the analyst on the call joins us, da davidson's michael baker.ver it was the high flyer, growth was good. and then came the concerns about comps and earnings growth slowing down and the stock has been punished. why do you think we're at a turning point? >> hi, sara. thank you for having me. well, we just think that the stock has been washed out. it add the just off an all-time low valuation on a relative pe basis. in other words, it's almost never been cheaper versus the market last week it hit that all-time low. we elevated as part of our best in breed to find exactly stocks like this, which is high quality companies that we run through a pretty rigorous screen of 12 criteria but trade one of those criteria is a positive risk/reward. with the stock having underperformed year-to-date -- by the way, estimates have gone up, stock has gone down. that means the valuation is much more compelling. this fits all 12 of the criteria we're looking for. we thought now is just the right time. >> i wonder, you know, in beauty, if you were looking at, say, e.l

but today da davidson does see some opportunity. they upgrade to buy.n the company does quantify the financial impact that shares could rally. the analyst behind that call joins us this morning. linda, thank you for the time. great to see you. i was just trying to think about whether or not we've seen a cyberattack have broader impact on one company's operations and, obviously, market cap? >> yes, well at least in my experience, in my sector of consumer products, this has been kind of the most significant cyberattack i've seen. and they haven't given a lot of -- a ton of details, but their wording in their filings has indicated it's pretty widespread across their operations, affecting their manufacturing facilities as well as things like order processing. >> part of your view is that prior to the disclosure, things had been going okay, is that right? how would you describe it? >> yes. especially through the end of april, you know, the stock was up about 25% year to date. and i would say it just -- it came off a little bit after that only because their g

morgan cutting the price target by $10 to 55 and da davidson cutting theirs by nine to 71. the disappointment this time of year. stuart: right before the holiday season. pinterest i'm sure there up. >> wanted a half% up dated to buy in plenty of growth overseas and relatively positive on digital advertising coming back. stuart: the housing market, how long will that take homeowners to breakeven on their purchase, can you calculate that. >> 13.5 years. it used to be around five years. zillow and axios crunch the numbers using the 7% interest rate on three to 76000-dollar home, can you find a home for three to $76000. stuart: outside of the coastal areas you can. the median across the country is more than that. that is just breakeven. if you want profitability, how many decades is that going to take. stuart: don't ask. >> is really depressing. that's why you might have a lot of dinks. stuart: double income, no kids. that's enough, thank you very much indeed. the war is widening gradually. at the moment the fighting is concentrated in gaza with israel stepping up the hamas inf

more on what the holiday season could bring for the toymakers, let's welcome senior analyst at da davidsonhow much do you think consumers are going to pull back >> i consider the toy category to be a soft cyclical, meaning it can be affected by tough economic times, but parents will always buy toys for their children at christmastime. so, in that sense, the industry will be down this year after several years of double digit growth but there will still be people coming out and buying toys at christmas. >> mattel has the upper hand here >> i prefer -- i have buy ratings on mattel and hasbro but i've been telling investors i prefer mattel. am tell is gaining market share and participating in the toy gat cores growing fastest, especially fashion dolls where as hasbro doesn't participate in the most exciting categories. >> fashion dolls would include barbie, wouldn't it? >> that's right. >> barbie's got help, she's doing the heavy lifting. >> it is when i wrote my report, my report is "barbie saves the day" and that is the case barbie and the movie and even some of the box office receipts that

we had a call from da davidson earlier in the week trying to make a bet that the update would actually for the name. that did not pay off. >> no, because the magnitude of the hit here, i think, is a lot larger than wall street expected. and was, perhaps, discounted in the stock. first quarter organic revenue now seen to be down 21% to 26%. the street prior estimate was up 5%, a plus number on terms of growth. the earnings per share, negative 20 cents. the street was at 1.37 profit assumption. the good news is they did say things were tracking better than normal leading into the cyberattack and it's largely behind them. i think the magnitude of miss on numbers is spooking investors, on top of the weakness in the stock year to date. >>> a couple of hours into trading, we tried to put in an early morning low here south of where we are. let's get post to post with bob pisani. >> down 32. just about the lows for the day. no real bounce. dramatically oversold in conditions like reits. no bounce. not heavy volume. no price move up. there's no buying interest. it's a buyer's strike going on. a

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da davidson says enough damage has been done to clorox recently and the stock is ready for a breakoutma getting closer to an end? look at what comes next for comcast and disney this hour. >>> kicking off q4 and the month of october, dow down 140. s&p down almost 8. nasdaq up half a percent