Lets begin with a check on stocks lets welcome in brian belski. Thank for having me ambitious call. How do we get there . This will be a transition that takes several months if not into the year you, well into 2022 the unprecedented price moves in 2020 are going to turn into, we think, unprecedented earnings move in 2021 we think financials, Consumer Discretionary will lead the way. Were maintaining our stance of being neutral on technology and Communication Services over the next three to five years theyre by far our favorite sector in terms of growth we think this is going to be a turn around in terms of Earnings Growth theres no doubt that the vaccine is helpful, no doubt stimulus will be helpful, but theres also no doubt we are going to have more stayathome orders in the United States and therefore the stayathome stocks will do very well the bull market continues, we continue to believe that march 23rd, we dcontinue to believe that march 23rd was the controlaltdelete were bullish with respect to 2021 and well see how this transition into more of an earnings driven market for 20222023 means on returns but double digit returns on a bull market are very normal and its all part of this transition into normalcy with regard to equities these will be backloaded gains, if you will we have to get across this bridge from here to the vaccine, see how quickly it takes hold, how people return to whatever sense of normalcy really exists, right . Because its going to take a while for all of this to fall into place, brian, before we can get that doubledigit gain its a great point, scott thanks for bringing that up. I dont think we add any kind of value to be making four to six weeks calls. People april justidjusting thei for year end 2020 i dont think brings value to anyone the Technology Stocks in particular, 40 of the market, Communication Services and tech and so you are going to get a push in these stocks higher and the momentum in there and thats going to drive the market higher remember, too, scott, were going to get a stimulus bill right after the new president is inaugurated and i bet there will be a piecemeal deal until then the market wants stimulus, will get stimulus but Price Performance i think will be a fits and starts type market this year im not talking about four to six weeks. Im looking even four to six months when. You have jpmorgan come out today and say they see negative q1 growth because of the virus, does that make you rethink in any way how you view the market . It just speaks to what im talking about with this sort of slow move to normal. Absolutely not. In fact, if youll remember, i was on your market turmoil show at 7 p. M. Eastern on march 23rd when the majority of the economists and world were saying we were going into the Great Depression and i told you stocks were going to be up 40 , what i wrote that day on a Research Report economic and macro data has been dead wrong for more than ten years and our macro mode eelling has been wrong as well the next ten years will be about bot mtoms bottomsup stock picking, a return to the 80s and 90s. Wow thats an interesting call steve weiss, do you want a crack at our raging bull i sure do have you made any kind of bets in terms of whether the democrats control the senate, they control all of washington or they dont . The world will look a lot different if pelosi is casting the deciding vote. Clear up how you see that playing out. Well, steve, im polish so ill go in reverse order if you look at our size and style comments in the report, were equal weight, growth and value, equal weight, there are no reserves with fundamental trends telling you to be in either one when you look at cash flows and earnings you have to maintain your position in stayathome stocks, which are 40 of the market. That fits into more of the broadening out of the fundamental perspective. We grappled as a group in terms of putting out this yearahead piece without knowing the blue wave we will adapt and improvise if we see a new wave. The makeup of your portfolio has to change if we have a blue wave were betting were not going to see that and we have position accordingly for the next 12 to 18 months. Shannon thanks so much for this you talked about fundamentals. For those of us who sit here and think about fundamentals for a daytoday basis, weve been definitely discouraged by the fact weve seen quantitative factors dominate portfolios over the last few years where are differences . I think you have to apply themes themes are lifestyle amazon is the behemoth in the sector but you talk about peloton and lululemon and t. J. Maxx is a theme with respect to adding things to our homes in terms of the home goods store they have. Home depot, starbucks in terms ofli lifestyle themes. Stayi staples is a fantastic theme were probably going to get an infrastructure bill and some capexfinally a finally you have to look from a bottomsup perspective and look at products and services and valuations on a stockbystock basis. Thats how u going to beat the market its most interesting your call to 4200 most