brent schutte is senior investment strategist for bmo global asset management. things are getting better, not a strong rebound but not bad either. >>it's pretty good actually. one positive thing i want to point out before taking a look at the current numbersover 2008- 2010, we lost 8.79 million jobs. with friday's number and the revisions from last month we have now regained all private sector jobs that we lost during the recession. so that's a pretty big thing for the economy. looking at this number, the 192 was a little bit less than what consensus was but in general, it's better than what the dark days of the polar vortex werewhich now don't look as bad. january and february both revised higher and actually we're kind of where we were last year. 192 was the pace we were at. >>some people might interpret 6.7% unemployment as bad but it's not that bad when you consider that the labor force is growing. >>right. we've talked about this a lot on the show. labor force participation is key to an economy's growth. the u.s. is actually towards the lower end of what it

it says bmo, american economy stalled this year in the face of severe weather.arket improvement in the monthly data for march which suggests there will be a big rebound in the second quarter. gdp growth. and rdq, we do not take this report as a serious representation of the state of growth in the economy. and the reason for that optimism is the other dp number, adp, which continues to show good job growth in the economy. here's what we got. 220 on the estimate -- sorry 220 on the number versus a 210 estimate, march revisions to the upside. goods producing not too bad, strong service sector growth, that compares with an estimate for the friday government report of both private sector and government hiring of 215,000. what about the fed? i think what's going to happen, i think the fed takes the number with a grain of salt. stays on course to taper. doesn't change its expectations for upping the funds rate some time mid next year. they will keep an eye on this report. any sign the weakness is confirmed it's more than weather will raise red flags inside the fed. >>

gets hold to buy at bmo. that's going to be in the top ten list. >> positive story.re important wane hood, one of my favorite analysts had been bearish about home depot some time. obviously adding one store this year in williston. what is interesting about the upgrade he cut numbers for 2014. he did boost for 2015. but he's now below the street 2014. stock has pulled back. those who think i'll buy it, beware if wayne hood is right you have another number cut. frank blake said over and over again it's planting season you have to get better weather for home depot to blow out 2014, he left wiggle room wayne hood, but he is the best. >> finally our own parent comcast we mentioned 68 cents. does beat 64 cents. you mentioned revenue growth up 14. cable revenue up 5. nbc revenue up 29. >> nice. that's a lot of things going right including the olympics. my favorite number for the comcast parent company of this network operating cash flow up 10%. that is remarkable. a lot will be returned to shareholders. david cohen who i know from previous dealings, candidly from other -- f