>> i like this trade going into earnings because i like that it has a stock replacement trade, sojpmorgan, i want to take my profits in that i know what my downside risk is. they disappoint in some way or o another, so for me, i like this a lot. >> let's see well, i mean, tit's a pretty steep move we're talking about being up 16% over the past month. it's biggest rolling forward moves going back to the election in november. so ipg a a lot might be priced in street wide consensus is a dollar higher. there are 15 holds, three sells. not a lot of u forarea on the street for this. maybe that's the opportunity but if it were languishing, maybe there's potential, but it has moved 15, 16%. >> that remains supportive of this trade strategy rather than being long the stock it's a risky place to be long the stock for the reasons you citeded, yet are you really interested in not being long the best of three? that has been performing well. that's the di limb ma you face >> which is why i like it as a stock replacement. you have to massive run up, so why take those profits home with you and put them i