i think it's worth looking at the mexican company semex. that's the maker building materials like cement, concrete, whose largest end market is here in the u.s. it trades under the symbol cx, and its stock soared today. investors are betting heavily hillary clinton will win the election tomorrow. suppose that the protocols are wrong a -- polls are wrong and trump wins. what happens to semex? all right. let me first give you some background. semex is one of the leading manufacturers of cement and concrete, but it gets 28% of its sales from the u.s. that's 28% of the business that is vulnerable to any kind of renegotiation of nafta. now, over the long run, cemex hasn't been an impressive stock, stuck trading between the single digits and the low teens ever since the great recession. however this past year the stock has made a comeback, rallying from $5 and change to nearly $9 and change as of today. that's a 68% gain. so what's behind this turn around in cemex and can it continue if trump wins election tomorrow and tamps down on trade with me

i said semex would be a terrific play if hillary wins because there would be no repeal of nafta and itins, so i tried to be even-handed. but it's funny, we are in such a weird moment. we structured the show specifically to show what nafta would do and who would get hurt with the repeal of nafta and who would do better. we sat down and said, okay, let's figure out who's the biggest winner, who's the biggest loser, and somehow it became that i was endorsing hillary. i mean we were kind of in shock that that was -- we thought it was kind of like let's say nafta goes, we've not been pro-nafta on the show. listen, it does lower the cost of goods but it does take away jobs because people in mexico are working for about $2.75 an hour with no health care. so let's accept the fact the jobs go there. we thought the show would be perceived as pro-trump. we were trying to be so even-handed. and it didn't matter. i think if we had tried to make it -- we literally were flabbergasted that it came out as anti-trump. it was meant to be even-handed about what nafta does. >> i would ask you whether -- wi