valuationwise, doesn't look that cheap to me. >>> coming up next, the final call from the options pitsnd the one activity that brings out the best in all of us. tweeting. back after this. when the world moves, futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. all on thinkorswim. from td ameritrade. dovisit tripadvisor new york. tripadvisor not only has millions of real traveler's reviews and opinions, but checks hundreds of websites, so people can get the best hotel prices. to plan, compare & book the perfect trip, visit tripadvisor.com today. tsplit second stats. it's so close to the options floor. you'll bust your brain-box. all on thinkorswim. from td ameritrade >>> let's take a >>> let's take a tweet. andrew asks us, will amazon climb again this quarter after earnings? mike khouw, what do you say? >> you know, my observation i would make, take a look at what happened to netflix this week. this is a very high valuation name. investors have not always required them to make money to

you're seeing signs of a top in valuation it doesn't mean houses aren't going to be sold, but valuationwise you're closer to the top than the bottom. >> ha about the call on the buildings products? do we like pulte's call? >> i like massco, and we do see activity in that one from time to time, it's only up a couple percent from year to date. when you look at the providers, massco, m.a.s., would be the one on my list. >> michael block, the most surprising thing i heard from you maybe came during the break when you talked about your firm having a celebrating on home depot. >> rhino analyst tim chen has a sell on home depot. we're worried about the numbers making targets in some of the oil producing states where there may be some job loss and dislocation there. and the street loves us, they think the company sandbagged their guidance and we're in this camp, tim's in the camp where he says hey look, numbers are still too high. the multiple is too high. if housing does fall a bit as we, do think so it will get a multiple rating and that's why we're lower. >> do we want to fight it out. i haven't

valuationwise, does it still make sense to go into these equities?> it's been a very interesting time. you are right in saying the low yield environment has prompted a lot of people to seek income from equities. there has been significant fund flows into dividends and so on like you are saying. you have to account for the risk factor so part of the yield is compromised of the risk. i think what's been a very interesting development in recent years is the emergence on products and exchanges that are dividend specific. investors can trade independent of the share. >> very interesting report. thank you so much for bringing us today. do continue to send in your suggestions around what you would put on a t-shirt if you were talking about the global economy. what have you got? >> loads of you writing through loads. just taking it from an end, we have always used a nondom! that's quite clever. at mtc lop done writes on borrowed time. >> i've got juan saying risk on. off is over or lost in transition. that's not bad. gold? what is it good for? >> i like it.