people who are positive the market in general could see a route to get there on the other side of the virus, all the pentup demand thats going to be there i do want to question you, though, i mean you are going all in on the reopen with financials upgraded to overweight, industrials double upgraded to overweight and then technology downgraded i can see why you would say industrials are going to do great. Make the case for financials, though, and also tell me why im supposed to not believe in Technology Next year why is that not going to work . I find that hard to believe. Great point but i think its too simplistic, scott, because if you think about a sector, technology at 27 or 28 of the market, youre going to maintain your position. Thats a really big position and were going to do that if you take a look at our sector weights, were not wildly over or underweight if i was only a portfolio manager, i would be neutral every sector and just pick stocks but we have to make a call with respect to the industrial call, we were wrong to be underweight in august and september. That was the wrong call. We think from a cyclical perspective, you have cyclical high pes in cash flow and return on equity beginning to recover thats exactly when you want to buy a classic cyclical area. We do think well see a rapid rebound. With respect to financials, the worlds most hated sector for ten or 12 years, we think our institutional clients around the world are massively underweight. In the theme for financials, it has to be scale. Banks, Asset Managers, brokers the bank of americas of the world, morgan stanley, black rock, those are the groups to be in its great to get your opinion. Thanks very much. Brian belski, thank you very much youre going to get 15 more in 2021. A lot has to go right for that to fall into place i totally agree, scott. It is an extremely bullish call. He makes some very good points, though one of the questions from my perspective is what area of the finances specifically . At the end ehe did plug in its combination of a lot of things, Asset Managers or banks, and so for the. We often times put out too much in financials. What do we mean about that are we talking about banks, Asset Managers what area of financials are we talking about . They all can move differently. Ive been expanding my financial portfolio for a while now. Its gotten a little bit bigger and a little bit bigger. I continue to want to look for other names that i think have plenty of room to the up side. I think this is a bold call, no doubt about it i appreciate also sort of the stepping back and understanding the miss on the industrial side but coming back with this double upgrade, i thinks plenty of room for that area as well the industrials have plenty of space to climb to the upside and so the industrials and in my opinion technologies, that is s attainable fairly easily. What if we do have a negative quarter it start the year, even with the vaccine coming hopefully not too long after that, what does the market do in that environment in. Theres no doubt in my mind that we are not out of the woods by any stretch youve done a great job of outlining that week after week in terms of what we still have in front of us and the different hills we still need to climb but i think we can still have some volatility and Something Like that would create some of that volatility because i do think we could sell off. But then off of that selloff and as thanksgiving start to progress off of that, i think we could see sort of a pretty significant move to the up side off of that. But i dont disagree with jpmorgans call because i this i that i this i that is a possibility in the First Quarter. Jenny, i turn to you, somebody who takes a deep breath, sits back and aprssesse the situation in front of you. What do you see . Jpmorgan makes a really good point. When they say the First Quarter may be weak, they say but the economy will expand briskly into the second and third quarters. And thats really important, that brisk expansion in the second and third quarters. Scott, you keep say being we need a lot to go right and a lot of things need to fall into place but we all know that the market doesnt wait for that to happen the market moves ahead of that if we take what belski is saying, we know the market will expand briskly in q2 and 3, we have a pretty bullish setup ahead of us. Im thinking about the difference between sectors working and sectors leading. As we talk about technology and brian saying im going to neutral on that, it doesnt mean the technology is going to start to fail or doo po poorly, it jut may not lead i think its just going to march along. Other sectors hes upgraded like industrials, financials, those might start to lead and they have been leading since the beginning of september and more significantly this quarter i well like, weiss, we almost need to have a conversation about the two worlds its like the here and now and how were going to make it from here to january 20th, for starters, could have a very messy situation between now and then, how