let's bring in paul hickey, the co-founder of the spoke investment group. there's two stocks that outperformed the s&p 500 100% of the time in the time you study this two-week period. which stocks were they? >> if you're worried about a 60-point basis sell-off in this market, you shouldn't be in this market. as part of our approach, we look at a variety of things. one of them is seasonal factors. we update clients on which stocks do the best. you don't want to invest based solely on seasonalities, of course. but it's one-prong of a multiprong approach. we have a list of stocks that have been positive. 80%, 90%, 100% of the time. some of the stocks we discussed were dollar tree, netflix, tenet health care, perrigo. they've outperformed the s&p 500 consistently. these overreactions to fed statements that we see on the upside or the down side, since zirc was enacted, have reversed themselves the following week. >> gamestop is on your list, as well. we talked about it last night, tim and i did. and it had this monster sell-off. and we thought the risk/reward fo

paul hickey says if you own apple you should be happy that buy ratings are down because it leaves room for potential upgrades if the company launches new products and services that excite consumers. apple bulls still think apple is a company capable of creating revolutionary products. back to you. >> josh, thanks very much. how should investors position themselves on apple? our next guests have battled it out and they are back for more. lou says it's a buy. bert is a bear. >> i like apple, it's a wonderful company, but i don't like the stock. >> because? >> well, they're losing market share. android phones in 2012 had about 69% of the market, and last year they had 79% of the market. so apple is on the what i to maybe having 10% of the smartphone market, diminishing market share is for me always a sell signal. they have diminishing profit margin. their sales, their revenues are really not increasing. all the apple groupies don't realize that. they love the product and i like the product, too, although i don't have anything except the ipad, but it's a challenge for the company. everybod