his name is dan griffith. > liz, we're worried we'll not see enough of a bounce-back because of inflation. we added a lot of names like johnson & johnson, crown pillar and microsoft. we like american electric power, pioneer natural resources, b of a and hilton we're excited about now. liz: hilton has had a decent year, year-to-date picture for its stock. down 2 1/2%. don't you feel some leisure names are really tied into the headlines of omicron? but to that end when they're down you say buy? >> absolutely. yeah, we think that is the important piece. of course for a lot of folks who are interested in the essentials for this market and all markets we want to look at names we think have really good fundamentals and long-term opportunities. we feel like hilton is one of those names. liz: federal reserve will announce one of the tapering latest and give us a window when we might see interest rates rise next year. what is the best bet? how closely are you watching wednesday? the news conference will be on this show