chris toomey, we'll see you soon. >>> doubling down on the bull case.rakes out his playbook here at post nine as we look towards the year end. some serious strength right now. he'll tell us next. >>> we're back. stocks losing steam heading into the close. the s&p 500 set to turn in its worst month of the year. our next guest, though, he's staying bullish. finding opportunity, he says, in some of the sectors hardest hit by the recent spikes in yield. joining me at post nine, john mowery. it has been a rough month obviously. you're still bullish. >> i'm still bullish. >> how? >> well -- >> yields are up, stocks are down. >> i know. there is a lot of negativity. if you remember a year ago it was also very negative around this time, happened to be raining out the last time i was on and it was very gloomy. what i would say is the rise in interest rates has created some big dislocations. if you look at utilities, reits and banks, all nthose areas are tied to rates and big time on sale. the russell 2000 value, the small cap names are looking more attractive. i

chris toomey from morgan stanley. a great lineup ahead. we'll do "final trades" in a second.n't be surprised if yields, i don't know, if they turn positive, joe, between now and the end. maybe yields getting off the mat a little bit today and the stock market has been a little jittery. >> yields have been backing up, and i see no reason why that's going to discontinue. >> so you've got to watch that, because that's been the whole story about why this mom has been pretty rocky, and an otherwise pocket of information. the fed didn't surprise us with anything it did. earnings have not started yet. it's all about yields. oil closely watched, too. weiss, "final trades." >> yeah, joe's going to give another trade -- >> do we need to call your guy first to get it? [ laughter ] >> we both like triple b commercial paper. so yeah. >> that was a good one. pat myself on the back. jason snipe? >> nobody else will. >> costco, another solid quarter. membership renewal up 92%. >> brenda? >> pal nalto network. >> good stuff. good weekend, everybody. "closing bell," i'll see you then. "the exc