without the big price tag, expert panel will tell you how, later the legacy of brookshire charlie mungerthe resident andrew bary will tell his most important lesson for investors at the end of the show, we began as always with three things investors to be thinking about right now, stocks indy the week mostly higher in closing out the best month since july of last year, can they pull off the santa claus rally from here. , oil stocks have stumped this year why they could be ready to rally honk if you think it's related to fuel demand, here the sleigh bells jingling, ring team tingling for retail. we will look at what consumers are spending on including hot gifts, not squish mellows, that was last year's hot toy. on the "barron's roundtable" my colleagues ben levisohn, carleton english and barron senior squish mellows andrew bary, let me start with you, this is a stock market rally we have going on, what you see. >> i see the stock market going up for five straight weeks, five weeks ago the market was falling everyone was terrified, now it won't go down, this is great, this is what you want

. >> you you also like brookshire hathaway they have a good sleeping night stock, obviously warren buffetting for almost 60 years, $150 billion worth of cash and a huge equity portfolio of $350 billion in his good earnings trading 20 times forward earnings and earnings are growing nicely. >> here's the thing buffett is 93 years old you've known him and spoken him over the years isn't that an issue. >> it's definitely an issue charlie munger died in 99. he is a great until shape and he wants to run the company for three or four more years what happens after him is definitely a question some people were concerned about that and good reason he thinks the stock might go up after his death in the breakup of the company but i think it could drop but it seems pretty capable. >> you have some under the radar picks and get a call them under the hood picks the first one is hertz. you been looking at this for a while and i'm curious to hear what your take is on it now. >> i actually voted and favorably at 18 and now it's at ten is not a good call were doubling down it's one of the leading rental car

brookshire hathaway is 20% apple stock. it reminds me of ge back in 2000.had a hot run in the '90s. everyone had to own it and then the company and stock were dismantled in a 20 year period. you have to diversify away from it. most people don't know how much they own. maria: ge is finally coming back now after a 20 year period but it's a shell of what it was. >> way below the price it was in 2000 which is a long time ago. maria: that's right. >> despite a reverse stock split. maria: this is a second guest this morning who basically is saying sell into this rally in apple. >> yes. and i'm trying to process that t because i think of apple as one of these names you have to own and i own it. but i will admit had that there has been a lack of innovation, noticeably so, at apple which is why i believe tim cook, the ceo, had to pivot to the subscription model where suddenly you have services all of the stuff we pay for, apple music, et cetera, apple be tv, on and on, that's 30% of the business. maria: you don't hear a lot of a.i. in apple's plans. we'll see what t