talk to you soon. >> yes, sir. >> that's paul meeks joining us there. >>> when you look at these names, square, i love the stock. it was a home run for me it was a grand slam. owned it as an early teenager at $12. ran it up all the way to 100 and i gave a lot back because i still believed in the story. i wound up selling it in the mid to high 70s. when i look at it, i'm out of the name when they start to change the narrative off gross payment volume and when you start to look at that declining, that to me scares me i think it has a lot of headwinds going forward. so i want to wait until it substantially stabilizes paul's been around the street for a long time now. this feels a little bubbly if we all think that the market has the propensity to sell off, these names are going to get hit the hardest. you are going to have a lot more bargains ahead of you. >> well, i mean the one thing you do need to know about the semi conductors is there's another trade war going on between korea and japan. it is impacting supply chain and that could actually impact all of these tech stocks and the semi

for more, i'm joined by paul meeks. john is here as well i'll just start with you when you have a name like apple still down more than 15% from last fall's highs, do you pick that up? do you pick up names hit hard here >> i would consider picking up a couple of names. apple not one of them. i would like to see apple first before i get reinterested, even though i do have a core interest in the name. if it gets back to where it trade in the lay may, early june, at about the 175 to 180 handle some of the other stocks, i'm more inclined. facebook, google, amazon i think there have been some stocks even without the chinese issues have been whacked. companies in fin tech that i'm interested in like square at $60 a share, should it get there pay pal. you have some relatively defensive plays in stocks like visa and mastercard and it is the top performer in the 100 today. >> i don't know if visa and mastercard are defensive anymore. they feel like the biggest names in the market, paul. >> i don't know about that they still, if y