and when we come back, investor lee munson tells us why he thinks the underperforming technology sectorout to take control and lead this market even higher. stay tuned. ♪ (train horn) vo: wherever our trains go, the economy comes to life. norfolk southern. one line, infinite possibilities. made a retirement plan, they considered all her assets, even those held elsewhere, giving her the confidence to pursue all her goals. when you want a financial advisor who sees the whole picture, turn to us. wells fargo advisors. >>> welcome back. the market higher for the day, but our next guest says several economic signs point to a pullback ahead. >> that is liz ann saunders joining us and we have lee munson to break down the markets. you actually would welcome a pullback of some kind? >> i'm an unapologetic bull, and we all sound like broken records to say we're due for a little bit of a pullback. i don't think it would be terribly sinister and i would like to see some of that optimism measured by some of the sentiment. but i think it ultimately would be a buying opportunity. >> maria? >> i think,

nick raich and lee munson at portfolio asset management.d to see you guys. >> good afternoon. >> nick, you're the numbers guy, right? what's your expectation from b of a tomorrow? >> we're expecting better than expected numbers. kind of the trend we're seeing with most of the banks. revenue growth, pretty flat, but up a little bit from last year. we expect to see the beat, but it's all about the guidance and bank of america, in particular, we're looking for them to contain costs and particularly on the mortgage servicing business. if they can do that, that could help pave the way. but most of the second quarter guidance has been tame at best for the financials, which on a relative basis, relative to the other sectors, has been pretty good. the financials, most of the estimates are going down, but not down as much as the other sectors. >> so this stock has run away, right? bank of america has been one of the ones to own in this whole banking sector. do you think this, a lot the riding on these numbers? >> well, last year it went gangbusters,