i'm morgan brennan. >> andrew berkeley joins us to talk for about second quarters earnings and the market. he's a portfolio strategist. we got the news and samsung warned of a possible 26% drop in its quarterly profits. how is it shaping up in your view and how will it play up in the markets? >> hey, susie, it will be a good earnings season. 7% year over year growth for operating profits on about 3% revenue growth, which is what we see the economic data tracking. so it looks like after the soft bach in one, the economy is reaccelerating here. we think profit growth probably, you know, will be good here in the second quarter. probably most importantly for the markets is going to be hearing what companies say in terms of forward guidance for the second half of the year because we know that analysts expectations for the second half are already pretty optimistic. for them to push the numbers