are you going to give in return to weyerhaeuser? are you going to give in return to monsanto? are you going to give in return to the land that ultimately supplies you with life? >> when the time is ripe, societies can change with incredible rapidity. i think our big problem now is to find ways to ripen the time. >> where change will happen or has to happen and we have that capacity to change is at the local level. i think what we're going to see is the fostering of the local cultures, depending on where they are, depending on what social resources they have, human resources they have, and certainly depending on what ecological resources are left for them to use. >> what do you want to have replace this culture? i don't want one culture to replace this one. i want 10,000 different cultures to replace this one, each one springing up from its own landbase. what would that mean to incorporate, to bring in the land where you live into your day-to-day decisions? what would it be like to actually live where you live? >> i think anybody who would answer the question, "what alternative

weyerhaeuser. it boosted the stocks. that kicks off our top trade tonight. a little late to the game, beakers? >> i think they are late to the game. we saw a couple other analysts come out and upgrade the stock as well. but here's what they're talking about. they're saying international subscriber growth is going to explode. i think we've already known that. but they also talked about kids' content and programming. maybe making "orange is the new black" for kids. >> that wouldn't fly. >> you don't? that's called juvi. >> i can see the stock trying to make that 450 level and recessing the all-time heise. you pooh-pooh'd the question. i think goldman is completely late. >> very. >> it doesn't mean they're wrong. now you know it against the 450 level. that's one of your two options right here. >> this gets to me. we're in a place where the names are tote lal i indiscriminate about the name. this is a name with a lot of competition. >> you said that over and over again. >> orange is the new red or -- >> green is the new blue. you would have made that argument ov

weyerhaeuser is one that we own. it's actually our largest position at the firm right now.alue, even at today's market price. and it's obviously gone up as the market's risen over the last year, but we still think it's cheap as a discount to the net asset value of the company. >> i want to bring in the panel here. chris? >> david, are you looking at residenceat at all or just commercial? >> this is our way of playing residential. as you know, housing starts are starting to get back, like, not close to where they were historically. you know, at 1.5, 1.6 million. they're at 1 million. so, we're still way below what a historical long-term average, and we're not just picking a point in time, and weyerhaeuser's a great way to play that because they're a timber company. they just spun off their home-building division. so, we still like the company here, think it's trading at a pretty decent discount. >> what about financials? i'm thinking about kelly king of bb&t who we just spoke with, who's saying, look, a lot of this regulation is having the effect of maybe not only squeezing

. >> when we saw the timber industry go through this, weyerhaeuser, potlatch and those kinds of companiese one announced it, and right away, another one and another one and another one. do you think it's going to be pretty quickly that we hear about another company doing the same thing, or is the interest rate going to kind of step back and say, let's see how this progresses. >> we've seen this a couple times. the wireless tower companies have done it already and it took a couple years. data center companies, it took a couple years. our industry's going through a huge amount of consolidation right now, so companies like frontier is very busy, they're buying an asset from at&t, at&t's buying directv, and everyone i think wants to see what happens to windstream. they have to go through regulatory approvals at the state and federal level. how smooth does that process go? then what happens to the stock valuation when they are separately traded? >> we should note, kelly, you wrote this up for cnbc.com today. you took on this issue. what did you learn? >> i think the interesting point is that i