the markets going to deal with that vaccine starts to get rolled out. You have the, you know, a georgia runoff between now and then if the democrats win the senate and youre able to get through whatever you want to characterize this transitional period as, the market is going to be in a really interesting place to try and figure out what the policy is going to be. I could easily see a negative scenario build for stocks as belski said with the idea once again of this blue wave. Yeah, thats true and i dont think belski is making a very courageous call. The most courageous call on this show is pete wearing that vest id say what were going to look at Going Forward is a new indicator for the market that indicator is not going to be jobs, its not going to be stimulus package, its going to be how many people are taking the vaccine and when the vaccine gets rolled out. Those are the two numbers were going to see, production and uptake because thats whats going to drive it. So it is a perilous period now, although im very bullish on the market if we get the blue wave coming on january 5th and hope we get results that day, the 6th the latest on the Senate Results in georgia, youre right, that could dictate market direction the market will continue to look through covid in terms of escalating cases, the tragedy happening in every state because is the market going to be able to continue, steve, i apologize, to look through covid, as you said my god, we may do 200,000 case as day i cant even believe im saying that number. Doing 185 now. So you get this escalation in cases and if it becomes more clear that Consumer Behavior pulls back and jpmorgan is right and you do a negative print in the furst quarteirst quarter, wo start going back into recession, the markets going to be okay with that . No. Well, i think that the market, there will be periods of volatility, translate that to periods of selling off and that will be opportunities to get back in. I think youre on the cusp, with the vaccine again, of a synchronized Global Economic expansion we havent seen as opposed to the global synchronized selloff is the recession. So there will be some tough sledding were going to see the pictures more and more. But the memory of the investor is that, hey, if we sold in march, it was the wrong thing to do, look at the recovery we feel pretty foolish i dont think you test the lows. Could we go down 5 or 10 . Without question but you dont trigger your tax bill by selling companies that continue to be winners i think technology is going to win. Technology is not pcs and laptops. Technology is in everything we do from cars, you just name it, smart cities, smart homes. Im comfortable. I can sit through the volatility jenny, if youre looking a year out, say your horizon is a year and the way that you view the market and invest for your clients, why wouldnt you want to go all in so to speak on the belski plan of double upgrading industrials, adding there, finally thinking that financials across the spectrum are going to have a good run of it and go in there and other areas of the reopen and the cyclical trade . I think once youve set aside whatever cash, whatever safety net you need to make sure you can get through the next year no matter what happens, i think you do go all in on the belski plan or something close to like that. I think the sectors and companies hes referring to, they are not up 25 this year, theyre not up 12 theyre kind of in the dumps just, is willing back to one other thing, getting through the dark period where there are 200,000 case as day, it is different. And investor memory, Everybody Knows it was stupid to sell between march 18th and march 23rd and you would have been better off buying. I think that keeps a floor on whatever fear ekes its way in. I think the feared is going behihindsight is 2020. If we get it again really quickly, were going to learn. Its just not as scary weve learned how to continue to live in a much more robust way than we were doing in april when everything was shut down your point is well taken. You are buying a stock that is reflective of your point of view as well. Fortress transportation and infrastructure can you tell bus thus about tha . It has a nice yield. In is interesting the bulk of their business is in Aircraft Leasing and aircraft Engine Leasing its complicated and messy it has a really good yield you cant look at the earnings, you need to lock at the Funds Available for distribution, but its neat because can you look at it and say, whoa, their business was impacted negatively from covid but, you want to say was the negative impact by covid permanent or etpisodic . And in the case of Fortress Transportation and infrastructure, it was episodic. Going forward not only is that likely to return to normal but as the airlines are cash crunched, theyre much less likely to buy aircraft, theyre much more likely to lease. It the same as when you buy a car. You kick the big cash outflow down the road by leasing thats what theyre going to do. Not only did they survive this period and this was the