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Other markets continue their climb to the top setting new highs after new highs is now the time that -- just buy sell or hold.
INS doesn't say hey embrace the rally mark -- This president and after act when he is joining me now precipitous go with his was up.
Must own stops put first I just what your thoughts right now we're going into the close we got ten minutes new intraday highs for the Dow set today -- But you know you think he continues are we get a ride the wave.
I think it is and I know.
I'm not necessarily with consensus but again I think there's very few places that are better -- with -- fresh dollars.
I I think -- -- people in hiding in other places like commodities and treasury and they've been missing this rally.
I think this is the least participated all time high that I seen in twenty years on Wall Street and I do think the market is going higher.
OK see you think the market is going higher a couple of stocks I would bring to our viewers attention these are stocks that you recommend on the show before how is like today and is -- -- -- -- -- -- Picks have been doing but you like Redwood Trust.
That's stocks and she picked it up about six and a half percent -- BC's the take a depicted on March -- Do you still like Redwood Trust and do you still like gotten the kind of real cities -- -- -- -- pretty embedded in that area right now.
It is this stock I still like it is still a focus and game piece that we still like I think the real estate recovery is happening redwood Tut trust is is is a terrific company while -- Plays and higher and has a big exposure to California again -- markets that are getting better.
And it's as well run as any company recently reported earnings that were terrific.
That we like and it's -- this again real -- is an area that we like a lot of JP.
So best the rain and obviously have many people like the dividends that -- pay you also like in this kind of goes again into that -- as it being like a property services -- this is another one that you picked.
Property services company H -- Do you still like agent -- and then.
And I don't wanna be a broken record but it is one of the few consolidators and -- face along with that CBG and Jones Lang LaSalle but HF -- so property services company.
Not quite as big it's a small -- name but they recently reported a very good quarter.
And that's faces which -- very fragmented as they've been one of the consolidators and HF is gonna continue to perform as both residential commercial real state gets better.
They will be a prime beneficiary obviously they play in the commercial real estate market they also have a property services business.
They have they have brokerage businesses -- so they're firing on all engines and I see revenues as well as EPS that's been going up going forward.
OK I do and ask you about another venue like an egg again Willis is a big -- you might hear new what are your new -- -- rackspace Rackspace Hosting and this is a company.
That again has been playing off business to business communications and cloud thing like that why you kind of -- now bringing in rackspace and here.
Clients -- purple yes.
So it's a name we'd like to JP for some time it's it's been public for about.
Almost six years and it almost five years excuse me is stock took a little bit a hit after they reported a fourth quarter last year of the stocks down by about 25% since then.
They will -- accelerate growth in the back half of this year from our analyst -- while ravens it expects a better second half.
And while the stock has again had a tough first part of this year when the markets making new highs we see that getting better in the back -- for this year and it plays and all the things we like.
Like you said business to business cloud can -- Growing exactly -- its space again it's very very popular in this is a very very well run company that just -- a little pick up a little speed onto the end of last year.
Mark Lehman thanks for bringing back the winners nice to see those gains for our viewers JP securities president and director of equities.
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