We are turning the corner in home improvement retail this quarter, says Neuberger Berman's San Marco

Well, it's big week of earnings for the sector for retail as Wall Street awaits results from Target, Lowe's, Walmart, and TJX, just to name a few. But first, we're going to hear from Home Depot. That's tomorrow morning as that stock is on pace for its best month since November of last year.What can we expect from the sector and are there names that you should be adding to your portfolio. Joining us now on set is John San Marco from Newberger Berman. And it's great to have you here.Welcome. >> Great to be he ...