jc penney had a sales fail. sales dropped 16.6% in the first quarter. larry shover of sfg alternatives joins us now to talk about this mack truck of a market. good morning to you. are there any signs of a slowdown here? - well, it seems like no. everybody is tired, it seems like the stock market is tired, everybody is looking for that catalyst of why we should fall, why we should crash, and nobody is seeing it. so i think we are going to continue to grind higher. - so for people who are not fully invested, what are some stocks that are poised to pop? - i think you need to look at the stocks that didn't do well the past three or four months, and that would be financials and materials. a lot of those stocks really did not do well, especially when you compare them to some of the household names, consumer discretionary stocks. so, banks, insurance companies, and even some materials stocks are probably really good stocks to buy, if we continue to grind higher. - are traders positioning at all, larry, in stocks such as amazon and ebay just in case something happens with this online tax and consumers go out and spend l