murphy usa. >> murphy is an interesting one. they are based in arkansas. they have a deal with walmart. they position their gas stationsrphy express, which is not walmart, but really what you've got is a nigh low-cost producer, they're all in in the walmart stores. that point of sail and proximity is what you like. >> you like jax in the box, mcdonald's, all cheap stuff? >> cheap stuff. i think you get ten bucks off gas tank, where are you going to put it. what's interesting of jack, is 80% of its business is drive-thru. if you use your car a lot, jack is where the pickup will be. >>> final one, because this one is not cheap. vail resorts? explaining that. >> this is a short more than a long. they've been bought, it's a value rank, and this one is a story that's already in the news and very well known. this is a short, not a long, and that's what you have to be aware of. >> john, thanks for waking up early in l.a., we appreciate it. >> no problem. >>> all right. when we return, jim cramer will join us from the new york stock exchange. we'll get hess take on the four dow components out this morning. >>> also looking ahe