CHERYL: WE HAVE 2 1/2 MINUTES.

THIS IS IT UNTIL THE END OF THE

TRADING YEAR, 2018 END OF

TRADING YEAR.

BRIAN KELLEY.

WE'LL TALK ABOUT NEXT YEAR.

DO YOU THINK THE MARKETS CAN

COME BACK NEXT YEAR?

>> I THINK WE'RE VERY GOOD

POSITION.

LOOK AT 2018 DID FOR US.

22 TIMES EARNINGS.

S&P 500 OR THE DOW HAD A YEAR OF

OVER 30% EARNINGS GROWTH.

MARKETS ARE DOWN 7% OR SO ON A

PRICE POINT BASIS SETS UP 2019,

14 TIMES NUMBERS.

THAT IS ATTRACTIVE PLACE TO BE.

THERE ARE A LOT OF RISKS OUT

THERE, UNKNOWN WITH TRADE WARS

AND RATE INCREASES BUT WE STILL

THINK THERE IS VERY GOOD

ECONOMIC BACKDROP.

AT LONG AS PEOPLE ARE EMPLOYED.

THEY'RE SEEING WAGE GROWTH.

THEY'RE INVESTING.

THEY'RE SPENDING WE THINK THAT

SHOULD SHOW UP IN STOCKS GOING

FORWARD.

CHERYL: REALLY QUICK, I WANT TO

TALK ABOUT FINANCIALS WITH YOU

BEFORE WE GO.

FINANCIAL SECTOR, GOLDMAN SACHS,

WORST PERFORMER ON THE DOW IN

2018.

FINANCIAL SECTOR ONE OF THE

WORST PERFORMERS IN THE S&P.

SOMETIMES THAT IS THE BUYING

OPPORTUNITY WE'RE LOOKING FOR.

WHAT DO YOU SAY?

>> I WOULD SAY SO.

THAT IS TRUE.

YOU CAN BUY A BASKET OF

CITIGROUP, JPMORGAN,

BANK OF AMERICA, ALL BELOW,

BETWEEN SEVEN AND 10 TIMES

EARNINGS.

WE HAVEN'T SEEN THESE TYPE OF

VALUATIONS FOR QUITE SOME TIME.

RIGHT NOW THEY'RE STABLE.

WE WISH THERE WAS LOAN GROWTH

SHOWING UP.

UNTIL WE SEE ACTUAL ASSET

QUALITY DETERIORATION, WHICH

WE'VE SEEN NONE OF, WE THINK

THESE ARE NICE ENTRY POINTS FOR

LONG TERM INVESTORS.

CHERYL: REAL QUICK, ENERGY

SECTOR THAT WAS THE

WORST-PERFORMING SECTOR OF THE

S&P, WORST-PERFORMING SECTOR.

YOU LIKE ENERGY?

>> PARTICULARLY WITHIN ENERGY,

THERE ARE MORE UTILITIES.

THERE ARE NATURAL GAS UTILITIES

HAVE DONE VERY WELL OVER THE

LAST FEW YEARS.

BELIEVE IT OR NOT THEY'RE UP 53%

OVER THE LAST THREE YEARS,

DOUBLE THAT OF THE S&P 500.

THESE ARE COMPANIES THAT ARE

BENEFITING FROM THE GROWING

IMPORTANCE OF NATURAL GAS IN THE

UNITED STATES.

WE'RE AT RECORD LEVELS OF

PRODUCTION.

CHERYL: RIGHT.