he's bryan perry, editor at cashmachine.com. bryan, welcome back, great to see you again. >> thanks, tom. good to be with you. >> tom: what gives you the comfort now to put new money to work in the stock market? >> coming into earnings season there was a lot of companies that pretty much laid an egg. oracle missed estimates and the stock cast a pall on earning season because it's such a bellweather. intel warned about what they would be able to earn. currency exchange issues. and we saw a number of other stocks that, juniper also missed their numbers and the stock got hit hard storks the tone coming in for tech season was very subdued. and with that said, i think this is where you're starting to see some catchup now in some of these names like amazon and certainly apple is leading the way, but it's starting to broaden out. >> tom: you named a lot technology companies there. you've got a couple new picks tonight, begining with the regional financial, this has been a place where a lot of folks have looked lately, you like new york