ultimate test of the strength of that business but theyve got to set up for very positive revenues and cash flows ahead im ex about that and love the yield. Jen theres a very important point i got out of that call from bmo and that is were not looking for a value rotation weve talked about the need for breadth across the market over the last six months or so that it couldnt be this binary rotation out of communication and teleCommunication Services because its going to go back and forth. I think jenny really hit the nail on the head here, is that we are in a different environment. We have this bias with what happened in march and april. I would caution i see more opportunities in the continuation of the manufacturing rebound versus relying solely on the Consumer Spending rebound the difference between march and april and today is that in february we had these massive manufacturing supply chain dislocations and so we were extrapolating police officering meltdown for the next two to three years based on covid19. Were not seeing that. Were actually seeing reaction sell racial reacceleration this behavior response to covid will result in lower Consumer Spending but between the sentiment tail wind and monetary tail wind and manufacturing tail wind, were setting ourselves up for dislocation, a smaller correction but a rebound into next year. Pete, i want to talk to you about a Broad Spectrum of stocks, amd and iq, if you want to tell us across the board, scott, the one that stuck out the most for me this past week i have purchased was the xlf. These options did go out a little further in time this actually goes through the end of the year. Just some big paper coming in there, skrcott i like the flows im a believer it broke away from the 25 that it seemed to have had a magnitude, finally broke to the up side and now seems like we have a little more runway. Names like marathon, too, stand out. When im looking at the energy space, we are seeing so much option paper coming in there on a daily basis i would say we have four to five to six unusual activities that are hitting on a daily basis. I think there are specific nation that i think have a little bit more leverage than others that can move a little bit faster thats why im selecting some of those. Iqs, chinese names, i thought there was an opportunity there so i own some calls there. Just sort of playing across the board internationally and in the oil space weve watched a lot going on of late we started to see crews get back toward that 42 level again and seeing a nice participation across the way, not just chef ron but others as well weiss, you added to industrials last week. I did my exposure is so growth and technology oriented, i just wanted to get some exposure. I added lyb. I had freeport im comfortable with those holding us because i think theyll continue to trend up going in line with the economic expanse well see. It will be volatile near term but i like them. I added to some existing positions such as moderna. Every time the market gives you opportunity on fepfizer news, yu have to take advantage of it the stock went down to 88. And i added to jumia, which frankly that stock is up 50 since i mentioned i got back in on tuesday its sort of just another day at the office, scott. I think this company is going to tip to do extremely well vinsors are just becoming aware of it. Its the amazon of africa and theyll be profitable next year, an incredible feat i know weve been joking around about it but you were in this name and made a similar pitch and then you sold it and then you bought it back, right right yeah, thats correct as i said at the time, it was a speculative position and i hadnt been able id done all the work that i could do but i hadnt been able to talk to the company because they were in their quiet period preearnings. I finally was able to speak to the company. I sold it on the earning sprint because they were giving up sales for to keep the cost down i think thats a bad strategy when youre looking to build a moat around. Now its a core position it slightly bigger than a core position. So its a core position, a longerterm holding. Yes im trying to think about our viewers who heard you talk about it positively once, may have bought it but then you sold it and now you bought it back i wanted to give them a better idea of what your own horizon might be its just keeping an open mind this is a longterm position coming up, a bullish call on two gaming stocks that have both already surged triple digits and you can tch waand listen to us live on the go on the cnbc app. Back after this. Businesses today are looking to tomorrow. Adapting. Innovating. Setting the course. But new ways of working demand a new type of network. One thats more than just fast. You need flexibility to work from anywhere and manage from everywhere. Advanced technology. With serious security. And reliable coverage, nationwide. Forwardthinking enterprises deserve forwardthinking solutions. And thats what we deliver. So bounce forward, with comcast business. Hi, everybody. Im sue herera heres