like other analysts, morningstar's rj hottovy expected sales to slow, but thought they'd still be positive. whether it be sluggish wage growth and an uneven housing recovery and just a lot of headlines about a worsening global macroeconomic picture, i think a combination of those have definitely put consumers in a more value oriented mindset, and that's something that will probably continue in the months to come. this may not be the last month that mcdonalds puts up a slightly negative same store sales results for the u.s., and >> susie: mcdonalds was one of the big losers here on the big board today, and that pressured stocks. but the dow, still eked out a 4th day of gains. the blue chips rose seven points, the nasdaq slipped four- and-a-half, and the s&p added nearly a point. >> susie: get ready for a pull back in stocks, that's what our market guest is telling his clients. he's scott wren, senior equity strategist at wells fargo advisors. so scott, let's talk about that pull back. when, how long, and why are you >> well, susie, i think over the next couple of months, we are very suscept