leerily it's a disappointing week for them relative to the market but i think the ones that i like i think of as reasonable value. i know everyone probably thinks amazon also is reasonable value i guess. i don't know but i just think this is a quality company. whether or not it's going to out perform in the short-term i have no idea. i'm happy to own it at these prices. a lot of the things that made the rally, obviously stop infrastructure but a better corporate tax structure. the ability to possibly repatriat money. could it go lower? of course. but i bought more today and yesterday. >> they're with a ton of cash and able to buy back stock and pay more dividends. now you may not want that but it doesn't mean that the rally in these things are over. they may go sideways for a bit. not sure but the market can, rally without these as we saw with the market rally without the financials. what we saw this week is just this massive rotation. out of these names and into the other areas but that does not mean that they're dead at all. >> there's a few factors that are converging right now, r

. >> but when this president comes into office, he's going to get leerily looks from both sides of the aisle. there are a lot of republicans who do not necessarily trust him just as much as democrats. >> that might be a good thing. trump is going to be held accountable. this could be one of the most hated men in america that is really loved by his supporters, but the media sure doesn't like him and that could be a good thing. that will hold him accountable. he'll deliver on a lot of promises. and this is all about action. the one thing i will say as a trump supporter, i was a bit disappointed in his announcement about hillary clinton. if the doj thinks there is something to investigate there, they aught to be allowed to do that. >> he can't do that unilaterally anyway. it's not up to him. if the law enforcement officials ultimately do come to a conclusion, for example, that the clinton foundation -- it's incumbent on them to take action. but donald trump himself is not going to be the person that will have to drive that tray. he's the president, not the attorney general. >> right. i th