paul hickey, great to see you. you very much for coming in today. >>> coming up next, if you're looking for a way to play global headwinds, well, we've got it all covered your way. do stick with us here on "fast money." ♪ [ engine turns over ] [ male announcer ] we created the luxury crossover and kept turning the page, writing the next chapter for the rx and lexus. this is the pursuit of perfection. [ male announcer ] i've seen incredible things. otherworldly things. but there are some things i've never seen before. this ge jet engine can understand 5,000 data samples per second. which is good for business. because planes use less fuel, spend less time on the ground and more time in the air. suddenly, faraway places don't seem so...far away. ♪ >>> let's get a market flash now, back at the mothership with josh lipton on a name that is moving now. josh? what is it? >> hey, there, mandy. we're watching first solar, which is getting hammered in the afterhours. solar company reported a quarterly profit, reversing a yea

paul hickey and his jcpenney pick.e apologize. >> too afraid to show his face on the "street signs" set. >> in. he's going to join us anyway. >> he's just struck in traffic. >> we're going to be joined by paul on the phone. we have herb as well. reggie, congratulations. >> thank you. >> i would like to ask you if we did that stocks draft today, would you still pick google considering it's scaling at all-time highs? >> absolutely. >> why? >> of the 21 stocks we gave? we didn't say you could pick anything you wanted. would you pick it out of the 21 or every stock in the world? >> i definitely would have picked out of the 21. every stock in the world, that's a tall order to ask from me. >> and we also have joining me here -- you picked jcp. >> i lose so you put me on 90 minutes of traffic. >> what would you pick today if you had the same choice of stocks we gave you last time? >> if i could redo it, i would have picked google. >> no today. >> if we could pick it today, i'd say apple's a name that's pulled back here a lot.

let's ask mark lindon and paul hickey. great to have you in person, by the way. you dragged yourself out of san diego. poor thing. what do you recon, 2023? >> thanks for having me. if you're asking me, i think generally a couple names you don't see. amazon, even though it is number five, i think they will be there and i think google will be there. but think linkedin and sales force will be around identity and -- >> you have a man crush on ma'am zon.com, i think. >> i do. i'm not long the stock. but if it is done or up a hundred dollars, you couldn't feel any different. once it guess into those kind of numberses, it is -- >> when you say man crush, that assuming amazon is male. >> well, i'm assuming. >> is there a company in 2023 that hasn't even come on to our radar yet? >> yeah. when you look at it, like you said earlier, google wasn't public then. and facebook, 12 m largest company, didn't even exist. mark zuckerberg was just getting his license back then. there is a real strong possibility that you may have a company that doesn't even exist right now that will

and investment groups with paul hickey over there.%, be it on the bottom line and 60% on the top line. >> you are also tied within that five years of seeing evolution, aren't you, of some market caps that fall dramatically and big weight you talk about the financials an growth of others. who knew priceline would be $34 billion company. in the wake of the financial crisis. so the tenure of the market tyler is very different. >> very different market today than it was years ago. and you look at some of the companies like hewlitt packard that lost so much or yahoo! that lost so much market share in part because their businesses moved away if them and you look at other companies that have held on to share or grown it, like apple. it is, in total, a very different market. you mentioned the financial services companies which aren't what they used to be in terms of market heft. >> and valuations are very different. you recall in 2007, last time we were here, with dow industrials, trading at 22 or 23 times forward earnings. today roughly arou

this is what paul hickey calculated. you take the nasdaq 100 equal weight, you are taking all the come poebts, equal weighting them. commissary that to the s&p 500, equal weight. you are going equal weighed and the performance is actually very similar. the nasdaq 100 equal weight for the last six months up 15.4%. the s&p equal weight for the past six months, up 16%. so, it's a half a percent difference, dr. j. >> yeah, i think apple was just such a focused stock and obviously, as we talk eed with e aig statement that all the hedge funds were just jammed in it and jammed the wrong way where they didn't want to be as it came to the down side, i would point out that as they're saying now about google, well, it's at all-time highs. how many different times was apple at all-time highs. kept climbing to september 5th when it hit $705. so, i don't think that google is necessarily done, just because it's at a high. and i think apple is a little overdone down here in these low 400s, really. >> you think technology could come arou