tailers who have the products, generally the larger retailers that have great relationships with their suppliers and are able to pay up as well for products and for shipping they are able get products to consumers. that's a huge advantage in this parkt. >> the appliance market, having reasonable done a kitchen fascinates me. i don't know who owns jen air, wolfe, the ge brand anymore, honestly but maybe they are american companies, maybe they are not. i wonder whether the power house s in appliance manufacturing are

non-u.s. companies like bosch, like lg, sack sung, electrolucks and others. >> that's a fair point if you look at market share trends over the last decade. whirlpool was the incumbent strong north american brand. it has been losing some share to lg and samsung in particular these are the two that have been disruptive in this market. when you think about the fact they are also chip manufacturers and able get that product a little bit easier it does create a difficult environment for whirlpool keep up. >> it is the subzero group, ty. >> i was trying to think of subzero. >> if i looked into it liz, what tyler is saying makes me wonder if the big technology companies are going to increasingly move into this space n the same way we have display panels on the samsung refrigerators. coit be coming to other parts of the kitchen and be a long term risk to some of these names?

>> i think it's something that's been a trend for a while it has been taking place at this point it's really about, as we look at whirlpool in particular and we look at where this stock trades, you for example it is at a very low multiple relative to a lot of retail names and even some of their international competitors. and i think that is baking in that gradual market share loss but you know, it is not inevitable this is going to be an ongoing trends. if we look in the automotive market i draw a lot of parallels there. i think it will be interesting to watch this market progress. but the u.s. consumer is in very strong shape i think this is arising tide that could lift all boats. just maybe a slight disadvantage for a whirlpool versus some of the retailers that sell all of the brands. >> exactly and they can sell no matter what's going on liz we appreciate it subzero is based in madison,

wisconsin. >> what other brands. >> subzero, wolf, and ko, which i am not familiar with i am sure many others? there was a rising tide in my town that lifted all appliances about three weeks ago. and there are a lot of appli appliances needed now. >> in my parents area, they need a new elevator and can't get it. everything was. >> destroyed in the plds. coming up, we will look at the biggest losers and which names are worth buying for the months ahead we'll be right back with more "power lunch."

welcome back i'll be darned it is the end of the third quarter and the worst performers say good riddance. check out this diverse bunch beyond meat, roku, gap and peloton among the names with heavy losses all down in the high double digit numbers. what about the up? trading nation team, which ones are coming up is jo o'hara and quint jewel. quint, give me something to get excited about. >> i don't know if it's all that exciting but a name that we are

looking at going into the next quarter is phillips 66 this particular company is in the refining space and has note really participated in the uptick in oil. it is an attractive value play for us less than one time sales, boasted 5% dividend but this is a reopening play, as well. they have 7,500 retail locations and as more people take to the roads i think they continue to do well. >> in the year that's good for energy why haven't they participated >> i think again it's because of the concentration in the retail locations. as we see that come back on and as aufltd that retail picks up with reopening i think they'll play catch up in the energy space. >> all right jc, what do you think? >> tyler, it is always a fun exercise to periodically go through names that are down and

out over the last quarter. that's where you find a lot of times value, stocks that undershoot fundamental fair value so there are plenty of names to be excited about. but just because a stock is down and out doesn't mean it's buyable. an easy way to lose money. >> some things are values for a reason. >> exactly but what we want to do is technically find the names oversold but the key point of being sold is finding levels where buyers stepped up. i'm excited about roku a clear double top at $500 that's where the sellers sit but right at the $300 level right around where the stock is trading now has been the buyers have showed up over. i'm expecting a pretty strong oversold bounce off support and

that gives us 20% upside to that level and exciting here. >> that tail there at the right edge of the mark with an arrow that's the anticipated move and come down to that level, that support level you describe, and then what we anticipate is to go back up. thank you very much. have a great weekend thank you for helping us today you can head to the website or follow us on twitter up next, need a pumpkin? please tell me there's not a shortage. >> i don't know. yeah. >> if you need a tree for christmas? >> they have seeds. >> maybe uber. next big move in holiday delivery to get the pumpkin and seeds and the rest of it details after this. and now the latest from trading nation.cnbc.com and a word from our sponsor.

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market dom? >> so if you take a look at the reasons why this is important this is ride hailing and delivery giant uber technologies taking a step to solidify the place as the go-to company for delivery latest is a pop-up shop within the uber eats side of the business partnering with proper companies like mr. jack-o-lanterns and christmas trees for those in the southern california markets why you can buy seasonal items and then have them delivered to the door for a price so the partnership is in florida and los angeles and san diego markets right now but more than anything it's a way of trying to grow a business that thrived in the pandemic era which is delivery not just food but groceries, alcohol, pharmacy i'm not sure about you guys.

i would pay to have the holiday stuff delivered but i find grocery shopping and liquor store shopping therapeutic and soothing. >> me too. i like the grocery store. >> ugh go shopping for me any time. >> happy holidays early. >> that are watching "power lunch. "closing bell" starts right about now. >> thank you so much welcome to "closing bell." i'm wilfred frost. a sloppy september end with another rough day on wall street averages turning sharply lower as we head into the final hour of trade, sara. >> welcome, everyone i i'm sara eisen uncertainty of the debt ceiling and the infrastructure bill weighing today senator manchin saying this afternoon the most to spend on a reconciliation i