. >> reporter: nick mcguire presented his best idea, terex, a company he says has the opportunity to triple in three to four years, melissa >> all right, thank you so much, leslie picker. of course we'll be speaking to marcato's nick mcguire, he'll join us in a few moments on that best idea. other ideas from the conference today, there are so many to go through that leslie sort of ran through, what do you want to start with >> what julian robertson was saying, we talk about is tech in a bubble, is it overpriced we're still at 21 times earnings julian robertson saying, this is not necessarily unusual, not necessarily stretched. to me this goes back to the whole idea, what price will you pay, what p.e. ratio will be pay for where interest rates are right now? and that's what this whole market comes down to that's the core of it. we're not overvalued as long as interest rates stay low. >> but what i heard today, i think a lot of guys echoed this, this market is at a very difficult valuation. we almost have to reach or find, any of these guys we mentioned, i don't think they're reachers,