it's up 80% for the year let's bring in stephen kim, home builder's analyst at ever core isi. great to have you. i don't think you're surprised you have been bullish on home builders for the better part of a year now >> yes, that's right we've beenof the opinion that you're going to see significantly better than expected results due to the lack of inventory in the market that was something that really convinced us last year that we should stay with these names even though things were really looking like they were falling off a cliff. and, in fact that really has been rewarded. investors who stuck with the bill, since last july, you're up about 90% from any of the builders including poulty and they put up a whooper of a quarter this morning it was really across the board better than expected and not only that but they leaned into it with their guidance and said, look, these margins that were generating, there's no shoe to drop was a phrase they used on the call they're forecasting them to stay very strong for at least the next couple quarters. >> the incentive piece of the puzz

you're a great unless i'm full of sustain with somebody. holstead kim stephen king, the american king of colorado is one of the political prices, lakes this victim, switch us on. but that's a deal of change to me when you model comb regarding cost though as the other most homes and ultimate almost excited patel am by the outcome. but yes, i mean, there are always, you can always find things about people as to pull them down the stairs. you, washington and jefferson were slaveowners. that doesn't mean that they didn't do many good things for the united states of america. but there is still a rupture of it, or some of them are used to work with your weight and emails experience as well. so put general, put some of these up over the, the ukranian sashes. the gentleman agent step on monday or came to prominence in the 1940s for his nationalist views and brutal mast cuz of civilians. the color of the news grades were low when your stores and the chaise thesis. surely shoot with the it's a should say a set of nice assembled or stuck. you send these 3 being it. you leave the really guy just

you're a great unless i'm full of sustainment somewhere. holstead kim with stephen king, the american king of hora is one of the political prices, lysis victim switch us on, but that's a deal of change for me when you mo, calling regarding cost though you bought the car, but as the other, most homes and altima excited patel bundling a couple of mussel so easily and by the outcome. but yes, i mean there are always you can always find things about people is to pull them down the stairs. you. washington and jefferson were slaveowners. that doesn't mean that they didn't do many good things for the united states of america, but there is still a web server or some that are used to work with me right now. the emails to be launched as well, set up with a general put some of these up and over the ukraine. finishes the gym and agent step on bundled or came to prominence in the 1940s. but he's nationalist views. i'm brutal master because of civilians. the full of clothes or the thing is grades it's numbers will win your stores and assist. this is shelly. she'll with us to, to reassure in the cor

roroast beef o or pastri french dipips today only a at togo's >> stephen: performing mexico from its greatest hits album with his wife kimgo home ♪ ♪ guess i'll have to go now ♪ ♪ americano got the sleepy i ♪ ♪ but his body still shaking like a live wire ♪ ♪ sleepy senorita with the eyes on fire ♪ ♪ oh, mexico ♪ ♪ it sounds so sweet with the sun sinking low ♪ ♪ the moon's so bright like a light up the night ♪ ♪ make everything all right ♪ ♪ babies hungry and the money is all gone ♪ ♪ the folks back home don't want to talk on the phone ♪ ♪ she gets along letter and sends back a postcard ♪ ♪ times are hard ♪ ♪ oh, down in mexico ♪ ♪ i've never really been so i don't know ♪ ♪ oh, mexico ♪ ♪ i guess i'll have to go ♪ ♪ oh, mexico ♪ ♪ i've never really been ♪ ♪ i'd sure like to go ♪ ♪ oh, down in mexico ♪ ♪ i guess i'll have to go now ♪ ♪ go down ♪ ♪ ♪ ♪ mexico ♪ ♪ mexico ♪ ♪ mexico ♪ ♪ mexico ♪ ♪ oh, mexico ♪ ♪ oh, mexico ♪ ♪ [cheers and applause] >> stephen: thank you, james! james taylor, everybody! that's it for "the late show"! good night! [cheers and applause] ♪ ♪

he would wave around the correspondence from kim jong un when he was in the oval office. beautiful letters. >> stephenng. he said "nothing of great urgency, no." i had no way of knowing that was in the case at that time. then he volunteered something about the letters, the kim jong un letters. we have these great letters and i said oh, you took those with you? registering my surprise, he kept talking when he didn't want to answer the question on my said wow or something and he registered my surprise and said no, those are in the archives that we have great things. they weren't in the archives. we found out later. it turned out the archives had been trying to get them back. huge kudos to "the washington post" for the reporting on this. >> stephen: and kudos to the archives. here's to librarians. >> maggie: librarians who have been a thorn in his side for the last 18 months trying to get government property back that doesn't belong to him. >> stephen: on a certain level we all wish we were librarians so we could all just go shhh. [applause] >> maggie: [laughs] >> stephen: maggie, thank you so much for b