i think with a little bit more push or shove from this board mr. weiss maybe going forward with his name being recognized or without being pushed into the stands that causes lawsuits on both sides. i don't want repercussions where we fires me or something speaker i think the bookstore is a library of sort of and i think it's good for the community at large but a source you have historic documents and books for the city and county of san francisco. so i think you can do what you can by talking to the man and his wife instead of pushing and knocking on doors. some of you should gept together and talk with him personally. i can help you with that > >> thank you. next speaker, please. >> good afternoon. i'm betty i couldn't help but come down and speak out for marcus bookstore. as a teacher at a school that was a multiple culture school a lot of white students doesn't know a lot of the black history from 1985 to 2003. the history book was excellent when i taught on black history. i said why don't you go to marcus bookstore there's a wealth of information you

steve weiss, the bull and josh brown the bear. 90 seconds on the clock. mr. make your case. >> i don't look at the actual dollar amount. i was amazed over the last few years the stock didn't really get crushed and that fundamentals didn't get crushed because 80% of their business is outside the u.s. so with 295,000 hotels and accommodations that basically have such a leading market share, very, very tough. if you go out a few years, maybe they make that impact and maybe apple makes an impact. >> i agree it is a great company. if this is the type of name you want to bet against, you can't buy this stock here. it is a 20% grower, maybe 25 if you are luck and i not 30 on a go-forward basis. i have to tell you something. it is trading at 20 times earnings. it is reasonably priced, actually a 15% premium to its historical price to earnings multiple and and evaluation basis a little stretched. >> i got s&p and no growth. >> and we have had based on historical numbers. >> it would be great to go to kayak. that would help. >> kayak is in its own world. booking.com in

. >> mr. weiss? >> blackberry. here's the way to look at it. no communication while process goes on. risk down maybe a few percent. >> stephanie link? >> emerson electric. >> what that does it for us. more "fast" at 5:00. follow me on twitte twitter @scottwapnercnbc. >>> "halftime" is over. the second half of your trading day begins right now. >> scott, thank you very much. 1700, just a memory for the s&p now trading well below that mark, but is this then a good time to put some extra spare cash into the market? blackberry for sale. who knows really. the board of directors up in waterloo, ontario may be getting very serious now. who would buy blackberry? who might the partners be? we'll ask those questions in 30 seconds, and is florida sinking? days after tiger woods said his $50 million home was on shaky ground, a resort near orlando falls into the earth. first though to sue down at the nyse. hi, sue. >> hi, ty. pretty dramatic pictures there. stocks, meanwhile, well off the lows of the day. right now let's take a look at how the dow and s&p a

. >> mr. weiss? >> thc, tenet, it's been killing me.down big, but i had aspirations of this stock doing very, very well with the government coming in. do you see value in those stocks? >> we've lightened up a little bit on the hospitals. i think they will benefit over a two to three year period but in the short term we're dealing with slow admissions and i think the ramp up of health care reform will be slower than everyone was expected. >> but it's one of the cheapest subsectors in health care. how much more downside? isn't it a tremendous risk/reward? >> i would agree over a longer period of time. a lot of economies of scale and efficiencies, a lot of pricing power they get. so these things are all going to benefit them but over a two to three-year period. >> sorry, steph. >> just in the pharmaceutical space, you don't like pfizer but you like merck and merck continues to lower guidance. we own it, unfortunately, and we like it for the yield. i like the pipeline but when do you think the earnings revisions, the declines, start to reve

a couple months back mr. weiss took the bear side on hp in a "halftime" debate.>> management, by the way, that got into autonomy and other misstep, meg whitman, easy fruit's been picked. >> how does it -- >> will that be short lived, absolutely? this is a dying company. >> a dying one that only happens to be up 27% since that call. steve weiss, also the best performer in the dow this year. what do you do now? >> if i had to change what i did, i wouldn't have gone against somebody like murphy so due to win a debate so let's chalk part of that up to it. i was wrong on it. they had more gas in the tank. i still believe that the prospects for the company going forward are not good the it's still the same board that made all those mistakes. i would take my strength, and would i sell into it. >> you've got to give meg whitman some credit. >> i do. >> don't you? >> hey, absolutely. i mean, she's done a great job in terms of pushing the right buttons and using the cash flow. >> piloting a plane with one wing. i give her a lot of credit but it's not going to help. >> it w