joining me is russ costrich, global head of equities at barclays. and daniel frishberg, chief investment strategist with laffer frishberg. gentlemen, great to have you on the program. welcome back to "the closing bell." let me get your thoughts on the disney quarter if you can or really the overall earnings picture. we're getting better than expected numbers, but once again, we're waiting for that revenue growth to really happen. it's been largely a cost-cutting situation, and yet the market's loving it. another 80-point rally today. how do you see it? >> whose turn? mine? >> go for it. >> okay. i think right now the cost cutting is what has brought about the buying so far. but we're looking out three to six months and we think that you're going to start to be reporting on cnbc real growth, real sales growth. >> rush, you agree with that? >> i think things are going to get better. unfortunately, i think a lot of that is already baked in. if i look at the back half of the year i would expect improvement for no other reason than particularly the manuf