ere is going to be a systematic rtocking oft hardwart the consumer levelnd at the corporate leve we're already seeing that in some of the guidanceell is providing d it's going to be positive, we tnk, for them. >> paul: interesting selection there, financial and technology. erik, do you persally own any of the stocks youention or have other disclose to make? >> no, i n muscular dystphyes that own-- mutual naundz o these stocks. i do own them inrectly. >> paul: ver interesting. i want to thk you for being th us. >> thankou. >> paul: my guestrik ristuben of rsell investment. >> susie: recappintoday's rket action: wall street end five-day winning streak. thdow drops 22 points and the nasdaqoses three points. to learn more about eñatories in tonht's broadcast, to watch our streaming video anto take part in our daily bl, go to "nightly busess report" on pbs.org. you n also email us at nbr@pbs.org. can the consumer help pu this economy ouof recession and into recover tonighs two ways to play takes a look. re's kevin depew of minyanvill >> reporter: it's only septber, but pretty soon were goin