in response zelman raised the price target on 7% on average. more for stocks when you expect growth. and how good are these numbers we estimate 500 basis points of upside potential to our current estimates of 9% aggregate order increase for the public. meaning we're talking about lower growth in september they sounded confident homebuilders had a lo lot more room to run since thing things got better. zelman published another note titled raising third quarter building efforts." she's now predicting 15% order growth across the whole group this quarter no wonder the economy is strong. that's up 7% from last quarter she noticed pricing trends are improonking, which is starting to boost margins for homebuilders however, the stocks have run so zelman warned we may get near-term profit taken during the earning season she said not to worry, any pullback will be short lived and i think you need to keep this as a buying opportunity i am, as you know, big fan of lennar and have been since i worked with goldman sachs, and he's no longer with us, but stewar

know that there is mortgage numbers weren't that great, but housing is doing well just check in with zelmant at housing should stay long so i'm not going to let one productivity number, one employment number make me feel like things are bad here the issue is, when you have emerson stock climbing, climbing, climbing, and far starts the call by saying things aren't that good, how long can you continue it climb on a not that good, well, maybe because shaw says reinvent the company, 55% of the businesses are going when farr took over. you hear united technologies, honeywell will get out what doesn't work, caterpillar, dividend is sacrosanct i count ten cloud-based marketing companies. do we need that? >> all trading at incredible multiples. >> do we need zendesk and 59 do we need z-scaler and cloud strike and fire eye and -- >> calling for potential consolidation. >> do we ever need it. i spoke to fire eye last night no one is willing to consolidate. that's why i know that people now tell me, jim, got to get the story straight, xerox. xerox wants to do a bid. the story straight xerox, they want