Having a blast on Three Stock Lunch, a cool segment on CNBC's Power Lunch where Tyler Mathisen and Kelly Evans let me loose on a few stocks.
This time I commented on the some of the cheapest stocks in the SP500. Disney, Darden, and DR Horton. Let's just say I have some strong opinions.
More than just my comments on these particular stocks, I'm talking about how to think about certain sectors and how to position size based on volatility.