david strasser of janney montgomery. change your mind at all? >> i was impressed with, their online business group. this is where they're trying to compete. i'm very encouraged by that. i said what i said at the top of the show. i think this is an interesting place to own this stock. >> we got a lot of companies who had difficult holiday seasons. is this a sign of a weaker consumer? or a slowing economy maybe? >> to me, it seems that way. and i know we had a discussion earlier on the conference call that there are lumpy parts of the retail story. there are some companies with company-specific problems. when you start to connect the dots. when you start to see ism service number employment number down. and you see the jobs number down. and canada losing jobs. australia losing jobs. german gdp coming in weaker than expected. all of these things start to paint the picture that the economy is not as strong. at the very least, that the stock market says it is. >> we have bed, bath & beyond, lululemon. >> these companies are all broken, though. you na