lee munson is portfolio wealth advisers president and ceo let's go through the stocks, lee, beginningounced it's going to move to my hometown of arlington, virginia. >> you know, stranger things have happened, let me tell you boeing does have this drip, drip, drip i think it's going to stop here's what they have to do because they have already told us the supply chain is going to be a problem until the end of 2023 and it's baked into the price. but if they can get that certification, that little golden letter, the golden ticket that says the 777 x is ready to sell, i think it's a real game-changer because it's going to be a high-demand plane. but they had problems with the 787 and luckily the public doesn't remember the 737 max crashes and that debacle so you have a company with one of the most complex supply chain issues that has ever occurred in any type of company here and we might see in 18 months that lift so i actually think that you've got 40, 50, 60% upside on boeing and maybe only about 20, 25% if they can't execute again, this is not about the moves, it's not about the drip,

chipotle and papa johns down 20% to 30% this year and mcdonald's down only 7% let's bring in levi munson first up, leeto what it is a beat up growth stock that you're trying to pick away at. like a home builder. you know we're going to get out of a recession, the one we'll probably have next year, but you to be careful about getting your positions right now, right they have a drt customer mix they don't rely on that bottom 20% of wage earners that are getting the squeeze from gas prices chipotle also has more dynamic pricing. they will be able to be more responsive, but i think that people have to tlaem this is not a recession play this is just what they were saying this week they're able to grow and never go negative back in an '08 time period. they created their own competition. so they have to deal with that this time around >> i think what you're going to tell me is a slightly different mix. >> absolutely. that's why this is the core holding you want for a recession. you remember 2008? mcdonald's was up 11% that year. chipotle was like 70 plus percent. what i love is they control their suppliers.