let's get to david katz who covers the lodging companies david, i don't think there's been a time in the past where we have spoken where we haven't talked about casino stocks specifically i want to shelf that for the time being and talk about over coverage specifically with lodging areas. do you feel as though he we are still going to have to pay as consumers the massive prices for hotel rooms in the coming weeks and months >> when you present the question that way, the answer is yes. what we are seeing are the cost of hotels, particularly in more than half or 3/4 of the major markets of the united states at higher room rates than 2019 before covid began the fact is they are not going down any time soon the reason for that is an element of travel which is just getting started again. that is corporate travel like yours and mine group travel and conventions i see you are showing shots of las vegas which is the premier group destination. many urban markets like new york and chicago are just starting to get their corporate customers back and group customers back. so that mid week demand,

is sentiment starting to shift, though disney shares are up over the last month david katz has our tradesand julia, what are we watching? >> disney is expected to show a 21% increase that's expected to be driven by progress at the parks division a lot of pent-up demand to the parks. there's another factor that's very much in focus that is did i any's streaming subscribing numbers. it's expected to at 10 million subs in the quarter. there's a lot of concerns about given the decline we saw from netflix, but there's also this quick of whether they're on track long term to hit the guidance between 230 and 260 billion subscribers. and then also, kelly the advertising market, as well as the traditional media guys, about how there's this ad recession, and they're trying to sort it out. we'll by listening for that as well >> maybe going back a couple weeks or months, how do you feel about it we do think the stock can be meaningfully higher. >> i know you're saying don't get too excited in the next. >> unless you have a great conviction about a company, we would not step in front of the earnings,