gina sanchez first of our live guests from los angeles. thank you. >> thank you >> the story around google alphabet investigating how the company handled claims of misconduct including by top executives at the firm >> alphabet formed a committee to look into the issues and hired a law firm to help with the investigation. the move came after several share holder groups sued the company in january alleging the board breached their responsibilities by covering up claims against two former top executives including andy rubin who was let go and paid a $90 million severance package after reports claim they found sexual assault charge against him were credible that sparked an employee walk out. david drummond who was accused of having a relationship with employees including one who said they had a child together while he was still married drummond made $47 million last year >> drummond is a former board member of uber he led capital investment into uber and one of the key players when they were having all of their sexual harassment issues >> inte

let's bring in craig johnson of piper jaffray and gina sanchez craig, obviously home builders and housingelated stocks has been one of the stronger parts of the domestic economy. bond yields going up, mortgage rates perhaps have bottomed. what does the trend look like? >> so mike, let's put it all into perspective if you look at this first chart we brought in, we looked at all the big home builders. you can see how they've outperformed by over 20% so the big question now is is this going to continue are we going to stall out here if we go to the next chart and look at the home builder chart itself, we're running into overhead resistance. right where we were in december of 2017. and so from our perspective, we're going to need to see some sort of new catalyst may maybe rates to come back down or some accelerant to come back through this i've seen i did ver jins in the short-term indicators. i would be booking in some of these waiting until we see where 10-year bond yields shake out at >> maybe the trade looks tired in the short-term, but i guess you could take a longer term perspective eve