>> dorn darn, darn.

>> dorn darn, darn. >> relax. we have the group of stocks that can catch up to the market. we'll explain t. action begins right now. >> let's get right to it. starting with a big week for big tech. amazon and apple making multiple highs, facebook both at a high adding to the tech rally here. stocks at record levels. you stick with technology. let's go to the money right now. mike, what do you say? >> we are about to hear from carter on this, i mean until we are about to, i would have to say usually you would stick with what's working and you would stick with growth and you would also stick with something that people don't seem to be able to short. amazon certainly falls into that category. so you know when i'm trying to look for a place, you do see top line growth or consistent eps growth and this seems to be the sector where you see it. but valuations are the worrisome thing for me from a fundamental point of view. >> do you think valuations are out of happened? microsoft hit a new high? >> i don't think microsoft is out of hand or oracle, for example. >> there is definite