joining me now on a first on cnbc is bryan fairbanks, the president and ceo of trex.> thanks, kelly. >> how long have you been at the helm? >> i started right as the pandemic was starting in april of 2020, but i've had over 20 years' experience with the company? wow. you started in april of 2020. so business went from terrible to fabulous to now how would we describe it? >> it absolutely took off during that time period and there have been ups and downs as we work through inventory and the channel in a variety of times. today i would say it is kind of moderating and i thinkwe're coming out of a period where the consumer has been a little bit unsure about spending. repair and remodel spending has been negative over the last couple of years, but i do see that on the horizon we'll start to see some growth there again with consumers. >> do you watch interest rate as obsessively as i do because every time i see it going back up. there goes the housing rebound. i guess the activity for homebuilders has still been strong and the stocks have been strong, but you need the broa

those names, we've been putting them on the screen but so everyone can hear them, trex is one you likeve got salesforce. is that right? you like halliburton, spotify. there's a lot here. >> yeah, it's a broad -- that's one of the things we like about it. it's not just two or three sectors here. on the tech side, it's really going to be, i think, next year's going to be the year of software. already starting to see a move in these stocks, salesforce finally breaking out to a new high and now that a.i. has started to come into play in terms of users of a.i. starting to use it, salesforce is right in the ddle of all that. we think the software trade in tech is the trade for next year on that side of the market. we like the regional banks. they're beneficiaries of almost everything that's going on right now. we like home builders. you know, we think trex is a kind of housing play in some ways, and that's looking up, a great franchise with a lot of growth in front of it, trading 40% of its high. there's an awful lot of attractive stocks out there, kelly, for all the froth. >> we had that ce