consumer as a sector is way ahead of the market since the data beginz.s got a few names holding it up, costcos, home depots and am zonz will presumably come out to pressure. things like fossil or macy's and then you have high flyers high priced. >> do you believe there are individual stocks though in the retail sector worth anybody ling at this point? >> it's not fair to characterize it as a pierre lynch technique. one thing i will say, when i go to costco, i still see full parking lots and carts. they're get i anning a more aggressive deal than they were with american express. i don't see a lot of trouble for costco but a name like walmart seems like grim death to me. target is right in that sort of tough spot between the two. it's a company i typically have liked, i don't think now is the time to be jumping to buy it. >> walmart, is this bad news for the economy? >> i heard you talking early today. tom made a good case. it's a cheap stock with a good dividend yield. down 30% almost year. we've gotten to the 15% rally off the late 2015 lows in walmart,