your cnbc news update carnival Princess Cruises is cancelling all cruises through the end of march Canadas Health minister warning new cases could soar from 5,000 per day to 60,000 daily by the end of the year if people increase their daily contacts. Prime minister trudeau is warning the latest spike in covid infections could overwhelm hospitals. Later today ontario is expected to announce new restrictions, including possible lockdowns in hot spots around toronto and in france, black friday sales are getting delayed until businesses shut by the current lockdown can reopen. The french government has gotten supermarket chains and ecommerce platforms, including amazon, to agree to move sales back to december 4th so smaller businesses can participate thats the new update. Scottie, back to you appreciate that very much have a good weekend, sue you, too. Piper sandler, initiating penn calls and draftkings. Ive owned penn calls for a long time. The interesting thing is that obviously this whole leverage theyve got from bar stool, i thought that was brilliant theyre going to continue to grow because of that, this call makes a lot of sense i just move this one more as a trade and i view draftkings as a stock that has a lot more potential up side. Just because of a lot of Different Reasons but primarily because they were there first in Sports Betting and theyre getting into igaming and just exploding upon what theyre doing with their database. I think for that reason, thats why i preferred draft kings at that point in time wow im coming to jenny, pete. She has a bone to pick with you about this play. She says, and im quoting from the note, you cant hide from the note i see low barriers to entry, ripe for competition and value i valuations are unrealistic jenny, make your case to pete. In addition, despite the fact that users grew, users profitability declined it was a really good quarter where baseball, basketball, football all had their finals at the same time. We wouldnt touch these with a tenfoot pole. Way too rich rich, too rich . You point out all these major sports think about all the sports getting cancelled at the same time and all the movement going on and all the disruption because of the virus and so forth. I think theres something to be said for that. I think this would have been a better quarter when we had the college and pro football season not getting interfered with all of rest of it. I understand what youre saying but i still think theyre early on and i think theyre going to be the winners coming up, the stocks that matter most to hedge funds steve weiss added to names we go to our wall, utility, comservices are in the green, somewhat muted day were ba rig aerhickhtft ts. This is decision tech. Find a stock based on your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. This was the theater i came to quite often. The support weve had over the last few months has been amazing. Its not just a work environment. Everyone here is family. If you are ready to open your heart and your home, check us out. We thought for sure that we were done. And this town said not today. Dont settle for silver 1 for diabetic dry skin 1 for psoriasis symptom relief and 1 for eczema symptom relief gold bond champion your skin gold bond music anncr give customers access to precisely what they want, when they need it the most. With adyen, the payments platform that delivers convenience for all. Adyen. Business. Not boundaries. Zbrrchl we welcome back rahel . More than 2. 4 trillion in equity positions at the start of the Fourth Quarter a few themes here. Funds remain tilted toward growth and away from value but began moderating those tilts ahead of the election and vaccine cat lusalysts industrials saw a large increase in the number of investors health care represented the largest net exposure for sectors at 21 taking from consumer d discretionary. Amazon, apple, facebook, alibaba, visa and mastercard, amazon the number one stock in terms of holdings for eight of the last night quarters and tesla was cropped from this lists long position its an interesting list. Weiss anything on this list surprise you im not surprised by much. Maybe baba but thats been a hedge fund fade for a while anyway nothing really surprised me i added to baba. I added to it on the first drop. The stock went down another 8 so i added meaningfully yesterday. I was waiting for a bottom in the stock, didnt catch the bottom but doesnt matter today. The stock was down 20 when it corrected, all because jack ma gave a speech sort of attacking the communist party. So xi said xi, not his wife, lets get this straight, im the boss here. I think you see the yield come back, maybe the next quarter and the fundamentals are phenomenal. I think its a great buy right here what do you make of health care, shannon, as the largest net exposure i found that interesting from rahels report i did find that somewhat interesting i think there is this idea there will be differentiation within the health care space. Health care has been the underloved sector because of the overhang