morgan staey >> back on the half. this week we're rolling out our outlooks today. we get the najarian brothers. pete, you're up first. give us -- >> well, you know, the consumer confidence levels, i think, that feeds right into something. i mean, there's a combination of things as you look at a 2017. one of them would be corporate tax, all that, and so first, i'm going to start off with the consumer confidence. that i think leads you right to some of those housing related names. i'm not talking about the builders. i'm going right towards home depot, lowe's. i'm looking at some of those kind of names. even some of the discounters that have home relation. can you see it up there. one of the other names is tjx. costco always fits into that category as well, scott. i think if you look down and you talk about some of the corporate tax and all the rest of the different changes that might happen over time, with even the possibility of the might, i think that absolutely gets you a little bit more energy in some of the tech names as well. the intels, says microsofts, apples

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