Evercore ISI's Greg Melich: Here's why Walmart and Home Depot are top names in our portfolio

Retail is dominating the earnings story this week with Home Depot, Lowe's, Walmart, and Target all reporting in the coming days. Joining us this morning is Evercore analyst Greg Melich, who has some thoughts on at least some of them today. Greg, good to see you.Thanks for joining us. Hey Carl, great to be here. Target's a really interesting debate.We had a uh downgrade on Friday to sell, but today you added to tactical outperform. Can you talk about why. Yeah, we we just think that uh it needs to be pretty ...