sherwin williams has been working and home depot was standout last year in their category and overall. i don't see anything that changes that trend. obviously the related companies have gotten more expensive. this is not a six month trend, a 5 or 10 year trend until we can get enough people that can come out and buy these homes rather than rent. >> the problem i have with all these names, everybody has said tom is a smart guy and they bought sherwin williams and i'm not in these anymore and i would be taking profits because they've gotten ahead. define a dip, 10%, 20%, these need a correction. >> you always need a contrarian's take. >> one insider is cashing out and cashing out big-time. cnbc's john fod has those details from san jose. john. >> google executive chairman erik smith is planning to sell a big chunk in the company. does he know something we couldndon't. he's filed to sell 2 million over 12 months and still have 5% voting power afterwards. he's taken a less controlling role in the company since larry page took over two years ago. google stock is near an all-time high as th

. >> home depot, sherwin-williams, temper pew dick. >> not just a play on the home builders. what caught my eye was the move on toll brothers. it was trading in 2005 when they earned $4 a share. they are expected to earn $1 a share. this is where valuation is going to become very important. we also have a chart here. people are talking about this massive housing recovery, when you look at the 25-year chart of housing starts. look at that chart right there. recovery, maybe? >> who thinks we are going to get back up to that peak we saw during the boom? >> that's a great point. what i'm saying is valuation has to matter. toll brothers is trading at levels where they earn $4 a share in '05. they are earning $1 a share this year. it's discounting a lot of good news. >> dan is bearish. this is a great beginning strategy. it is a bear strategy. i buy one and sell one put. you want the stock to fall to the strike of the short put. that's where you make the most money and where your profits are capped. dan, walk us through. >> i want to pick on a sector i think is going to continue to

amount of january's advance, whether it be whirlpool, another 52-week high for the spin cycle, or sherwin williamswatching paint dry has never been better. or stock super bowl winner pulte homes. >> buy, buy, buy! >> and let's throw in tripoint, a red hot ipo of a home builder that went to an immediate premium. what else is glittering in this grimy industrial portion of the u.s. geography? how about industrial equipment. industrials gain strength as the month went on. i suspect they will continue to do so as europe stabilizes, america advances, and asia starts to roar. >> buy, buy, buy! >> just like the metaphorical baltimore. california, home of the niners, is coming back strong too. tech, particularly the semiconductors and everything related to the cloud and the internet are roaring here. it's almost as if the incredible slide in apple is fueling dozens of tech stocks to new highs. google's become the new tech leader, but who can ignore the run in none other than facebook? which is up an astounding 16% this year and will be addressed later in "mad money." the internet and the cloud, based on pr

coca-cola, anheuser-busch, kellogg's, caterpillar, united technologies, siemens, national oil well, sherwin williamsas you mentioned our largest tenant is fedex. >> what happens if fedex gets upset with you? what happens if fedex has a bad experience with you? >> our history with fedex goes back 20 years now. and we've seen time and again what a remarkable organization fedex is. they don't get mad at us. we're great landlords. we have a solid relationship. solid long-term relationship. and we work well together. they renew leases. they're still in the first building we leased to them 20 years ago. our relationship with fedex is such that i don't see -- each lease is a separate lease. there's not a master lease. and i don't see it as a weakness. it's very advantageous to have such a strong tenant. >> and in this particular case you present in your terrific annual report and also in the q & a on the conference call that you're an internet play, the only brick and mortar one that is an internet. because when fedex ships more internet stuff you guys get more business. >> right. well, there's been this t