dan niles with alphaone. do you agree with dan?> it's an interesting catalyst, one of your largest competitors isn't producing product, you're going to pick up market share. it doesn't necessarily mean that market share has to go to apple. google just came you tell with their pixel phone, why can't it go to google? incrementally, could you pick up a little bit? i don't know if it's enough for me to get into the stock. >> i think it rallies up to the 124 level, that was the previous high six or seven months ago. then you see what happens. the trajectory continues to be higher. you can say what you want about samsung, if it matters, it doesn't matter. the reality is the headlines are seemingly helping apple and they continue to help them for the next $7 or so. >> certainly it seems like wall street is getting more bullish. hardly anybody is going to cite samsung. >> it's amazing to me. >> nowhere did they mention the samsung galaxy note 7. >> that's good and bad. what i don't understand is why suddenly analysts have gotten bullish on

. >>> dan niles says there's one stock every investor needs to own now. tell us what that is. >>> first, we start off with the market come back.