ko kourtney got that right sdplchlt j . >> john, you mentioned the characteristics for some of the valuehat are you putting in client p portfolios >> material sectors or team dow chemical they have four chemicals and also added caterpillar and deere with the infrastructure sector and the farming sector right now or anticipated spend then they added chipotle and hilton for people coming back out in the economy those are six of broader packaged that they added in the portfolios last month. they did a good job. >> kourtney, with that in mind, if there is a trend having some of the value oriented stocks part of portfolios, what are you looking for and what are you putting in portfolios right now? >> dom, i think for us, we are a i an investment bank if those managers have the portfolios with the names bending to the resilience with the rising interest rate environment. they are positioning those not for right now. i believe this is a blip when we see 2022 ci coming in ad inflation is going to peel back. when we think about a rising rate environment post 2023, some of the names should perform

mondelez, couldn't agree with kourtney more. increase our international and emerging markets exposure. so mondelez has the opportunity to grow its local brands and also the opportunity to improve margins through improvement of distribution network we think there's a lot of opportunity here with 70% of their revenues outside of the united states. and so i know it's a staples trade, but for me, this is also playing on that sort of global growth in the show today. >> a quick break when we come back, biggest trades on the biggest calls and a reminder, you can watch or listen to us live on the go on the cnbc app back on the half right after this >>> all right, we are back let's get to rahel solomon with three big calls on street. hey, rahel. >> hi, scott let's start with coca-cola getting an upgrade to perform at rbc. target of those two $62 a share. firm believes as the weather gets warmer, coke will benefit from restaurants reopening up 3%. stock underpfrp underperformed o s&p in the last year pivotal is upgrading the buy, the targ

. >> kourtney reagan, thank you. what's the strategy on retail? target and walmart whose seals have done well during the pandemic to more places like kohl's which could see a pickup as the country reopens. >> i think retail's big factor is digital sales both kohl's and target had better digital sales i am paying attention to that. as the economy reopens and you get more people back in the stores, koelz, nordstrom and macy's -- those stores will benefit. i think we are in a period where digital sales will become more and more important and that's what you arereally seeing play out in the earnings. >> mike i want to pivot back to the broader markets. the nasdaq is thousand down 1.5% to what extent into a degrossing or derisking from hedge funds as rocket mortgage today is the short squeeze of choice? >> impossible to quantify in real time. when you do get crowded moves in the short stocks from has been more caution on the broader tape it has been the pattern. more broadly i think some of the risk appetite gauges we were focused on for months and mon

or is it kourtney? [ laughter ] kourtney jong-un lashed out.he biden administration that if it wants peace it had better, quote, "refrain from causing a stink at its first step." "we take this opportunity to warn the new u.s. administration trying hard to give off powder smell in our land." i'm sure it sounds more threatening in korean. [ laughter ] it's funny because north korea thinks these statements they make are sick burns but they always sound like riddles. "if you wish to cross the bridge, be wise not to anger us like the cat who swallowed mushrooms unwashed!" [ laughter ] by the way, it's rare that a dictator's sibling speaks out. i don't remember reading any stern warnings from lois hitler. [ laughter ] president biden has been trying to reach out to north korea for weeks, kim jong-un isn't having it. i don't know if he's tried sending a love letter? i hear kim is really into those. we haven't heard much from kim jong-un at all since trump left office. i hope the little fella's okay. i wonder how he's doing? ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ >> i will

homes and lives to the world nearly 15 years ago on the heels of a racy sex tape but now chris, kourtney khloe and the rest of the crew are shutting off the cameras. the season finale starts tonight. >> mom. >> love them >> would you stop taking pictures of yourself your sister's going to jail. >> your sister's going to jail have a little compassion. >> or hate them. >> lots of people have an opinion about the kardashians. >> there's a lot of baggage that comes with us. >> in 2007 millions started keeping up with the famous family's every move. >> don't be [ bleep ] rude. >> are you kidding me? >> the moments that followed. >> my diamond earring is gone. >> made reality show gold. >> they were showing everybody their everyday lives on tv and now everybody is showing their everyday lives on tiktok and instagram and clubhouse. >> elizabeth wagmeister writes for "variety." >> they are family oriented. they receive a lot of hate towards them and that's been part of their rides as well. people love to make fun of them and they're really in on the joke as people are laughing at them, they're l

kourtney, thank you. kb home earnings also out right now.ave some commentaries of color as to why they saw a significant margin improvement housing gross profit margin increased to 21.1 fundraise largely do you to just the pace of orders, price and starts and their ability to optimize assets n. particular, the millennial demographic which is engaging in a lot of first-time home buying and they are looking for homes with maybe lower prices, smaller square footage but they still saw an average selling price increase 2% to $397,000 during the quarter. they also note that their backlog value, very strong 74% year over year increase here still, nonetheless, shares down nearly 4% in the after-hours trading. guys >> leslie, thanks so much. >>> up next, mike santoli will have a look at whether value stocks are still vuaalble after stocks are still vuaalble after significantly talk about the rik and potential profit and loss. could've used that before i hired my interior decorator. voila! growth growth w our trade desk.couple.rategy m ♪♪ flexshares e

only at old navy, and old navy.com courtney or kourtney test.orning. we've been talking about extraordinary women all week long, and this morning, we are hearing from anne and tracy roosevelt, the granddaughter and great granddaughter of trailblazing first lady eleanor roosevelt. >> reporter: eleanor roosevelt wore many hats wife to president franklin d. roosevelt, first lady, columnist, u.n. delegate, but the role she may have enjoyed the most, grandmother to a gaggle of grandchildren, including anne roosevelt, whose earliest memory is sitting on her grandma's lap and soaking in the glow of her attention. >> she was listening to me while everyone else was talking at her. i believe i did ask her for her necklace. >> reporter: did she give it to you? >> the necklace is at the presidential library >> reporter: tracy, you're wearing a necklace. >> yeah, anne gave it to me for my wedding that was eleanor's. >> reporter: tracy roosevelt is eleanor's great granddaughter. >> my dad is an avid reader of the newspaper, and eleanor roosevelt wrote a colum