counterintuitive but analysts at the bank of america among others getting more bullish thanks to cost-cutting, conservative balance sheets. watch exxon-mobil and chevron and majors consumers stocks hitting fresh highs every day. certainly not the case for all of the retail and mall sector though take a look at this smattering of names, all under pressure this year, but some analysts are giving them a boost in recent weeks with one common thread, and that is a possible extension of the economic recovery consumers, they would real rebe looking to get out of their houses and into theme parks, malls or just the open road. six flags, simon, marriott, harley-davidson, all with analyst upgrades so, kelly, perhaps there's a point where the prices get so low that they become compelling buys i'll send things back over to you. >> dom, thank you very much, sir. we appreciate it dom chu. let's stick with the markets and his theme on a day with some very good news for retail sales offset by a drop in manufacturing activity so in the hunt for bargains, how do you separate the future winners from the value traps joining me now brian belski, chief investment strategis