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Lets get right to it, because as the dows record run continues, there are a couple of names that may have come too far, too fast. So, which stocks could see a pullback . Dan is looking at health care specifically. Oddly, you know, the health care sector, biotech and big pharma stocks have been very volatile over the last year, especially when the results of the election were obviously pretty, you know, debated throughout the summer and throughout the fall. So, when i think about this and i just want to talk about a stock purchase like Johnson Johnson that had this massive oneday gap on novembe...

Catchup. But this is an area that can end up being a little bit of a political hot potato. Thats one of the things that makes it vulnerable. I think some of those concerns have basically been alleviated. Who knows but there is a lot of room to the downside in a lot of sectors. Its been a market of mean inversion. Big tech, horrible in october, november. Now big winners in january, february. We know energy, of course, the winner on last year, now the loser this year. Health care, which struggled, the only sector down, is having a great moment. Interesting about j j. If you look at its correlati...

Joint session of congress all the more interesting for investors who will be looking for more clarity. Jon, youre the one who suggested if we dont get that clarity, a correction could be in the cards. Yeah. If he stumbled and didnt give us basicalically what the marke wants we all know the market, us collectively, we can act like bad children and when that happens of course the markets generally react negatively. I dont think thats going to happen. I think hes going to hit repatriation hard. Ive got an example for you. You take a look at some of the activity in the derivatives contracts. The o...

Investors liking what they heard last week from that speech. Doc, ill go to you. You said the market rally was hanging on the speech. Some said it was light on details. But for this president at this moment, style over substance maybe was more important. The tone certainly was favorable to what investors wanted. Yeah, thats right, judge. The tone was terrific. The way he addressed things. It was exactly like the market wanted to hear. Now, when he builds a hotel i know this is a dumb analogy but you know me. When youre building a hotel does trump go out there and tell you the stress test of co...

Street. Bob pisani. A lot of fun today the company priced at 17 per share, it closed at 24. 48. I call that a successful opening. Now snap has a market cap, 34 billion. This is the same neighborhood as travellers, deere, General Mills and marriott. Why the healthy pop . The markets are trading near historic highs. Second investors have been starved for a high demand ipo for a long time. Third ipo returns have been strong. The average ipo is up 26 in the last year. And finally, the number of shares the company floated pretty small, just about 14 of the total shares outstanding. This was a great...