look who is here, a familiar face to very faithful "options action" fans, stacey gilbert of susquehannaback after a few years. so it is great, stacy, to have you back. >> it's great to be back. >> earnings have been like a clint easterwood film, companies reporting great reports, others like amazon are floundering. can the market add a few dollars more? let's go to the money and find out, mike, there has been pattern, is there one? >> i think it's bifurcation. you have to pay attention to individual stories. gm obviously has a lot of stocks, specific stuff in there. amd a disaster. intel holding in, looking okay. chipotle, a high growth stock that trades at a high multiple and end up deserving it. but there are still other times of growth stories. i don't know that that's necessarily the case. so one of the things we've noticed. the market was down today, most of the stocks and the s&p were up. over 300 of the s&p stocks were up today. what that means is for your portfolio, you got to be taking a look at what you actually own. the mark, itself, is not necessarily your portfolio. >> i th