bill miller iv, bill miller iii, thank you from miller value. appreciate it. >> thank you. >> take a look at costco one of the winners in the s&p after stronger than expected december sales what that says about the strength of the consumer stock is up 7.5% we're up about 750 points. stay with us >>> the holiday travel debacle not over for southwest in an sec filing they say they expect a fourth quarter loss they're looking at costs of up to $825 million thanks to revenue loss from canceled flights and reimbursement to customers. joining us is karen seidman becker from clear. karen, it's great to have you on the show welcome. >> thanks. great to be here. >> so i was really interested in talking to you for perspective on what you're seeing as far as demand right now you've got a clear window. we had seen leisure booming. is that still the case is there any sign of a slowdown? >> no. we think travel is in major growth mode. last year we were calling it travel palooza this year we're calling it super travel palooza traffic in the clear lane was up o