simon, i do like home depot. when i look at it versus walmart, it certainly seems like stephanie said we peaked in the first quarter. since then home depot is flat over the next three months. meanwhile walmart is up, i think, almost 21% over the next quarter. so i like that. that stock in particular going into the rest of the summer. a lot more than i like home depot from this point on. like i say, kudos for a good pick earlier. >> underscored, throw that chart back up there. how interesting. i hope you notice as well. these stocks may not have tracked on the same trajectory to get where they have gotten thus far but they are both up almost identically year-to-date. the question is where they do from here. >> the year-to-date number. if you back that chart up a little bit and see three months, that's where the clear outperformance is of walmart. that's where people that were hunkering down and going back to essentials rather than home depot and durables. >> citigroup posting better than expected results even though profits fell earlier on a decline in revenue. managing director at raymond james joins us for a close