. >> we mentioned martin marietta as one of the home-related stocks what is their niche? >> sure.de a good chunk of what they do is aggregate. it's the material that's used to build a foundation of a home. >> okay. >> but also for highways, bridges, public infrastructure side, along with some of these megaprojects you've talked about. so construction broadly. >> as you're talking, i think some of these stocks you like have some up side. this is an area that a lot of institutional investors have to be careful, but for retail, maybe it's an opportunity. where do you see the biggest up side in the coming months? >> we feel pretty good here. certainly we're going through a period of digestion, because rates were quite healthy but when we look out to 2025, we feel great one, the housing market has massively underbuilt we have a wave of young people buying homes existing home sales are at a historic low all of these consumers with a mortgage, rates are down below 5%, so not surprisingly, when you see rates come down, that's a driver to improve affordability. that could drum up construct

i mean, martin marietta sort of, whatever. i'm say this.er, if you are looking for equities in to play. without question. but the gold miners, to me, are still cheap. >> and oliver bought up all the supply in silver and gold, if you are looking at his wrist when he was here. >> though i think the silver was platinum. >>> up next, final trades. okay, team! oh, thank you so much i couldn't have done it without you. honestly, i don't do a whole lot here. i'm really just here for the at&t internet, it's super-fast so, any pre-launch concerns? what if nobody buys them? that's mean or, what if everybody buys them? oh, i hadn't thought of that that's probably not gonna happen can we handle that kind of traffic? the network can handle it! i downloaded eight hours of true crime stories just during our last video call i'm learning a lot clem's not a morning person. or a...people person. but he is an "i can solve this in 4 different ways" person. you need clem. clem needs benefits. work with principal so we can help you with a plan that's right for hi

further afield, if we're going to develop a lot of new housing projects, you buy volka materials, martin marietta, and you can buy waste management. they always do well at this point in the cycle. >> carrier, fresh 2024 high, jim, up better than 2%. >> david goodwin reinvented it, and by the way, dave with trane technologies, that's another place where we don't have enough people is hvac. i think that that's because people think hvac is not very sexy, but if you go into hfr hfr hvac as a younger person, you're trying to cut down greenhouse gas. >> paypal, going back to the spring of '23, this new partnership where they're going to integrate paypal into buy on prime. >> the stock has started to come alive. alex chris, still a relatively new ceo with the turnaround plan there and it certainly seems to be working a bit of late. >> seems? you had him on at 60 bucks. why don't you take a bow? >> congratulations, david. >> thank you, jim, for remembering that. of course, he would be the only person who did remember that. that's true. he was talking about a transformation. >> what about us? you want ano

consent to transforport leases l-12839 pier 92 and l-13002 pier 94 from hbm a holdings llc to martin marietta northern california aggregates:item 11c, request approval of resolution amending the lease with exploreatorium at piers 15 and 17 to, among other things, extend date by an additional 10 years to commence rehabilitation of pier 17. this is resolution 24-40. >> thank you. is there a motion? >> make a motion to move the consend. consent cht >> second. >> we'll take public comment. any public comment in the room? seeing none, do we have anyone on the phone? >> there are no callers for public comment at this time. >> thank you. public comment is closed. we have a motion and a second? all in favor? >> aye. >> any opposed? motion passes unanimously. resolutions 24 and 38, 24-39 and 24-40 are adopted. next item, please. >> item 12 a, informational presentation to consider and possible action to find that it is impractical to bid retail space at 360 jefferson street in fisherman's wharf currently leased to portco inc. db a safe harbor lease l-14564 and authorize port staff to enter direct nego