craig hodges joins us, ceo of hodges capital manage. welcome back, craig.ee you again. >> tha you, sue. pleasure beingon. >> letet right to the picks. century communities, you're playing these stock have to with the home sales business, the home building business. why do u like century? >> century is a very interesting in tms of low multiple but the relay on century are the millennials. the millennials are just weaching their 30s process. as we k into our 30s we have a pelham, buy houses, buy cars and that sort of thing. it's the biggest demographic in history. so there is going to be a lot of entry level new home uyers for the first time. and century focuses on the entry level, the l end. and the stock you know trades about a little less than tengs times earn but i think the next four or five years are going to be tremendous for home building because w e don't haveugh homes for the amount that's going to be coming out. and century is going to be a good w t play that play. >> now, a little bit outside of that group, an airline, american airlines, why? >> ye

. >> craig hodges. thank you.dibolt ceo on the show on deck, a new report on how much american consumers plan to spend on gifts this holiday season the numbers may surprise you one more stat. the best performing international market is turkey down now but up nicely in the last 90 days or so the worst, argentina we are back right after this ah, you could say that. so how are things with you guys? great. thank you. thank you, sir. lunch next week? terrific. say hi to the team. will do. call my office, i will. -sounds good. alrighty. servicenow. works for you. >> welcome back. making headlines a new survey finds americans plan to spend as much or more on holiday shopping than last year. an average of $337 they expect to do half their holiday shopping in a physical store or a mall. >> this is amazing video and quick thinking by an o'hare worker look at this a runaway golf carton the ground the driver had fallen out. getting dangerously close to a jet when a quick thinking ramp worker hops on another machine and blocke

trade forecast for the year, we told you about that yesterday, joining us hodge's capital manager, craig hodgeat did you make of manufacturing data and what do you think that tells us about the economy and the markets. >> it's obviously not positive, we put all the manufacturing, it's only ahird of the economy, we are a service economy, consumer is over 70%, one data p, as we go, the consumer what you're talking about the jobs and payroll, that would be more important as we go along. maria: look at the reaction, we have been talking about manufacturing weakening for a little while, dagen, but the market was sizable decline on this news. dagen: because this index contracted in august and expect today rebound above 50 plus and came much worse than expected, worse than literally every estimate that was out there. just a few things to quickly put out to put it in perspective, weakness in production, backlog exports, one factor that was still above 50 was supplier delivery times but that also fell in september, this could be related not to the broad global slowdown, not to trade tensions, not to we