controversial but that's my nature, ibm. >> did you hear the warren buffett interview? >> it sounded like he was selling to me. >> it sounds like there will be big news about ibm not good >> it sounded like part of that was for taxable reasons, that's not necessarily a bad thing. >> okay. >> secondly, he bought that because of the buyback my view on this is what's the catalyst that will move ibm shares higher? they are huge in the two biggest tech trends we have coming up, ai and blockchain. why wouldn't you want some of your portfolio to be in that ibm does not get enough credit for that therefore that's why it's cheap and why i think it's going to get more expensive and this is bk is on to something, tim gave him cukudosn it a week and a half ago maybe they've finally turned this thing around and it's very difficult to be short this stock in this environment into earnings when they potentially have so there's a very good chance ibm, i can't believe i'm saying this, will continue to...

they're so inclined. look at prudential financial that stock is trading ten times forward p/e. they just raised guidance recently if you're looking for places that still offer value, and potentially a rising rate environment, a name like pru will get you done. >> financials. >> with an insurance tail. >> i'm going to riff off of that i'm going to be a little bit controversial, the p/e's here are not low. but take a look at the e-tail brokers, e*trade, schwab. if rates are going up, these guys make a ton of money in that environment. that's my play >> i like where bk is going. clearly if it's a market where it's expensive, people are trading and these guys have had a massive, massive run i think the p/e's are excessive.

past year. >> ge is the biggest dog it's not cheap >> right >> it's really not >> says the owner of ge at higher prices. >> says the owner of ge. i also think this eps guidance has been washed out. and i think these guys have intentionally said, we're focusing on two or three core businesses and off we go i continue to maintain ge is very cheap that's what gives me the comfort to hold it >> it's gm that got kicked in its doggie days. >> i mentioned this a couple of times this week, it's controversial but that's my nature, ibm. >> did you hear the warren buffett interview? >> it sounded like he was selling to me. >> it sounds like there will be big news about ibm not good >> it sounded like part of that was for taxable reasons, that's not necessarily a bad thing. >> okay. >> secondly, he bought that