. >> reporter: while many compare michael kors to coach which suffered from market share and stock price declines, murphy thinks ralph lauren is a better competitive to kors since both have large product lines. the sales growth has been seller, a performance level only sustainable for so long. however, piper's survey still indicates kors is a top desired handbag brand potentially giving the brand some back to school sales strength. for "nightly business report", i'm courtney regan. >>> our market monitor guest tonight says there are pockets of opportunity, you need to know where to look. welcome, nice to have you here. >> thanks for having me up here. >> there are pockets of opportunity. i assume that means evaluations are not stretched as they appear to be in some sectors. >> i think it's like that joke about the man who draowns six inches deep, the same in the market. the average looks fairly to maybe a little over valued but there are extreme pockets of over evaluation and some really extreme pockets of under evaluation, places like energy and energy services. so we've tried to dig in the value areas.