. >> caller: wanted your opinion on whirlpool. it's taken quite a hit since the downturn and i know it has an affiliation with the asian market. would bit a good stock to own giving the housing seems to be on the up? >> i got to tell you, sandy, whirlpool made a remarkable reversal. it is right in the sweet spot of what i'm talking about. appliances are selling very well. yes, they have exposure and never got out, but whirlpool is now down 40 points. it's in the sweet spot of what best buy is doing and toll brothers is doing and i say -- >> buy, buy, buy! >> peter in my home state of new jersey. >> caller: south jersey boo-yah to you, jim. >> eagles boo-yah back at you. >> caller: i want your opinion on esnt. i took the position in it a couple months ago, it hit a 52-week high on july 16th and now it's down like everything else. i'm about 2% down in it. >> yeah, but it's the right spot for this housing mace. you're in good shape with that. i like that one. it's a collateral damage stocks that shouldn't be down. i think you got hor

home depot is flat, despite excellent commentary about appliances, whirlpool is down double digits for the year now and so is ppg, the big paint company and both have substantial overseas operations and those are what's pulling it down and we have some recession-proof stocks that are shining and drug stocks and consolation brands and that's emblematic of a bull market device and the video games and autoparts companies which have been stalled if are so long because they allow you to keep your car longer, and they won't quit and riley automotive and not the actual autoparts which were in bear market mode. >> big biotech has been working until a tsunami took celgene down 4.8% or regeneron 4.2% and biomarin down 2.3%. and the rest of the cohorts were blown to smithereens already. we have msci, equifax, global payments and the always charming visa and mastercard and the banks have given up all their gains for the year and they're the most important segment of the financial group in the market. they're awful. they're awful. finally, the techs defined by bank, amazon, netflix and google that

whirlpool, stanley, black & decker make sense. they were well off the highs because they have more international exposure than you might like. it's coming down rapidly. that's a good reason why you can buy them there. do you know what makes sense to me? remember the airlines? the red hot group caused by the super strong dollar and oil's rebound -- ♪ super freaking. oil's rebound is $60. the dollar seems topping to me unless the fed is tightening it. tonight forget, they trade on the supply of roots known as capacity. remember there was a worry about the big slug of new capacity coming on. doesn't look it will will happen. that's why southwest and delta can keep going. america has legs. i'm concerned about merger integration. i think they will figure it out about how to make it so america and u.s. air seem to operate in a seamless fashion. i wish they made that less complicated and had done the deal together earlier. those are on warehouse plays on lower interest rates and oil. however there is a second tier of investment on toda

companies in the business, like the ones that are in the aisle at these stores they all went bonker on whirlpool. sherwin-williams, they all did well. three terrific home builders broke out to the upside. this is another group you need to buy in a sell off because the chinese devaluations has no ill pact on a domestic home builder. fitness wear is out of control. lately there's been doubters. doubters have been all over underarmor but there's nothing to doubt now as the stock is up more than a buck and a half. apple has been hurt by chinese weakness but the $200 sneakers nike makes i have been thinking about this. the chairman wouldn't be thrilled about letting 100 air jordans bloom but the stock has a life of its own plus sketchers is coming back and i spy a rally in lululemoned and then there's the retailers that stick up whenever the selling pressure ends because they lack competition. stocks like ulta salon. the beauty supply company with some of the best same store sales in all of retail. the obscure but not because of me because i love mine. tractor supply, tried and true rebounder and of