peter boockvar of bleakley >> nice to see you >>> we had home depot yesterday. we had lowe's today.elatively good relative to target what happens now if we think this is the ripple effect that is sort of being unleashed in the economy right now, guy, what is the writing on the wall in your view? >> yeah, who is impervious to that look, home depot at 18.5 times is cheap to itself it still trades mother expensive than the broader market, but it's relatively -- i think it's fair in this environment and they should went to -- listen, either side of the equation, home depot has proven they're a great operator but this is what the federal reserve wants. as a matter of fact, back a couple of meetings ago, before jerome powell left the stage, he threw in by the way, millennials, i'm paraphrasing, think twice about buying a home. what's happening right before our very eyes is everything they want to happen and to think there are going to be no knock-off effects or you'll be able to skate through unscathed on the back of that is foolish. i think there is pain to come in the housing market and