comerica a beaten down bank leverageed to high rates and deregulation. it's a dual winner. i bet it can tack on a ton to it's 63% gain from last year. boy, these analysts are fighting these bank stocks kicking and screaming. a seller of martin materials, mln we've had on the show a bunch of times as america's key road making ingredient company and with trump proposing $500 billion, it makes sense that it rallied 62% but that needs to pass congrass and martin marietta materials has to get the orders. call it a hold for the moment. finally, halliburton, another like oil and has play with a fantastic service business favored to the u.s. shale industry. i think hal has a long way to go after last year's 59% run but i prefer schlumberger where cloud members can follow the moves before we make them. here is the bottom line, some of the s&p's biggest winners from last year run out of fuel but others like halliburton, comerica, quanta services, oneok could have more upside to come after a couple case or weeks of profit taking. david in florida, david? >> caller: how you doing, jim?

comerica possibly. pnc, yes. >> i think it's important to think about the risk you're taking on when you own those regionals. and i haven't gone short yet in the way i think i might. i'm watching this animal spirit. i hate to be short. it's kind of unamerican. >> honestly, if you have four rate -- look, it's a rate hike story. jp morgan does make 3 billion extra on rate hikes. if there's only going to be two rate hikes the group is overvalued, absolutely. >> when everybody tells me it can't go wrong and it's the place to be, yeah, i think i -- >> everybody has downgraded these stocks. it isn't like everybody is upgrading them. they're downgrading them. first time upgrade was today on zion. not that great of a bank. >> you're picking names and that's cool. i'm willing to go short the whole -- >> wow! >> i don't do that stuff. i'm talking about companies. earnings months. >> kevin o'leary, love you. appreciate your point of view. thank you so much for joining us, especially on short notice. good discussio

health and medical editor at sign to the comerica. america.ence marilyn thompson, editor at kaiser health news. washington columnist for the dallas morning news. [applause] gentlemen, happy new year. today's luncheon speaker was sworn in as the 22nd secretary of health and human services in june 2014. she inherited the affordable care act. she was a medially charged with making it work after its rocky start -- she was immediately charged with making it work after its rocky start. secretary burwell is there to provide her perspective on president obama's signature domestic policy and legacy issue. burwell has led more than 77,000 employees in work that strives for every american to lead healthy and productive lives. she is led the efforts to bring a smarter, more accountable government. she has overseen the development of the president's second term agenda. she has worked to ensure our regulatory system protects the health and safety of americans and to promote a healthier america. now that we have enjoyed a healthy meal, i ask you to

one that we're seeing in financials despite blowout numbers from morgan stanley and the likes of a comerica. what's behind this at this point? you liked financials. are you concerned about this pullback? >> no. they've had a real move, melissa, in the last six weeks, as you know. it's very natural for stocks to have a little bit of a pause. that's where we are right now generally with a market. little bit of a pause, 2%, 3% pullback. the next stage will be seeing if the president-elect and then the president can actually impliemet a lot of policy changes he's talking about. i think there's a lot of skepticism amongst the analytical community about that. we think he will surprise on the upside there. as he does, i think we'll have another leg up in all these stocks, particularly financials, which are in the crosshairs of all that's good about the trump agenda. >> sure. right to that point, katie, i'm wondering what you think. already the president-elect has questioned the border adjustability tax. that may highlight some cracks or rifts that are starting to develop between him and his party

you can add comerica but it's had such a run, but those all work. all work for me because zions by the way has the best leverage to higher rates of all the things. they are the ones that do best with changing compliance laws. that's a good one to watch. very good zions. first horizon moved eight points since i had the company on last. beth moony is doing a great job at key that is incredible but no one gives her credit. no one. except for we do. >> you do. >> beth -- the stock was at 11, we said bye, bye, bye. she made great acquisition first niagra, killer acquisition. killer. >> goldman once again leader on the dow, disney close behind. mcdonald's is lagging. >> oh. >> we did get a downgrade at ubs to neutral. they argue they got good things in moex, franchise model, some market share gains, jim. but they say it's still early and comps are going to be tough. >> and they say catalysts are done there. they like qsr, they like burger king, i don't know. we have to get easterbrook back on when he reports maybe we get a sense things are not as stagnant

it's funny because before i did that zions upgraded today, comeri comerica, the reason i want to mentiona is because a lot of people feel ces doesn't matter that much. but the ceo of nvidia gave a talk last night about autonomous cars, that's who i first met that told me, listen, you've got to be in this nvidia, you got to tell people about it. david, i think there are people who are beginning to see nvidia reminds them too much of qualcomm going into 1999-2000. >> except that was up almost 2,000 percent that year. that would mean this has a lot more to go. >> i agree. this is when they reported a breakout for artificial intelligence and machine learning chips as well as gaming chips as well as autonomous driving chips. so just to dismiss this next ramp as being wrong tells you be careful because intel when they came up with the 286, 386, pentium, well, had multiple years. i don't think nvidia's done. but be aware that ces was electric. ces has been a long time since i've really cared. nvidia. >> yeah. >> i just wanted to do some good news. there's a lot of bad news today. >> there is in