he is damon barglow at rockland trust management group. welcome, damon.ice to have you here. >> hello. thanks for having me. >> we'll get to your first pick, exxonmob exxonmobil. it's probably pretty obvious, one of the reasons why you like it, but tell us more. >> yeah, i mean, clearly, the fact that tillerson's going to be secretary of state and exxon has a friend on capitol hill, that can only help them, right? but mainly, the reason why we like them is energy stocks have come up quite a bit off of their 2015 lows, but we think there's still room to run, particularly when opec is talking about production cuts. and then the incoming administration is talking about deregulation that could benefit production and exploration. >> another of your picks, home depot. it rises and falls along with the fortunes of the housing market. i guess you're betting on a better housing market down the road, huh? >> yeah, well, actually, the housing market is pretty good right now. we've had, you know, pretty good increases in home equity value over time, but home depot is