and saic is the leader in that business and we think it's going to be a good growth vehicle into the future, and at current levels again it's yielding 4.5% and trading at something like a 13% precash in yield. >> tom: the val new looking for the dividend plays here. when you talk about long-term holders, are you talking about months or years? >> years. >> tom: years. >> we always try to frame everything into what we think sort of the biggest show on earth will be investment wise over the next decade or so. and for us, it's the fact that something like a billion people are going to be entering the consuming classes, in areas outside the developed world. but that means outside the developed world hundreds of millions of people will be entering the middle class. >> tom: have you positions in the stocks we mentioned? >> we absolutely do. and we believe in eating our own cooking. >> tom: marty leclerc, with barrack yard advisors. >> susie: tomorrow on "n.b.r." as we mentioned, the federal reserve issues its latest policy decision, and newest economic forecast, we'll have complete analysis

their headquarters to the washington suburbs in recent years, northrop grumman, hilton, volkswagen, saic is tim carney again. >> why are they doing that? because businesses are finding out that d.c., that the federal government controls their prosperity and their wealth much more than the rest of the economy does. >> reporter: congressman jerry connelly, represents fairfax county, probably greatest accumulation of wealth in any congressional district categorically that the washington region is parasitic region feeding off taxing from people in the hinterlands. here is congressman connelly. >> the relationship between the government and its need to procure technical services and goods is uniquely met in northern virginia which has spurred a very vibrant information technology, high technology sector. that the government benefits from many harnessing the power of the private sector throughout sourcing as a source of direct employment and direct investment created the modern economy in northern virginia. >> reporter: one thing could change the wealth of this region pretty dramatically, that

is quite entertaining today talking about this dreary repetition of so many businesses of basedly saiceructuring. increasingly focused on online whilst expanding in china. how does an investor sort through what they're hearing? >> you said it. that's the problem. staples are going to sell more stuff online and everyone's going to mobile, and it's great because that's where the customers are right now and that's where amazon has essentially set the trend. but this is a case of retail e reacting. five years from now, what will they be chasing next? the next big thing. you have companies like starbucks and amazon that are ahead of the curve. starbucks has been working on the different mobile initiatives that they've put out for a long time. >> isn't starbucks completely different? you've got to go in and buy your coffee. they have an inherent advantage in this kind of world. yes, they are embracing mobile and they're ahead of the curve, but you've got to have physical locations. the model supports that. >> i don't think that they're different in terms of they think like a tech company. now