. >> liz dunn, talmadge advisers.okay. >> first of all, back to just the health and beauty products, which i love, it's not just millennials, we're at a place here were the marketplace is growing. the problem with ulta, i read a piece a few weeks ago that says it's ulta's world and we live in it. it's doing everything right. the valuation reflects that. at 35 times, it makes you wonder how much more these guys could do. i happen to think these numbers are great, we talked about how they're reassessing their business, we talked about how enthusiastic about taking their market share back. that's a name i would buy. >> i can't believe i'm doing this but i would agree with tim on estÉe lauder. the valuation, he made the case. risk/reward at $78 is not so bad. it has support on $76. >> you're doing well with the estÉe lauder pitch. >> i'm speechless. >> he never is. never. >> home depot has been tough for a while, that stock is okay. if you want a total flier that was down huge today but has -- >> bed bath & beyond? >> you