john trainor, at people's wealth bank management division which manages $5.5 billion. when he was on in january he recommended oracle which is down about 11%. express scripts, which is down 2%. and whole foods which has gotsen clobbered. it's down about 32%. welcome back. nice you have to on, john. >> thank you, sir. nice to be back. >> let's start with whether you still hold those three stocks and secondly what do you make of the risk gone this week? >> the two you mentioned we still zone own, we like them. whole foods we sold in the spring. we did not see the continuation of the good news me had in the fall. the comp store sales decided to fall off. so we decided to step aside. we have it on a watch. we may go back in but we don't own that stock now. as it comes to the risk on we've seen that so far this month, the stocks and the sectors that didn't perform well in the third quarter have been the leaders so far this month. for the first few days of this month the risk on trade is working. >> let's get you to walk us through some of your picks this time around. you ha