mike murphy, james freeman, starting with big tech.ould you buy any of the big tech stocks on this dip? >> i would buy any of them. if you look back since the rally started it is driven by tech. what you have seen the market has gone higher over the last five days, big tech has dropped by to present to listen stocks are down 5%, that is a buying opportunity because this is where the growth is, money is rotating out of tech into companies like retailers where there is no growth, no reason to be there for the long-term. if you want to own these companies you need to buy them. ashley: why would you get out of a growing company and jumping to something is not going anywhere. you want to take a profit, at a trade, macy's trading at midsize earnings. do you want to on macy's or amazon. and -- >> and they have done extremely well. abercrombie, penny, macy's, huge gains. and we picked 6 retailers, >> 52%, and we have seen them go up -- >> the highest effective tax rate, tax reform will alter their profit and tax position big time. >> 35% avera