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and you are looking to see there's going to be a bristol meyers cohort that is going to bottom here today test bottom again on monday and they're going to start coming to the domestic retailers with a good numbers because they can isolate them from china and the ukraine. watch that action happen late this afternoon maybe again on monday if there's nothing more than sanctions put on china, sanctions meaning typically meaningless. >> yep. >> that's what people are gravitating toward. you want to see what will bounce. domestic retail with good numbers and drug stocks. >> we'll keep an eye on activism, pepsi, ebay, sothebies. the fights keep going on. >> nasty, they're not nice anymore, david. keep your decorum activists. >>> and kyle bass will join us to talk about a mortgage servicing company that he loves a lot. opening bell coming up after this. is. are you still sleeping? just wanted to check and make sure that we were on schedule. the first technology of its kind... mom and dad, i have great news. is now providing answers families need. siemens. answers. lemme just get this out of here.