let's talk about terex. the sales booming off the recession bottom, above pre-recession levels.ood numbers lately. but the stock has also responded. is it too rich to still invest in right now? >> we think it's a little bit rich right now. we have a couple of concerns. there's some upside left. but given the risk level, we're maintaining a neutral rating on the stock. we do think that terex could struggle with chinese competition particularly in the developing world, losing some market share. secondly a lack of pricing power. we think their lack of ability to be a price leader will hinder their ability to offset raw material cost increases over the next few years. >> how exposed to raw material prices is terex? there's a fear of china slowdown. some commodity prices have come off pretty good, copper and others. if we see the continued deflationary price spiral in commodity that is we might get and the fed might be expecting, what's that going to mean for terex? >> we just saw oshkosh report today who has a similar business as terex's genie business and they missed on the margins

they started showing symptoms like terex. no agents were the cause, parents think the state's testing was not complete enough. they are also not satisfied with the opinion of a doctor who examined all of the girlless. he says it's a conflict which resulted in mass hysteria. his prognosis is for a complete recovery. >>> a man is recovering after a terrible accident involving a nail gun. the result is a 12-inch nail in dante's head. tragedy was averted by just a few millimeters. >>> former kidnapping victim elizabeth smart is now engaged. the 24-year-old will likely get married this summer. smart was abducted from her home when she was 14. she was rescued nine months later. bryan david mitchell was convicted of kidnapping and sexual assault. no details were released about smart's husband to be. >>> she was one of the pioneers of rhythm and blues and soul. the legendary etta james has passed away. >> ♪ that's james singing her hit song "at last." she had a string of hits, james was a three time grammy award winner. she died from

. >> i think that terex -- i like the other more than terex. casey. how about casey?er: a big sunny boo-yah from the pacific northwest. >> beautiful out there. what's going on? >> caller: the company i'm looking at is guidewire software, twre. >> i don't know it. i don't know guidewire software. i've got to sic the team on it. don't know guidewire. got to come back. john in maryland. john. >> caller: hey, jim. >> o, john, what's up? >> caller: i want to give you a boo-yah. >> excellent. >> caller: my stock is poly com. >> you know, it was a bad quarter. we got crushed on this one. bad quarter and then good quarter. you know what i feel? it's too hard. this is that videoconferencing -- just go on cisco has gotten inexpensive. how about kevin in wisconsin. kevin? >> caller: how are you doing, jim? >> kevin, i'm doing great. how about you? >> caller: not too bad. i'm out ice fishing right now, so i'm not doing too bad. thought i would take a break here between the fish. and i wanted to ask you about under armour. >> i liked that quarter. it was a very good quarter. why?