john trainor, welcome back. >> good to see you. >> and congratulations on those picks, they're doing well. >> we're very pleased with them. we own themall, and we're very pleased. >> excellent. you say that you have some muted expectations for the market. so you're looking for a 10 to 15% return on your picks. that's a pretty good return, for muted expectations. >> it is, for those three stocks, those are the expectations. for the overall market, we're probably in the high single digits. you've got, you know, sort of the trump effect, as you've been discussing this evening, which we think will keep investors a little cautious, probably have a little extra cash in their portfolios. we don't see the market becoming extremely ebullient this year. we're hoping those stocks outperform. >> tjx. retail has a tough week. why do you like this stock? >> this is t.j. max. we like it in particular because it has a business model that can compete against the amazon effect. a lot of your viewers have seen amazon devastate retailers across the board. t.j. maxx has a unique sales proposition. plus a