> and unitedhealth group says it has signed a definitive agreement to buy chilean health company banmedica. united's shares were off just a fraction. >>> time for our weekly market monitor who has three value picks he says will benefit from tax reform. it's his first time on the program, so we're going to welcome ernesto ramos with bmo global asset management. nice to have you here, welcome. >> thank you, sue, happy holidays to you and our viewers. >> yes, absolutely. you basically favor right now value over growth because of valuation concerns in the market, correct? >> well, that and other reasons. the tax reform will have a huge impact on u.s. growth. we think conservatively speaking, it's going to add close to 1% to gdp growth over the next few years. so that favors the value sectors because they are more cyclical, financials, energy, materials, industrials are more the value stocks, where is technology, utilities, real estate, et cetera are more on the growth side, and those are not as favored by tax reform. so that's one of the reasons we like value stocks right now over growth. >> l