kimberly, i start with you, google, gilead and disney. why did you pick those and which is your favorite? >> well, you know we're broad-based investors and have everything in the portfolio, melissa. google is one of my personal favorites too for a long time. i bought it in 2009, in march, so back down there for my son's roth ira and off the highs today. goldman sachs just upgraded them. they're going to split the operations into google proper, making more efficiencies in operations and transparency, ultimately higher, i believe. melissa: jim, you have two of my favorites, disney, exxon and jetblue. disney is so beaten down and paid what turned out to be a bargain for the "star wars" franchise, that is absolutely exploding the revenue there. and exxono beaten down, they're never going to go away. i love your choices. >> when asked, too beaten down