qualcomm's ability to stay an independent company when broadcom was prevented from moving forward withlled hostile bid for them it figured into a lot of things not to mention the fcc, not to mention dish and their opportunity to potentially present a nationwide wireless 5g network. it is very important and it has been taken very important. your former partner larry kudlow is very involved in this process too. >> larry, i think he's going to be vindicated on some of the things he's thinking about, about employment. >> yeah. >> it is not bad just that -- think about danny myer, the great restaurateur in new york carl, danny myer represents the growth industries in our country. just unbelievable food, great time, really just magical after a hard day's work, that's what we do. we're great at that. i was with scott -- >> why do you keep mentioning his name on television what is wrong with you >> he wantsmore clients. >> he has plenty of clients, let's move on. >> i'm saying i looked -- i asked that, how is the air, how is the ventilation this is a good spot for ventilation. it is the only r

selective about the company that you invest in within that sector i know stephanie on the show loves broadcoms. so do we for a lot of the same reasons. our philosophy is that we will maintain exposure and diverse if iification -- diversification internationally as well. >> i hear you on your sort of bar bell approach, if you will, especially since you called out steph and she likes to talk about that, too. we can talk about tech, can talk about nasdaq and we got to talk about tesla being put into the s&p 500. tiffany, i'm coming to you first on this. it's so funny, hardly anybody ever owns tesla on this program as part of the investment them >> i don't know why. they don't like to make money. >> ouch. throwing arrows at everybody else you bought more today. >> i did, i did. and that was -- i mean, don't -- my reasoning was not technical, it was just not -- it doesn't make any sense other than the fact that the stock is up in a crazy amount i don't know what it's up right now, scott it's just insane but i think it's in addition to the s&p 500 is very interesting and i think about what that mean

some of those secular growth names that are out there, something like charter communications or a broadcomou can add into your portfolio but remember you also need to have a barbell approach with other names in there as well. look at your wish-list. charles: okay. >> see what you missed out on. use pullbacks to get in those names. charles: i will come back to you for some more names if you don't mind. i want to go to michael to get overall assessment. michael a chasing this breakout? >> charles, it is hard right here. two weeks ago the s&p was at 3250. earlier today we're pushing almost 3650. that is a huge move in a very short period of time. there is no threat of a blue wave over the shoulders of the market at the moment. so could account for some of it but we're now looking getting closer to the 23, 24 times next year's earnings and i think that is a bit rich as an entry point. i think if you're invested stay invested as we're at the beginnings of a multiyear bull market but i would like to own stocks a little bit lower. i think there will be some disappointments and things that rock, i

you have a stock like broadcom gives you appreciation and income and for people living off income inirement. or corvo provides key components for smartphones, with a real deep moat. i would suggest nokia. it has been beaten up. a new ceo comes in. it has a new product slate before the contend of the year. we think it has good chance of appreciation. liz: it sure makes sense to go into sectors that hit the point of no return. refrigeration, we're going back to the ice box. i'm investing in the ice box. christian, give me a sense as we've looked at online names done so incredibly well during the lockdowns and pandemic plays. you believe there are opportunities just not amazon. which ones? >> that's right, liz. we have only moved from 11% online sales to 16% online sales in the u.s. so only about 40% market share. online has been on fire. we like etsy, car vaughn carvana, chewy. they have digitized the online shopping experience. they are not like amazon that has some platform risk. also the different businesses that amazon has, whole foods, aws, as being makes it a little cloudy on lin

improve >> yeah, i mean it is a two-edged sword of course because you have a company like qualcomm or broadcomeavy exposure to china f. trade tensions reignite i think you want to be wary of that. companies like tesla and apple have seemed to be able to navigate -- and starbucks have been able to navigate the tensions but you have to be kind of swift-footed if you are going to play that angle. >> two minutes left in the trading day. mike, what are you focused on in internals? >> it has been strong all day. you look at the volume split, 85% or more upside volume on the new york stock exchange. threw see it, 6.5 to 1 upside to downside thenst look also at the riskiness of the stock leading the way. the high beta etfshsb. it has been outperforming the low volumetivity version over the last five days that's the tone we have been mentioning for while there is a cyclical trade building in this rkt that's reflected right there the volatility index starting to give up some of the juice in there. obviously we are at the moment that the volatility markets have been pricing into turbulence for a while. w

which is that the health impacts of not locking down and off the spread of the coronavirus going to broadcome in england will be required or pressurised to admit anyone from an nhs hospital who has tested positive for covid? mr speaker, over the summer we have put for covid? mr speaker, over the summerwe have put in for covid? mr speaker, over the summer we have put in place a new regime for ensuring that people who have tested positive but need to go toa have tested positive but need to go to a care home can get the support that they need in a way that protects them, and also protects other residents. and that means that nobody leaves hospital without a test. and those who do need to leave hospital with a positive test must be isolated in a cqc isolation facility. we do of course need to support people who have tested positive, and hospital is often not the best place for them, but we need to do that in a way that protects all other residents as well, and at the same time i'm delighted to announce today the expansion of the availability of testing for care homes, for domiciliary care worker