last time, she recommended urban outfitters, vf corp., down about 4%. intel, 18% higher. she's kim forest, senior equity analyst at ft. pit capital. great to have you with us. i was asking one of our earlier guests whether he worried too much expectation has come into the market and that we may be vulnerable. how do you read it? >> well, i think that's always the case. because you know, stocks really react to market news. and it looks like the s&p 500 is looking for you know, a double digit year next year. which respect to earnings. and if we don't get that, we might be disappointed as investors and more importantly, as stockholders. but that being said, time's on yur side. if you hold stocks long enough and have confidence in the management team and the company and the products they make, you know, things generally turn out okay. >> you have three stock picks. we're going to start with one called 26. a hometown pick of yours. in pittsburgh. and one of the things in it and in your u other pick that you like is significant management or foundership ownership. >> right. and

start with vf corp.ker of wrangler jeans, north face jackets, and timberland boots and that kind of stuff. so last year was a terrible year for buying winter coats. and they had a ton of inventory. the good thing is, they can use that inventory this year, more importantly their inventory looks great this year. they came out with compelling styles. they are good what they do but weather is held it down. i'm guessing it will be higher. weather only lasts so long. liz: intel, dow component, down today. this one is really sort of sensitive to different kinds of headlines? >> it really is, but in the long run is this really your pc stock intel is inside? we don't think so. today in the "new york times" there was an article about inten chips being used in automated self-driving cars. liz: saw that. >> we think they have a lot of potential for other uses other than just pcs. liz: you don't like tesla, speaking automated cars. tesla is pulling back. we should mention there is issue with some of their accounting.

but one look at the way columbia sports wear stock is acting or vf corp., not to mention the action in department stores fee. everything from jcpenney to target, and that's before the cyber craziness of today. the natural gas companies, they need the cold too. cost of storage has gotten too high. less coal means a curtailing of this fantastic rally and the railroad stocks that have been among the leaders of this market. so we need natural gas to go higher. yet there's a lot riding on the thermometer. third positive, momentum. when you get ahead of steam like this going into the last month of the year, you typically end up with a rally that will gain fuel boys money managers won't want to look as negative as they may sound when they're off the desk. i wonder if there won't be a catchup rotation starting in some of the packaged good stocks if the fed makes a muted statement when it raises rates in december. that could cause the bank stocks to stall out, but it might put a real bid, not just today, but a real bid underneath the names of clorox and kimberly-clark. we did see good buying in

and by the way, you can follow the way things went through colombia sportswear, vf corp.ather, colder weather. if you take a look on the conference calls for ross stores and tjx, the main issue was is there enough excess inventory? now, they said that there is because macy's is closing some stores. but overall we have to remember that a lot of this big ticket stuff is going. and that's where the stuff that is historically -- >> but the malls themselves, the physical locations may not have been as crowded. >> no. but i think that's just -- >> does it really matter? we had brian cornell here on friday talking to him and target is agnostic. they don't care where you're buying it from or how you're buying it as long as you're buying it. >> it's working for a lot of these companies. they've spent a lot of money and it is working. still 90% of people shop in stores, but i think best buy had a good christmas, i think target had a good one. i know from my friend who writes for the street jc penney had an excellent one. i can't believe how many people lined up at a jc penney in or