fake a look at the previous picks with chevron, cvs down 3%. the swiss drug giant is down 3%. you like financials xlf that exchange rate has gone up 8%. do you still like these spaces. >> we like financial still among the other two as well. but have lien of leaned more away from the big universal banks into the regional banks. we think again somewhat steadier u.s. economic conditions with a hardening of pricing in the housing market should lead to stablstabilization of regional balance sheets so we would continue to be exposed to that space. >> tom: you own everything we mentioned here tonight, mark. >> i do. >> mark luschini our market monitor guest he's with jaime montgomery scott. quick program note long time monitor gary model passed away recently. he was the chief investment however at franklin templeton we will mishis marke mis-- miss hit monitors. >> susie: next week on "n.b.r.," it's the start of earnings season. alcoa c.e.o. klaus kleinfeld joins us on monday. he'll talk about how the giant aluminum maker did in the 2nd quarter and the outlook for the rest of the year

cvs trading down 5%, a stocky like and that we own in the fund and we've been buying this morning because we do not think they're going to lose substantial volumes that they just got from this impasse. and plus we like the valuation and the balance sheet and what they're doing in their pbm business. i think that express scripts is the winner. i like cvs on the weakness and i would sell walgreens. >> whirlpool is getting a boost after electrolux in sweden reported big earnings. why the interest in electrolux? they have been able to raise prices here in the united states on home appliances. >> exactly. they were able to raise prices here, and the prices are sticking. that's the key point, simon. also, if you look at what electrolux had to say, they saw big gains in the asian markets. if asia is strong and north america is strong, whirlpool is announcing earnings next week. be careful because it's having a big run from 60 almost pushing 70 now. what electrolux announced today is very positive for whirlpool. >> if you look more broadly on china, yum brands isn't so good. marriott was warning

table on boeing because the trade worked into the paris air show and putting into cvs today because that stock is down. i think that's the story, still has legs to it. >> on that note stephanie, i heard one analyst describe alcoa firing on all cylinders but the issue to it and companies in that space are metal prices. >> absolutely. i wouldn't be buying alcoa. i think, you know, this company can't -- they can barely make money when the aluminum prices are going higher. clearly they are going to have some head winds there. again, i think you'll learn a lot from end market demand and learn a lot about the global picture and how it sets up into earnings season. >> dr. j, what's the trade on your radar today? >> well, june, what stephanie is talking about certainly plays into what i'm looking at. with nat gas, it's made a rebound, yes, it has. it's still quite inexpensive which bodes well for alcoa as does the demand stephanie spoke of. last week we started to see not aggressive plays but mildly bullish plays, rules, calendar spreads in alcoa where basically people are betting the stock drifts up over the

you saw cvs shares are down. but medco is coming up too with them and the fact is, i mean they're one company now, express and medco. this is a big deal for walgreens. >> 15 ceos reacting to the pressure. chuck didn't need to react at all but is the ceo of ppg. this commodity business is keeping my prices local. i like the fact that ceos are taking their hand, the hand they've been dealt, and augmenting something dave cody said on honeywell which is you can use, alibi europe or take action and bring out shareholder value. >> interesting. yes. decisive moves on both fronts in the past few days. >> yes. >> when we come back we'll get cramer's mad dash ahead of the opening bell and find out what he thinks about stom of the stocks that might move today. one more look at futures. moderate upside after a couple good days of gains with all three indices back in the black for month. "squawk on the street" back in a minute. home protector plus, from liberty mutual insurance, where the costs to both repair your home and re

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down there are huge, huge consequences for our economy. i believe job creation will continue to stall. we already see it. and the cvs in alexandria where i left. they put in automatic checkout facilities. lower wage jobs are going to vanish because employers simply cannot afford to pay the huge health-insurance costs or even define for lower income, low wage workers and replacing them with technology. a very jobs that people need to get their foot on the ladder to get into the workforce of the ones that are going to be killed first. imagine also, when you have employers and may be tens of millions of americans deciding to violate federal law as a matter of the family budget decision, what does that say about our civil socie in america? what is that going to me for our country when tens of millions of people and hundreds of thousands of maybe millions of businesses decide to violate federal law, i think that's really going to have a corrosive effect for our economy and our ability to function as a civil society. one final thought. i was talking with a very wise staff member on the senate side, e-mailing back-and-fort