of change in the acc a aca and its looking forward to expanding tail winds moving forward that health care can benefit from big move from merck and pfizer and abbvie, which have done quite well. Email us at askhalftime cnbc. Com back in two minutes. Lets do it. Lets answer your questions. A video one for jenny on walgreens from frank in pennsylvania im frank from mechanicsburg, pennsylvania im currently long wall green and im down i believe Jenny Harrington is long walgreens andon interest o interested on her opinion, considering dollar cost averaging. What should frank do . This is such a hard one on the one hand, you can look back to a year ago when kkr was on the cusp of buying wall free walgreens for a 70 billion valuation. Just a were ago people thought it was worth twice of what it was. On the other hand, we saw just this week we saw amazon step into the Online Pharmacy area. Thats not going to have a huge impact but it could impact a little bit more of the foot traffic, which woo uld deteriort more than the front of the store sales. What i do know is it is too cheap. I dont know what the right price it with 5 dividend yield, its a heck of a lot better than a bond and you probably have some up side jenny, thank you for that thanks for the question, frank gloria, skyworks, buy or sell for steve weiss. Its a buy. Sky works, if you go back a few years, 100 of their business went to smart phones, 50 of the business comes from apple, now peloton bikes, autonomous cass, skyworks chips and on the apple iphone, dollar content for skyworks has doubled and is tripling with the new, you know, accessories and the new functionality. You want to buy skyworks, significant discount to the market it shouldnt be there despite growing much faster than the market pete, one for you from knoxville, tennessee bp or chevron . You have exposure in both. Chevron stocks and you do have some exposure in the patch what about these yeah, i have some definite exposure in the energy space i will say this, i think the reason that i have the stock in terms of chevron is i think from a quality perspective, i think mr. Worth does an unbelievable job, you look at their balance sheet, its phenomenal are they struggling . Sure is oil dead yet . Not just yet the quality name that stand out is chevron i love bp, they do an awesome job. Theyve stepped it up, especially given what theyve had to deal with, especially with oil prices all over the place i think chevron is the name to own. Shannon, i have one from mike going into the Holiday Season, act vision or Electronic Arts . Mike, its a great question were entering into perhaps a super cycle for gaming, the Christmas Season santa loves to give video games for christmas we like ea over act vision there is that cash recurring cash flow aspect to it ac activision has call of duty. We prefer ea going into the Holiday Season a bonus one for you, weiss. It just came in. Its from joe in easthampton why are you laughing, pete its a serious question. Joe from easthampton, new york is lulu a must buy for the Christmas Season and our own Courtney Gibson just joined the board of lulu didnt you sell the stock . I did i did. And the reason petes laughing is you need a sense of humor to dress like that. I love it, theres a moat around the business courtney going on the board is only going to be positive for that country shes got great Capital Markets background and congratulate judgment on what makes a company work but, look, i equivocate in this. I think ill get another chance to pbuy it like you asked on the consumer earlier, i think the consumer is not necessarily tapped out but bored. How many more lulu pants do you need love the company, love the product, dont really love the stock price. Petes unusual activity is still ahead. Copper prices hitting twoyear highs. Well find out how the futures traders are playing that move next announcer got a question for the halftime Investment Committee . If you want to send us a video, c play it on air. Email us askhalftime cnbc. Com for over 30 years, lexus has been celebrating driveway moments. Heres to one more, the lexus december to remember sales event. Get 0 financing on all new 2020 and 2021 lexus models. Experience amazing at your lexus dealer. To help you build a flexible wealth plan. Youll have access to taxsmart investing strategies, and with brokerage accounts online trades are commission free. Personalized advice. Unmatched value. At fidelity, you can have both. Unmatched value. Before money, people tools, cattle, grain, even shells represented value. Then currency came along. They made it out of copper, gold, silver, wampum. Soon people decided to put all that value into a piece of paper, then proceeded to wave goodbye to value, printing unlimited amounts of money as they passed the buck to the future. Thats why its time for Digital Currency and your investment in the grayscale funds. Go digital. Go grayscale. Time for the futures outlook. Copper on pace for its Third Straight weekly gain joining us now jeff kilburg and Brian Stutland all right. Lets talk about the fundamentals first brian and then jeff will give a trade based on that yeah. I think when you look at the fundamentals, obviously the story has been the vaccine and the reflation trade back in the economy. All the metals, aluminum, copper and the likes, all racing higher here i think a couple of things are going on you look at chinese pmi data at its highest levels since 2018 look at u. S. Construction, up 1. 