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you need to pay them paychex. so paychex makes more during that environment. right now oil prices are dropping. that is a very good thing for consumer stocks generally. targets, walmart, will be benefactor of the spending and available dollar in people's budgets. looking to sign of life in retail, drop in oil and gas prices help along with that effort. so everybody out there, hold on, calm down. don't worry too much about what is going on. david: great advice. >> jamie cox, great to have you. tim, welcome to the program. >> my pleasure. liz: chris gersch, we will see you in just a few minutes. everybody, those s&p futures do close at 4:15 p.m. eastern. just a few minutes away. david: as we've been discussing the airlines are seeing a lot of red today as ebola fears continue to come into the country. we'll give them to you as soon as we confirm anything. the cdc is dismissing all calls for travel ban today. what do you think about that? should we shut down flights out of countries affected deeply by ebola? send us a message on facebook or tweet us @fbnatb. ther

. >> and paychex. >> upgraded to a buy. they see nice froth ahead.he target $49, still a buy rating nonetheless. >> this is a company you know well, baby product company graco. >> it is, because i have a month-old kid at home. this is the paint company. >> oh, you know, this is what -- i'm sorry. i was thinking it wasn't a publicly traded company. >> this is the paint company based in minneapolis, minnesota. oppenheimer opting to buy, their target $79. they see growth ahead. they had to sell a division under an ftc order. they bought a company and the ftc said no, no, no, you're way too big. i appreciate it. i have a one-month hold at home. next time we'll do huggies. >> next up, henry schein. >> i'm not endorsing huggies, pampers just as good. >> you'll take anything. >> henry schein upped to a buy from neutral. the target about $131. about 15% upside seen. >>> and the under the radar name day of the date, reit. >> yes, upgraded to a strong buy. they're target $39, stock just under 34. about 15% upgrade seen. it pays a dividend of about 1.5%. >> not

paychex discover financial services. again, stronger balance sheets. the area of the market we would choose to focus on. from a broad view, you can look at more cyclicality. >> are we back to a decoupling argt umt? >> 65%. u.s. economy to focus how the consumer is doing. that's the tail wind. >> with your view on rates and the economy, that would be an argument to own financials. they've been waiting for this higher yield curve and interest rates. >> we prefer to focus on more cyclicality. >> is this stronger dollar dynamic going to show itself in this quarter's earnings? do we need to get out of those names prior? >> i think the story is the latter part of the third quarter. it's a fourth quarter event. it's important to remember as an investor that most of the impact on the driver of sales and margins is going to be u.s. gdp growth. the dollar is a modest driver of sales and margins. >> we have bulls arguing 40% managers are underperforming benchmarks. >> yes. momentum is likely to be beneficial. >> do you have a year-end target? >> year end around 2