As we all know, the automotive sector is on the road to recovery. ford, gm, chrysler all showing growth tendencies here and there. a numb of the suppliers on the industry are going along for the ride as well. siri sirius/xm is one of them. cnbc's brian shactman is tuning in to sirius's growth strategy right now. good one, bill. when you look at it year over year, the stock is up about 115%. and in just the last month, it's up 24%. and don't let the share price fool you. this company generates a lot of cash and has a $9 billion market cap. a lot of these gains have to do with the bounceback in the -- sirius satellite radios are involved in 60% of the cars in u.s. if you look at the sales pace for autos, it's about 2 million more than last year. that's a lot more cars and a lot more satellite customers forking over 13 bucks every month. take april for example, all three major american automakers showed double-digit car gains. sirius added 118% jump on a year-over-year basis. could be better in the current quarter. i spoke with jim goss. he says there are other bullish signals beyond the auto recovery. he told me sirius has done most of its capex. cash flow should get better leading to stock buybacks and further support the stock. if you don't like this play but you like the auto recovery, check out peb boys, autozone, ol o'reil o'reilly. my favorite factoid this morning, i heard the sale of wrenches is up 7% year over year right now. the wrench indicator -- not as sexy as the skirt indicator. we'll take a break and then we'll discuss which other