5 year over year so theres real demand for the metal. Thats pushing copper higher i would hike to see a trade above the 201718 highs before i start to buy it here and if you get that you can really be off to the races further its had a tremendous run. See what happens the next couple of weeks as we start to change over the presidency and lets see what the u. S. Tariffs look like but that could be a trigger for copper higher. Jeff, whats the trade . I think if you look at this chart, and weve certainly moved a lot higher, that has real jumped in the month of november. Kind of like Stephen Weiss and his lululemon pants, but what were seeing here it looks a little exhausted from. A relative strength it looks overbought you have to be a seller short term and looking for a slight consolidation back to 325 but the trajectory of this chart is going to continue to move higher as looking as we see the u. S. Dollar cooperate in the 92s. Cing omup, unusual activities, plus final trades. This is decision tech. Find a stock based on your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. Before we talk about taxsaudreys expecting. New . Twins wed be closer to the twins. Change in plans. At fidelity, a change in plans is always part of the plan. Lets get checked for those around us. Lets get checked for a full range of conditions. Introducing letsgetchecked a Health Testing you do at home. Lets get round the clock support from a team of nurses. Lets get fast, accurate results. Know your health. Know yourself. Order now at letsgetchecked dot com all right. Pete youre up. Unusual. What have you got . All right heres the first one ive got for you, snap. This is a name youve heard many times from us over the last couple of months, scott. As a matter of fact, this year snap is probably one of the most aggressively bought unusual options that weve seen. Weve had five times already this month what are they doing now . They are buying this week so they expire one week from today, the 27th of november they are buying those. They are buying the 43 strike calls for 1 now they bought about 5,900 of these calls. They have been buying and buying and buying they just keep rolling on up, scott. This stock back in the 20s is when they first started hitting with a lot of unusual option activity and it just continues on this is just the very latest one. Weve got square as our second one. These also expire next friday, so its going back to the theme of 2020 which is everything is very, very short term, but they are buying the november 27th expiring 200 strike calls in square, and they are pretty aggressive when you look at the numbers here youve got 7,500 of those, and they start it off at 2. 70 they moved up to 4 on these calls. Stock was trading about 1 lower than it is right now just took a quick look at it this is another one where i think in the next week we could see square make another powerful move to the upside this is another one of the names thats been hitting a little more frequently. Just hit on wednesday as a matter of fact, and here we are once again hitting more unusual option activity today. Two stocks that have had a really incredible year. Pete, thank you Pete Najarian with unusual activity Jenny Harrington, time for your final trade. At t. If you worried about missing out on the mark, you wont have miss had had out on this one. Still down 30 7. 5 yield and eight times earnings and a Real Good Company paying down debt. Somebody downgraded this thing i think to a sell. I dont remember who it was, but theres not been a lot of positive sentiment around them. Well see if it changes though, jenny, thank you. All right, shan martin marietta, this is construction aggregate Company Think infrastructure trade also think the population growth in texas as they have a big footprint in cement in texas, so this is a good cyclical buy here. Good stuff t. Thank you for that steve weiss . Jumia, they have a full slate in conferences this stock has a long, long way in front of it. Whats a name for me, pete . Im going to give you lululemon. I think its going to go a lot higher than my friend steve does. Good weekend, everybody the exchange is now. Thank you, scott welcome to the exchange, everybody. Im kelly evans. On this friday jpmorgan goes negative the firm now saying gdp will shrink in the First Quarter as positive vaccine news, is it enough to ease the restrictions . And the class of covid19. As more School Districts send students back home, it wont hut the economy right now, but could hamper future earnings for an entire generation are, and well explain. The pac12 i
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