jim lacamp from ubs is out there somewhere. so is our rick santelli. anthony chan we noticed a trend in earnings to this point. revenue is a big problem for a lot of companies right now, isn't it? revenue growth? >> it is a problem. whenever you see that 45% of the companies are beating but the historical average is 50, it's a problem. on the earnings they're a lot better. the revenues are short. here's the issue. the issue is we're seeing perhaps a moving away from austerity. the paper is being somewhat discredited. france talking about cutting the capital gains tax. talking about many of the agencies loosening up on austerity. i think all this is going to generate a little bit more boost to the top line and we probably will start to see earnings and revenues doing a lot better moving forward. >> maria? >> jim lacamp, let me get your take on this record move today on the s&p 500. would you be poised to put new money to work as this market goes higher or you think we're going to be slowing down from these levels? >> maria, what's happened here is we've

jim lacamp with ubs has a crush on dividend stocks. but paul schatz, market strategist and president of heritage capital says be careful, because he prefers to carefully pick and choose. good to see you, guys. thanks for joining us. >> hi, maria. >> jim, let's talk about that crush on dividend companies. even though they continue to pay consistent numbers to investors, they really didn't hold up in terms of performance over the last year. so why do you keep looking for them this year? >> well, i still like them. it's not the only group i like, but dividend stocks are in favor here for savers. and the reason is, the federal reserve bill has absolutely pilloried savers and seniors. so what are they going to do? buy a ten-year treasury, fully taxable, running below the inflation rate, or buy corporate bonds with not much higher yields, young bonds with not much higher yields, or i can buy stocks. higher yields, lower tax rate. they give you a chance to beat inflation. and not only that, as you just pointed out, a lot of these companies ca