here to break down results, david benoit, coauthor of "wall street journal" examination of activists. also with us is dan shaffer of schaefer capital management. and elle lexion. >> we looked for biggest companies to have activist, and we found sometimes they're helpful and sometimes great for companies. we've seen really good returns. sometimes not very clear, it is very mixed. you have to talk about it on a case-by-case basis. david: certainly this guy has done a lot for ge and dupont in the last couple days? >> nelson peltz is one of the more successful ones. nelson peltz is very good on getting on boards and talking about operations. that is the people that talk about that, activists willing to put forward plans like that are the best. david: dan, peltz is different kind of person. when we think of activist investors, carl icahn, bill ackman, bigger than life people, very strong, very often go against the will of the board itself. >> he is very gentle and very smart man. he is taking over, not taking over but getting into a company like ge has been a dead weight for years. david: