as recently as when we were selling ray donovan, we sold it in there for pennies and now, there is al real interest. it is the first major sale we have made in china. it is significant. emily: can you win the world without china? can netflix dominate without china? david: here is how i think about china. china has always been a terrible market for american television. piracy is rampant. you know, the movie studios figured out how to do stuff in china five years ago. now they are making real money and i expect there to be a lot of growth there in the next five years. and i think we have spent a lot of time talking about china. emily: what about apple? what do you think is apple's future in television? ♪ emily: how did you get to hollywood? david: i just drove here. emily: in a volkswagen beetle? david: in an oldsmobile. my grandmother's oldsmobile. i came out soon after college. it was actually when i was in scotland. i found a bunch of hard-core film geeks who would have given their right arm to move to hollywood and i realized, i have no immigration problems. i'm american and has an

price coming down. >> not a ray donovan? >> i don't think so. expectations going in high. 20 times earnings. a hugement of money on consumer staples. this is a high quality one. >> target announcing a digital push. love target, and -- >> i do. last night tom lee on. look atted in side of the story. phenomenal. valuations 12shgs, 13. dividend yield, 3.5%. this name has everything going. grocery and issue. digital the other. immediately addressing digital and over the next couple quarters, not in one quarter, groceries have to guess attacked. >> and best buy has a problem? >> no. >> why? >> walmart had groceries. advantage. 56% versus 20%. mix is not there for target right now. >> denial? >> no. i agree 100%. >> because i'm right. right? >> somebody's got to be right. >> what are they selling at best buy? electronics. >>> smartphones? no. big tvs and appliances. >> what target sells. >> no, no, no, no, no. target is not big tvs and appliances. >> best buy doesn't have -- >> target has to get food right but starting to get apparel right. critical f