joining us tonight is gary bradshaw, portfolio manager at hodges capital management. the last time he was on in may he recommended brinker international which is down 17%. cracker barrel which is up 5%. and casey's general store up nearly 24%. gary, welcome back. >> two of three is pretty good. >> thank you, it's nice to be back. >> how do you feel about the market overall? as i understand you think people are a little too pessimistic? >> sue, we do. even in spite of this slow-growth economy, we think investors are too negative and that the market will move higher going forward. the market is not too hot, not too cold, when you look at market multiples at about 17 times this year, 16 times next, and with interest rates low, 10-year around 1.85, we think market multiples can expand going forward as the economy gradually improves here in the u.s. and we think the world economy will improve as well. >> let's go through a couple of your picks. you've got interesting ones there. all large capps but they represent different slices of the economy. the first one is home depot