>> robert luna ceo and cio of the --. and jeff. is this rally historically for real and does t like loik it is going to happen this year. >> this is not the santa claus rally. that is the a last five days of the year and first two of the new year. watch out for early december. usually a little weakness with tax off selling. >> you are a little skeptical. you think any gains are going to be hard won now. >> i think we're breatpretty go through the middle of next year. very strong up about 25 and 34% of the nasdaq on average. i think we're going to get all of that. but after that i think it will be harder for the gains to continue. >> robert luna. part of the reason why i find this whole question interesting is that if there is such a thing as the santa claus rally it should carved out of market. from your perspective should we expect a rally this time around. >> i think so. and what's interesting is i'm out here in southern california and the weather is even unseasonably warm. and doesn't feel like christmas but i passed about two o

let's bring in scott stepper and robert luna. guys, great to see you. robert, you first.wer the question, i guess. where's the best place to put your money right now? >> well, i think, scott, like you said, up 9.4% in the past handful of weeks here and the s&p's hitting new highs so i think as an invest or, you want to steer away from the index and start looking for the stocks who haven't perform quite as well. maybe don't have as much analyst coverage. that's what we're doing for our clients right now and portfolios for named today. a name that stood out is lincoln financial and it's a stock on a valuation basis trading at 9 1/2 times earnings and capitalizing on the baby boomer demographic right now which is retirees, seeking out income, and with a 10-year paying 2.5%, this's hard to find. they're a big player in the annuity category. in 2008 when the companies were pretty much underpricing risk, lincoln had a steady hand there and they're a leader in the marketplace today and they just increase the dividend by 25%. >> robert's point is very well made with the index aro

for more on how the they are expected to do this quarter, bring in robert luna along with our papal. rt, it's goed to see you again. i understand this is one of your most bullish positions. it is, it is our firm's largest position, full disclosure, my up personally largest position and i think a lot of things to be excited about right now with disney, kelly. it's one of those stocks right now, somebody asked me a couple years ago, robert what is your favorite internet stock and i said disney and i think people kind of scratched their head. the were is we are fineding out that content truly is king now and we saw that deal recently with google play and i tunes kind of coming together, shaking hands to be able to share cop tent for disney anywhere across platforms. you know, there's no one really that i can find that can create original content and get into the consumers a mind, heart and wallets a mop advertise that like disney through their five different give visions. they have had a good run. anybody here take issue with that this visa? >> i don't take issue with the visas. i think