which happens to be the 50-day moving average contingent upon bar stool sports. >> let's turn to viacom cnbcnd julia boorstin it is well lower, but up 20% over the past month. >> but shares are off nearly 66% from 52-week highs viacom cbs's decline started last month it lost half of its value in five days. a couple of factors precipitated that the ceo issued new shares to raise $3 billion there were a couple of analysts downgrading the stock citing the streaming wars and nfl put its games on paramount plus which said would increase cord cutting and similar things it is up this year on news it is looking to sell its 50% stake in the cw network and on bullish notes, two analysts have a buy rating on the stock, one of them raising subscriber estimates, she says it depends on what the strategy the company lays out in its february 15th investor event. >> jeff, the stock is up 20% over the past month. does that make you want to be a buyer? >> no, kelly to julia's point, she hit the nail on head this stock hasn't done anything in five years. it is down 40% in five years it has $5 billion in cash. i

shares are up over 2% as well now, there has been another piece of news that's helping comcast and viacom cnbc in particular those two companies negotiated a melt-year deal guaranteeing content for the cable yint and also avoiding blackouts. >> always key for customers. julia, thank you. >>> stocks in the tech and industrial space don't come cheap. in the past year, tech is up 28%, industrials are up 20%, their the focus of today's buy this, sell that segment. we have stocks picks and pans in two of the sectors where our next guest says stock picking matters. there he is. sarat, it is great to have you here again let's start with the technology sector you are saying buy paypal, sort of a controversial call, and sell affirm. talk to us about this one. >> i always have a bias towards value. if you look at paypal it is down over 50% from its peak the company made a potential acquisition with interest that the street didn't like if you look at the secular growth drivers for paypal they are stronger than ever as we have gone through covid more people are using less cash, more transactions over the