mcquarrie has an interesting no doubt about the iphone 6.emand has been so enormous folders -- for those of larger screen phones it has taken sales through the roof. if you take that away, where would the sales the? be? >> one of the biggest disappointments, one of the mismatched expectations of the apple watch with input i am playing with it, and i did not understand it that you cannot put anything with your fingers, it is all audible. that was a misfire terms of communication. you know inherently that you cannot use your fingers to put anything in on a fitbit. i think they will address a number of these things, particularly the extension of being able to do things away from your phone. i think it will be a good product, and something you may use, but i do not think it is anything like the iphone. the iphone is really a life changer. alix: a lot more to talk about. thank you for joining us. a lot for apple to come. in the meantime, julie hyman is on entering some of the stocks after earnings. julie: i wanted any give me some of the earnings

. >>> mcquarry boosting devon energy to neutral.had devon on yesterday in "street talk" because fbr capital added it to a top pick. two upgrades in two dazed forys for energy producer. >> fbr yesterday said they liked the leverage to emerging areas. >>> oppenheimer putting costco at an outperform $160 price target calling it a rare opportunity to buy the retailer. the pe near four-year low. remember costco had a tough second quarter citing falling gas prices. >> stock could use a little help. up about 1% year to date. many of the big chain stores have done better than costco at least this year. >>> the last stock is always the under the radar name. today it is tdoc the ticker. teladoc. a video service for doctors. you want to do a video consultation with a physician? they help enable that. they have an outpersonform with a $38 target. about $10 upside seen by cowen. >> remember priced at $19 a share above the range just at the end of june. nice up side from then. cowen seeing more up side from here. >>> are we finally going to get a