ben reitzes wrote the note. ben, good morning to you.reat to see you. >> great to see you, carl. >> when you downgraded, it was historic in its own way and now the reversal. why? >> well, you know, we messed up. that happens from time to time. but to be honest, the story did start to change quite a bit right on the conference call. i mean, tim was really behind the stock. he completely righted a lot of the mistakes i thought were made on the january call. and then it really just got going. we started hearing about him retaining more talent. we really liked the beats deal. and then we're hearing a lot about iphone momentum. and then samsung is really -- i don't think anybody knew in january or february about how much share samsung might be able to give apple here, and it's quite a buffer. we're really upbeat about the product cycle. if you look at other stocks -- and i'll get to that probably later in the interview -- you could be just in the middle of a run. so sometimes in my job, you've got to say, hey, we messed up. we've got to get o

josh brown, ben reitzes said in an interview with carl a little while ago, we messed up.p. they changed their call. back on board, moving to overweight. they say tim cook has solidified his strategy and regained the confidence of stakeholders. so he has his mojo back, and the stock, does it? >> here's what's interesting. the fundamentals really haven't changed. this is like a sentiment call. i don't think mojo appears on a lot of balance sheets or income statements. and as far as confidence, i kind of feel like it's the sell side's job to say, hey, this lack of confidence in tim cook has gotten overboard. this is why you should buy it. not oh, everyone loves it again, so we do, too. listen, you know, no one's going to be right on everything. >> but i don't think there was anything new in the upgrade at all. >> no. >> it's a sentiment call. >> it's also up 70% from its april last year lows. it's not exactly like you're catching it at a really cheap price. it's not like bargain basement no-brainer. >> unless you think that the second half is going to be the tell. and that t

we're going to talk to the analyst, ben reitzes over at barclays later this hour.