the amazon retail numbers that dayna can speak to, phenomenal. and a number of other retailers that were phenomenal. i don't know who wants to get in the way of that going into the new year. and does it continue? and how much do we steal from it in might take a little fizz out of the beginning of 2015 but i this i the pieces are there are a nice rally. >> where do you want to be positioned? where is the best place. >> the discretionary side. the industrial side. one of the things we've talked about is everybody said earnings are going up because people are cutting cost. now you get top line growth because companies are going to have revenue grow finally. that is going push more into operating leverage which will then put more pressure or more upward pressure on earnings. and i think that is an area you want to be in. >> i still like financials. citi sold another business today. aig has been stagnant. that could work well. and healthcare. what i don't like is the emerging bio tech. that's scary and bubble territory. one salesman was telling me an

and jon najarian sira tetee and dayna tellsy. the plan looks like this. who shopped? who dropped?and what to