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autoparts retailer are on a tear with autozone, monroe, o'reilly all at double digits trading near ortheir all-time highs and one of these is about to kick into overdrive and that's according to the fast pitch young gun, mark tepper is stepping up for his very first fast pitch what's the pitch, mark >> i like o'reilly automotive for a few reasons. number one, the auto industry landscape is pretty brutal right now which is favorable for o'reilly so new vehicle sales peaked in 2016 they've been on the decline ever since. we've recently seen that 90-day delinquencies are now hitting an all-time high which means people are struggling to pay for these new vehicles and right now the auto fleet is the oldest it's been in history. what does all this mean? it means that consumers are going to opt to fix their current vehicles rather than purchase new vehicles. second thing, the amazon and electric vehicle threats, quite frankly, are overdone. so everyone thought that amazon was going to come in and crush all these brick and mortar retailers and that's really not the case with the autoparts ret

the same is true in the autopart space for companies like autozone and o'reilly and advanced auto sothat presence is very imp you're seeing less disruption from the online channel. >> michael laser with ubs. thank you, sue. from the retail sector to the investme that's historically been popular inetail is investors, muni bonds and this plain vanilla partf the market garnering a lot more attention following the passage of the new t law. robert frank explains. >> one of the least glamorous segments of the investing world is a huge hith wealthy investors. municipal bonds or muni bonds thve soared in popularity in recent m as investors look to offset a big tax bill. investor flows into muni bonds so far this yr have topped $20it billion, that's highest in 13 years. the main reason, tax- income. investors who live in high-tech states like new jyork, newsey or california are writing bigger checks to the government this month because of that new cap on state and local tax deductions to create more tax-free incomes those high earnings are putting more money into muni bonds which are exempt f

the only one underperforming is food and beverage, basic resources, autozone parts moving to the upsidentander is targeting progressive cost cuts of over one billion euros a year, coming as they hold an investor day in london. the bank also announced they will invest more than 20 billion euros in his digital and tech business. aberdeenmore at standard is still with us. it has been so many years since the banking crisis, and yet people suggest that without consolidation, they are not so interested. what are your thoughts on the sector on a whole? luke: we quite like spanish banks. i have others over santander, even with the turkish volatility coming through. i think that the spanish recovery has been really the poster child for what italy could have done and did not do, which is why i still tend to avoid italian banks. myt is what i have to say to research analysts in edinburgh. matt: i'm sure they are loving that. luke: i just can't bring myself to get involved, there are plenty of opportunities elsewhere. u.k. banks are in a good place, the balance sheets so strong. even though this ha

we have heard similar complaints on earnings calls from autozone, costco, and you can hear more about this down the road back to you. >> robert, thank you >>> let's dig into the markets more with craig callahan, founder and president of icon advisers and nancy ten her wealth management. one of the things that you're banking on is a turn or a turn around in china. why do you see it and what is it going to mean for domestic stocks >> thank you, tyler. good to be with you. listen, we have already started to see it due to the massive monetary and fiscal easing as well as regulatory in china. we have been talking about this for about six months where we thought that growth would you surge in the second half of this year we're already starting to see it with improving pmis, consumer confidence housing. new starts and pricing is going up and we also saw it with the modest gdp beat. so we are hopeful that that will continue to benefit our cyclical overweights and obviously the companies that are most exposed to china and em and that's what we have reflected in our portfolio. >> and so this mo

does retail fall in that you have household names sherwin, walgreens, walmart, tjx, tractor supply, autozoneknown retail names. >> they are. and our goal is to stay with the safest and securest names in the sector retail today, i encourage all investors not to look at in a binary framework a lot of cap ex and investment required in multitenant assets today. too much square footage in this country. single tenant net lease retail allows for safety and stability and our mission is to provide stable returns with the best retailers in the business. >> and i'm one of them it's been a great stock. >> an investor >> an investor in the company. how much competition do you have in the triple net lease that's going forward do you hav in that lease? everybody sealed seems to be fon that now do they look to you first or -- >> we're unique. that lease space is pretty wide. there are a number of peers that specifically focus on lesion bets from small and medium sized businesses to the walmarts of the world. we're truly anning aning aggre. we work to create net new opportunities as well. >> josh, you own st