bonawyn, is the bar low enough for best buy?ng to be good. can we have more downside surprise here? >> listen. i know you don't want me to be negative. i can give you a short or a long answer. >> whatever answer feels right to you. >> verrone touched upon it when he talked about xrt versus srp. we talked about walmart and target struggling, and the parallel with technology type of sector, electronic type of sector. it is not going to be different for best buy here. to your point, i do think cinema is so bad that typically, there is always the option for the contra trade, but i don't think this is the proper set up. i think there is more pain ahead and what they have tried to do is dampening the blow by getting in front and letting you know and guiding lower, releasing, and letting people know what to expect. i don't expect a surprise here. >> guy, you know best buy has a team that of -- costco or home depot. the way that they run things, even when times are tough. do you give them any credit for that going into this report? >> i

quickly, bonawyn eison, what is your advice for traders monday morning? i think the playbook is a little bit different here. the consensus has been lower and the pain trend has been higher. that is why i think we have seen a lot of purchasing of loggers as traders and investors are trying to right size the returns. i would stay away from looking to buy the dip on migrants that we saw today. i would be more cautious there. >> okay, it is already time for the final trade. today's show just flew by. let's get started with steve grasso. >> as i alluded to, i would be a buyer of alibaba. the u.s. and china house finally reached some sort of agreement on accounting that takes the cloud over those chinese related stock for being delisted. it is not completely gone, but seems like it's lifted. >> okay, bonawyn eison, what's your final trade? >> arkki would steer clear of right now. >> tim, final trade for you on this friday? >> sob if you look at the debt levels, this is a great opportitfous oniuny r peng. >> thank you for joining it. that does do it for fast mon

bonawyn, what is your take? >> heads versus unhedged production is going to be a big creative disparity between players. we see them open, we see them close, reopen and i think that is going to speak volumes in terms of shock to the demand side. >> that has been a problem for a lot of different companies. meanwhile, auctions traders are betting supply and demand. mike joins us with the action. what do you see? >> we are looking at marathon oil. this is the e&p marathon and not npc, which is the refining side. they have village doubled and the activity we saw was actually becoming the largest, with the sale in september of 24 calls and 1500 of those go off. it was almost 2000 of those treated hand. found not going to regain the levels as last week as a small consolation. i think it is probably going against. they will collect over 3.7% and a little bit of upside, maybe 15% by december. it will go up on the 16th. >> that's a good one. be sure to tune into the full show tomorrow at 5:30 p.m. eastern time. i will be