still with us, michael antonelli of baird. twitter held up, right?t these valuations? michael a: again, you have to look at where the strength is. i am certainly a buyer of strength right now. you think about communication services doing well, software still doing well. ofre's worries in 5g come the atmosphere around 5g. then you thing about semiconductors. inventories have been falling, so there's a bit of a hope for a pickup, but it is a tough part of the technology world. i think you still stick with the winners. look at microsoft. all-time highs. we are going to put tesla aside. it is not a software or tech company. thing about apple, amazon. they are all still operating at full capacity. when i look at the tech sector, it is not as attractive as it used to be given the valuations. i think there's probably places i would like to rotate into, but i am a big fan of sticking with the winners, and there are some real big winners in the u.s. michael m: there's sticking with the winners, and then there's adding to positions. you look at microsoft with

i mean baird has a point about the potential upside but i think it's crazy to stick your neck out foranada goose not just because i saw dozens of them on the racks at sax fifth after and thinking, oh, my god, it's 50%, are they hung with these they report in may and i want to see that before i catch the falling knife because baird is wrong point downside being limited. it sells for 24 times before earnings they know they'll get clobbered. bottom line i think canada goose can eventually turn itself around danny is smart but you need to be patient while some problems are temporarily, it doesn't mean they can be resolved overnight and the stock could still go lower before it gets, let's say turned around. for now, let's leave goose in the oven on warm until they show us they can turn things around reggie in illinois. >> caller: what's your take on elf? >> it's making a comeback. i would rather be with higher if you think the coronavirus have breaked. e.l. is the one to be in elf has had a terrific run but the one to be in he stay lauder. we like best of breed on "mad money. the essence o

lynne baird lost her son in a stabbing in 2017.come to the strensham airbase to find out more. how are the kids taking it? they're super enthusiastic. and it seems this new collaboration is timely. in 2019, midlands air ambulance attended on average two stabbings a week, and that was just in daylight hours. it's now amongst the top four of most frequent missions for the charity, whereas just a few years ago it was a fairly rare occurrence. they're now on course to deliver bleed kit training to 60 schools in the midlands by the end of april. with the greatest will in the world, we wish these cases weren't happening. what we want to be able to do is be able to give them the best chance of having a good outcome and the best chance of survival. lynne's kits are now being taken up by organisations across the country, including police forces, but she thinks training young people is key to saving lives. absolutely amazing that we've gone as far as we have, but there's still a lot more to be done and we'd like to see this go nationwide. ka

iranians and usually did that which was a good idea that might've been a little edgy, the ceo larry bairdgiants was caught on camera pushing his wife down, i saw that and you had barry bonds at the giants for long time. he was so hyped up on steroids for so many years i don't know what the giants knew or did not know about that. it just seems really petty that they are doing this considering all the contribution that you made to the championship team, i will give you the last word. >> absolutely. i appreciate more than anything the unbelievable amount of support in my messages, i've had thousands and i don't think the giants no of conservative giants fans of bernie throwing away their hats, canceling season tickets and pretty overwhelming, i want to say thank you to my conservative friends that are supporting me. jesse: keep us posted. and say hi to lenny for me. >> you got it. jesse: coming up, last call ladies are shellshocked when a conservative congressman comes on and lets loose onset. >> man: what's my safelite story? my truck...is my livelihood. so when my windshield cracked... the

baird said buy canadian goose. the company warned because of coronavirus the sales will be down.t the wall street firms are suggesting this, will be short-lived, whether one quarter event, two quarter event. action of some stocks are creating a buying opportunity, erin? >> certainly potentially. i think some of your high-end luxury brands have really gotten hit. like tiffany's for example. canadian goose. so some of these companies. all of the material companies, we're still in the downtrend. still too early to make the call. those are something that could pop up. >> you will get pend-up demand. the virus will end. cases will stop growing you could have a lot of demand that couldn't be met, presses and deferred and that will give a kick to the economy. >> that is the question then. is it now or three month? charles: you don't want to be too cute to wait too long. the stocks will move before the situation is cured. people should know the stocks will move long before we see the coronavirus -- >> always paid to normalize through the black swans. you may be a little early or suffer a

lynne baird lost her son in a stabbing in 2017.ght hours. it's now amongst the top four of most frequent missions for the charity, whereas just a few years ago it was a fairly rare occurrence. they're now on course to deliver bleed kit training to 60 schools in the midlands by the end of april. with the greatest will in the world, we wish these cases weren't happening. what we want to be able to do is be able to give them the best chance of having a good outcome and the best chance of survival. lynne's kits are now being taken up by organisations across the country, including police forces, but she thinks training young people is key to saving lives. absolutely amazing that we've gone as far as we have, but there's still a lot more to be done and we'd like to see this go nationwide. kathryn stanczyszyn, bbc news. in a moment, the latest business news. first a look at the headlines on afternoon live: a blow for plans for a third runway at heathrow —— the court of appeal rules its unlawful as a result of the uk's climate commitments.