with us for the hour, danny hughes. founder and ceo of divine capital. >> one idea we have is em res koe. amsc. trades with a peo 16.3. stocks about 11.20. they invest in infrastructure efficiency. they actually give you benefits by projects where they provide financing for anything that you do infrastructurewise in smart building. that's one play that we like. >> the other one was? >> the other is old republic. we're looking a little bit differently. this a big insurance provider in the u.s. they've been around for a very long time. pay a nice dividend of 7%. once they do a spin-out of their mortgage business they actually are -- >> why is this a dollar play, an insurance company? >> when we're looking at a long-term growth of american real estate, for example, that's one way to play the dollar. >> aha. >> stronger u.s. >> we'll be back with you for more in a little bit. sue, back to you. >>> as you know we're up today. what's not very clear is what happens next in europe? we're going to talk about that throughout the

let's turn to danny hughes as the fonder and ceo of divine capital looking for divine ideas how to play a day like this. my immediate instinct is don't play it, stay away from it. you say you've got thoughts, short-term and longer term. >> and you know, tyler, every girl loves a share. today the market's on sale. that's how i look at it. johnson controls is one of my longer term plays. they're probably one of the leaders in the smart building space. they do everything from saving money on hvac, lighting, equipment to technology. >> automobile interiors too. >> batteries is doing well too. we like the battery space. autos continue to do well. controls. there's one. >> so shorter term, playing against the yields. tbt. you're looking at the interest rates all-time low. why not take a shot on the bounce of the yield and buy some tbt. it's an etf. again, shorter term play. additionally gold is another one to look at, gld. it's trending down because the dollar's been so strong. but also a nice way to play because the central banks are going to continue to reflate. >> little bit of a fear trad