larry mcdonald is author of "colossal failure." good to see you. >> good to see you. >> why was apple on your list? you had a list of companies who you think will pay a special dividend. >> i'm not a stock analyst. i look to companies that have a lot of cash, companies that have heavy insider ownership and with massive stock outperformance. and apple is on that list. lvs is up 15% from the lows. the s&p up nowhere near that much. dell is on the list. oracle is on the list. a lot of stocks are performing very well versus the s&p. >> there is some research out i think last week saying that tax changes don't incent companies to change the way they pay dividends or payouts. tax changes have also in the past not let investors to change the way they invest in stocks ie selling dividend and paying stocks. would you agree with that or no? >> i would in the sense that i think you fade this. in other words, all of the stocks that rally and when the dividends are called i think you fade it because the stocks will go back to their natural cond

thanks so much for coming on. >> thanks. >> larry mcdonald. ff uncertainty has smen stocks tumbling. as washington moves to get a deal done, are there buying opportunities? you heard what larry said buying opportunities and there are ways to mick money on the short side as well. short side, judge, i think the vix. vix is down but futures are down twice as much. those futures that -- pricing out to january that i'm looking at. down better than a dollar today with the cash down 50 cents. tells you more and more of those folks are believing a deal can be done before the end of the here what's your cliff trade? >> tjx. i have been adding to it. we know about manufacturing stalling and what's coming in 2013. significant pullback here from 46 to the low 40s in tj and a company that's growing double digits and stealing market shares and name buy. >> stephanie, do you have a pick? >> boeing underperformed s&p year to date by 11%. it is because of sequestration, fears and budget cut fears. a company despite this -- macro pressures, they beat earnings an