carlton, i want to start with you for our actionable ideas, and you've been channeling your inner peter lynch] >> yeah. i'm taking a look at dollar tree e this week. a lot of people are hoping for a v-shaped recovery, but even if we with get that, it's not going to affect all people equally. just walking around my neighborhood, i'm seeing lines to get into the dollar tree. we saw it during the financial crisis of 2008 where the dollar stores expect discount retailers performed better. is so going forward, i think dollar tree, they had an activist involved last year, they made some changes, and i think it could be a good play going forward. jack: ben, i don't know if you have any experience with ulta, but you like the stock. [laughter] >> the stores are shut down, that's hurt, but it's going the move to online, it's not something you can buy on amazon. it's looking interesting here. jack: thanks very much, ben, carlton also liked your idea and, jack, always entertaining. to read more, check out this week's edition at barron's.com. don't forget to follow us on twitter. stay safe, wear your mask

buffettwas a space that and peter lynch were out talking about come our view right now is really twoead wrong about the space. two, we could just be early. when i say early in this process, we don't get to see what demand looks like coming back, and the most positive thing we saw in the last couple of weeks about the energy declaringas bankruptcy, but that is what takes place during this kind of environment. it is the supply cut that you don't do through a government mandate or a highly political situation. we will see those role for a while because there are quite a few producers that can't produce at these prices. just to get a sense, 80% of the american production of oil is done by 50 producers. the other 20% is done by thousands of companies. the question is, between the private markets and the public markets, among those producers, who will get weeded out? i mentioned in corporate land, incorporate debt, that is really where those things are going to get weeded out, but he was going to get capital and great finance? who's not? who's got to go to bankruptcy court to get bought by

says, he is very, very good, but also recognize there's no perfect time to buy i default to what peter lynchyour big gains. i mail that with what warren buffett says down hideously from when warren buffett was on that says to me, let's say you have $5,000 that you wanted to commit this year for your ira, why not commit a quarter of it a quarter of it two days from now when maybe we get a better feel or may the end of the day, you get closing price. i think that's how you have to invest you certainly weren't buying at the top. >> right >> come on, will you smile or something? >> i'm trying. >> jim -- >> this thing is so hard for all i know, you're reacting and liking it. i wish people knew at home how hard it was to have no cross talk, no able to tell whether you guys are down or up. it's a bummer. >> jim, i want -- one thing you said a lot, i hold on to it like -- i hope it's not grasping at straws, when push comes to shove and necessity being the mother of invention, i look at j & j. i don't know who it will be. these -- american ingenuity. >> amen. >> i'm hopeful i'm hopeful. i don't know