companies that support housing, everything from whirlpool, to ford trucks, big banks, mortgage insurers, and finally even the retailers. >> stocks have been soaring after the new data on housing. rising in may to the highest level in five years. there you see the industrials, the s&p, and the nasdaq with very sweet gains. but after a big move already, can you still find value in this market? jerry castellini is manager, and the president of equity investments at usaa. welcome, gentlemen. jerry, can you characterize a market as healthy if it is so dependent as it seems the markets are today on central bank money? isn't that a weak spot? >> boy, you would -- you would think it was, or you could think of it as being a weak spot, but tyler, think about stock markets, and you've been in and around this as long as many of us have. you can get a great market that would come from technicals, just