s&p sam stovall is here, and he says they're going higher. he joins us live after the break at post 9 to reveal what his extremely bullish call actually is. then ubs' paul richards made a smart euro call right here on this show. >> i'd said euro. i think we're going to head back to 1.35.50. >> well, it was a great call. he's coming up later on where he thinks it's going next. that and much more is coming up on "the half." [ bagpipes and drums playing over ] [ music transitions to rock ] make it happen with the all-new fidelity active trader pro. it's one more innovative reason serious investors are choosing fidelity. get 200 free trades when you open an account. at farmers, we make you smarter about insurance. because what you don't know, can hurt you. what if you didn't know that posting your travel plans online may attract burglars? [woman] off to hawaii! what if you didn't know that as the price of gold rises, so should the coverage on your jewelry? [prospector] ahh! what if you didn't know that kitty litter can help you out of a slippery

but up next, sam stovall says there are only a handful of retail stocks still worth buying. his shopping list coming up. >>> boeing union members in washington state overwhelmingly rejected a new contract proposal that would have guaranteed their jobs for years but also would have raised their health care costs and eliminated their pensions. now those jobs could be heading to another state as a result. union workers are mad at everybody right now. boeing and their own unions. that story still ahead on "closing bell." the american dream is of a better future, a confident retirement. those dreams, there's just no way we're going to let them die. ♪ like they helped millions of others. by listening. planning. working one on one. that's what ameriprise financial does. that's what they can do with you. that's how ameriprise puts more within reach. ♪ hmm. ♪ mm-hmm. [ engine revs ] ♪ [ male announcer ] oh what fun it is to ride. get the mercedes-benz on your wish list at the winter event going on now -- but hurry, the offer ends soon. [ santa ] ho, ho, ho! [ male announcer ] lease t

. >> sam stovall and scott ren, with wells fargo advisers. was detailing this great rotation, where the investor, retail investor is putting money these days. a big story in the journal about this in as well. how much of equity performance predicated on retail fund flows and how much interpreted as a warning sign. >> i think it's good to get the retailer back into the marketplace. i still don't think that you have a majority of them there. so at this point, i wouldn't say that it's a good contrary indicator. we still have a month and a half to go in the year. i think anecdotally, fund managers are behind their benchmarks. i say they're going to stick with it to the end, especially if they want to get bonuses. >> what is the s&p target you just laid out? does that involve the retail investor? does that argument imply they have increased exposure to equities? >> last week, our research department's investment policy committee raised 12-month target for the s&p to 1895. now you might think that that's overly bullish target but that's really only