barbara marcin. which picks do you like or not like? >> i like, barbara would probably say, she's still sitting here, and she can say, but this is about where you have growth and getting it at a reasonable price. these games are blowing into africa, for example, this is what i like. other guys in this space trading at premium multiples and it is still relatively cheap. >>> coming up next, why tim and karen are getting anti-social over facebook. a street fight is brewing over the social media stock's recent run. one stock, two opinions, one street fight. >>> and commodities king dennis gartman tells us what is next for the oil market following the death of hugo chavez. much more "fast" straight ahead. if you think running a restaurant is hard, try running four. fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from chase. (mus

whether or not they're buys at this stage of the bull market run and barbara marcin giving a best growth defensive plays have been big gainers with high valuations at this point. >> see you later on, guys. if you're just joining us this morning, here's what you missed. ♪ >>> welcome to hour three of "squawk on the street." here's what's happening so far. >> i still have this view that equities are the best place in the financial. >> a couple you love right now? >> yeah, well, we have 90 holdings in our portfolio. almost half the s&p 500 now yield more than bonds. >> right. >> and they're growing. >> adp saying the total private payroll will rise by 198,000. >> we have people who fear every single fed minute, every single person who comes on "squawk" connected to the fed, they -- every single data point they fear. they say this is the moment it's over. and the meantime they fear 10,000, 11,000, 12,000. a lot of people feel this is a tawdry, this is the worst possible stock in the environment and i'm saying someone who's trying to reach the people, it does work and you may hate the stock,