an exclusive coming up with brian krzanich. he's a cramer favorite. >>> certainly started off as a very poor year, if you were long in the market. but now we're down less than 5% for 2016. as you see there, with a 1.28% move up in the s&p 500 index this morning. and all the broader averages, other averages up as well. a couple names we have not gotten to sales force and palo alto. >> both these companies were victims of what i regard as being the so-called channel check. that the quarter didn't end well, guidance could be negative. last weeks a couple firms said it. today piper, opco and pacific crest say that's nonsense. palo alto when it reports on the 25th says it will have a good quarter. merrill says you do not need to worry about salesforce. i don't like this. it's very confusing to the individual at home. you are really telling me that it was bad, now it's good? if you like these companies, they're very expensive companies, but they're the winners in cybersecurity and the winners in cloud and enterprise software manageme