tim collins saw it a different way. he said while the stock had down days, heavy volume on the up days. that's a sure sign that more money was flowing into the stock than out of it. saw a buying pattern or selling pattern convinced them that large funds were building positions to own the stock long term, not for a quick move. it turns out that what i didn't see, what i was so confused about was that monsanto's stock had started to be correlated with the price of corn, which was going higher back then because of newfound demand for ethanol. i was far too concerned about near-term earnings and worries about a shortfall and wasn't thinking big picture. collins told you not to fear. it was showing you that something bigger was developing in the quarter. he was dead right. and the stock i would have kept you out of would have been a big winner, when monsanto and corn shot up and taking the earnings with it. you were able to piggyback off the research by using collins' work which isolated the real underlying strength of the s

tim kaine. we have to talk about a difficult moment for him some years ago in blacksburg, virginia. the shooting there at virginia tech. my next guest is a father who will talk about his son, collinwas shot four times in the leg. what he can bring about tim kaine, the man who came rushing to his son's bedside from japan, back to virginia, coming up next. hello welcome to holiday inn. running our own business, we've been traveling a lot. a hotel looking to help small businesses succeed is incredible. thank you. holiday inn is an extension of our team. book your next journey at holidayinn.com month after month. year after year. then one night, you hydroplane into a ditch. yeah... surprise... your insurance company tells you to pay up again. why pay for insurance if you have to pay even more for using it? if you have liberty mutual deductible fund™, you could pay no deductible at all. sign up to immediately lower your deductible by $100. and keep lowering it $100 annually, until it's gone. then continue to earn that $100 every year. there's no limit to how much you can earn and this saving applies to every vehicle on your policy. call to learn more. switch to liberty mutual and you

list of speakers for next week's convention, ail moaning them, tim tebow, peter thiel, former new york city mayor rudy guiliani and eileen collinsthe first woman to command a space shuttle mission. >> thank you, major. >>> hillary clinton will focus on her potential running mate in washington today a. new poll shows 28% of voters see clinton as honest and trustworthy, that itself the smallest we seen in this election so far. 67% of bernie sanders supporters now say they will vote for hillary clinton. that's a gain of 4% from a month ago. fancy cordes is on capitol hill where she will be in a few hours. good morning. >> reporter: good morning. that's right. she will be meeting with all of the senate democrats here on capitol hill. a number of them aren't just her former colleagues, they are her potential running mates. not that they'd admit it. >> i kind of feel like i will stay in the rule for clinton's vp contenders, don't acknowledge you want the job or that you are even being vetted. >> i'm just referring questions about the best vice presidency to the woman that has to make this decision. >> i think the vice president rarely

. >>> also speaking at the convention will be eileen collins, the first woman to command a space shuttle mission, and "the new york times" says timtion. >>> and in washington, an extremely powerful moment from the senate's only black republican speaking out about racial profiling. senator tim scott described the, quote, humiliation of being targeted by police revealing that he has been pulled over seven times in one year. often for nothing more than driving a new car. >>> and the aclu is suing baton rouge police over their treatment of protesters rallying against the shooting of alton sterling. the suit claims officers used excessive force against the crowd. these issues will be the focus of tonight's town hall with president obama right here on abc, "the president and the people: a national conversation" begins at 8:00 eastern. >>> and there is a new effort to confront the opioid abuse epidemic in our country. president obama says that he will sign a bill that treats addiction like a disease instead of a crime. this new effort will increase access to a drug that reverses an overdose. >>> and a parenting alert this morning. your

collin gillis still with us. how much of the moch is expectations into the call or bullish commentary? >> there's a mix of both. actually what is most interesting is tim just said that a lot of the r & d spending is happening for product that is not currently shipping. so that is indicative of new categories. you have to remember apple drew down inventory by four million phones in the june quarter. so some of that september guidance is going to be inventory buildup happening as well. but generally speaking, all the commentary is positive. >> all right. thank you very much for being with us for the hour. it is time for the final trade. bob peck over there, let's start with you on twitter. >> so twitter having challenges. very much a work in progress. doesn't warrant a premium multiple. grade c. >> all right. our thanks to bob peck and collin gillis. around the horn. >> you have to give a shoutout to bob peck. this guy has been on the money with twitter downgrading it twice in the last year at relative top. so kudos you to. and thn apple, if you weren't willing to buy it at $97, i'm not sure why you would buy it at $103. maybe it was a good quarter. you