if you want to be with kenshow, you would be. >> i would be long. >> if you had to be with -- >> younow what, i don't want to be with kensho. i want to go against kencho on the oil. we have a major change in the oil market. i'm long oil so my money is where my mouth is. >> consumer discretionary up 85% of the time. >> i like that. >> seasonal, obviously. >> right. even though people should know that going into -- it's seasonal. but -- >> what about my big apple call with the consumer discretionary? >> your big apple call -- you take sales from everybody else -- >> i just don't -- u.s. consumer is hot as consumer sentiment number we saw earlier this week. and we saw it in appliances, we see it in autos and a lot of things. so i think there is a chance. and if apple had a few billion dollars more in sales, that's going to come out of some of your apparel. >> but you're not long apple. >> no, i actually have a put position in the xrt. >> what is this game? >> it's not a game. >> he's not saying apple sales are going to be great. he's just saying if they are -- if there is -- >> if they'

look at our friends at kenshow. since 1990, s&p 500 up 81% of the time.00 average gain, see the bottom, up 4.5%. health care, industrials, consumer discretionary, big swaths of the market traditionally do well. >> ipo moon shot nutanix, priced at $16. that is not a typo. trading at $34.37, up 114%. they make computer storage technology that makes it easier to run corporate servers, but the bottom line, really important thing, guys, this is a flashing green light to all those tech unicorns out there, 100 or so of them valued over a billion dollars, telling them that it is safer to consider going back into the u.s. public markets. big day for the ipo market. >> bob, thank you. we'll get more on that in a bit. right now, it is friday, around 1:00, that means the weekly rig count numbers are out and they're up again, compared to a week ago, we added 7 oil drilling rigs out there. for a total of 425, you remember the euphoria about opec and how they might cut production? america continues to ramp up production as the price continues to climb just a bit. rig co

we worked with our partners at kenshow to see how the stocks performed in the previous four quarters.ed so far in 2016 due to change in consumer taste, looking back over the past ten years, the sector posts an average return of 3.3% in the quarter, outperforming the overall s&p, which is up just about 2% in that same time period. historically, what are the top performers? q4. consumer activity dominating as shoppers look to get away from the cold weather or treat them receives over the holidays. priceline up 12%. royal caribbean sailing up 10.6%. both benefitting from the holiday travel season. analysts say that priceline is well positioned for long-term growth within the space and thanks to strong mobile traffic and restaurant reservations. other outperformers, lowe's, and autozone up shy of 9% in the fourth quarter. that stock does well in these economic climates like this being the after market auto parts leader for those do it yourselfers. >> landon, auto parts, people giving floor mats for the holidays. what is the read on that in. >> that's -- i'm hoping that's in my stock. inte