this is her first time on the program so we welcome barbara miller where she manage s t coughman fundank you for being here. >> thank you for having me. >> youe lookingt the retail and consumer sector because you say there's been a lot ofsr tion there. your first pick is tjx companies. why do you like that? >> well, the has been disruption, but off-price retailer have continued to take mark are market share and it's been the are largest and if there is disruption in the retail channel, it creates different brands that the buy.nies can tjx should grow mid-to-high single digits and it's very cash rich and the company justd increae dividend to 18% recently. >> lululemon. of course, they're famous for won's athletic yoga pants and they're finding more growth with men now, aren't they? >> that's a very difficultfo thg the brand to do and is doing it. men's are now 20% of their business and it should grow faster than the whole. they're also growing in asia and in europe and their product development is terrific. consumers will pay up functional fashion and lululemon definitely has it. >> no