closing bell" exchange w.us kevin o'brien of revere data, rod smith of river front investment group, cnbc contributor stephanie link, and our own rick santelli. kevin, you're a stock market bull, so this meltup towards 14,000. you think it continues for the dow? >> we think the market is headed in a pretty good direction. overall investor sentiment is quite positive. when you think about today, for example, with expirations, we call it the perfect storm of expirations and traditionally seen a lot of volatility there, and when you look at the vix, for example, over the past year, it's trading at basically a low, so the markets pretty much with thinking there's good general direction going forward, and we think that will continue for the dow and the broader markets. >> let's talk strategy here. stephanie link, what's your strategy going into this rebalancing? we know there's a lot of stock for sale of a handful of companies like coca-cola, united parcel service, ups, ibm, wells fargo and some -- some buying activity here in apple, google, a handful of other techs. how do you want to play this? what's your strategy going into this reba