have jonathan hoig. thank you for coming.er six people they would tell me the stock market is in the dumps. >> it is amazing. you would expect there has been a tremendous state of bad news and all of the fiscal cliff made investors scared of stocks. gerri: but that is not a good idea to put it into bonds. >> it is dangerous jpmorgan jpmorgan, a city group, ebay , kellogg, 3m, at 52 week high as it is bullish but investors are once burned twe shy. gerri: i hear the big cap six but what about boeing's? we will fix the problem would you buy them now is down? >> that is the reason for my book what you do not. you do not want a bargain. at the time when so many are strong with a 52 week high do not buy the laggard. gerri: no apple? you are not buying apple? >> if they have the large cap they already own it. the biggest risk is interest rates. they have never seen them rise that they are poised to do that and that will be the big story. gerri: you have the big cap financials but they had great earnings. can they continue? >> this s