these are strong i think that merck's a buy here. merck has got a 3% yield people have overlooked that stock in the great rotation into the cyclicals. i think there are a lot of things that are is on the bad. >> right, but the corollary is that the good performers are too expensive to a large degree. >> i want the good performers to cool off a downgrade of illinois toolworks, cwhich i thought was unfortunate, it's got 8 to 10% growth they're worried about auto and construction of course, i'm worried that auto and construction are too hot but these are the stocks -- there's a parker hanafan upgrade i like i need to see the banks on fire. that's what i want i need leadership from jpmorgan wells fargo had a problem. i forget what it was was it stagecoach related? they opened some accounts -- >> there was some cross-selling going on