greg melick joins us to talk about in fact you upped the forecast for holiday sales to 5% gain. wow! >> we did it about a minute ago. frankly jobs are strong. consumer confidence looks good. and a the wealth affect should attack the holiday. we think the consumer should be out to spend. >> the leaders sometimes are discounters but toys "r" us isn't in existence. that's change the landscape nsiderably. >> we think it's the retailer with multichannelam rights. on should get a fair share. tathird of growth in the quarter. et is really laying into toys. we think that could help theas traffic at 1.5% joust the toys "r" us closing on the shares picking up theirs. thosere names holiday stocks well positioned. as you can see, some of ourvo tes are actually the one that is aren't playing for holiday. they're the home improvement names for next year. >> speaking of wal-mart they report this week. you think that's the most important report this week. why? >> they're about u 10% of. retail sales. the best read on if the consumer is out continuing to shopping. they leaned into multichannel t