danaher, price target of 90. and honeywell, price target of $130. well-capitalized companies.he thematic there is that operating margins over the nymex 12, 18, and 24 months will continue to gradually improve. giving us a big lift. >> a couple of industrial names there. interesting. jeff, want you? >> i can tell you what we don't like. and after a run like wae've jus had since the election, it's easier to find those. banks in particular have run too far, too fast. the regionals, in fact, have run, the s&p bank index is up over 40% at this point since the election. it's a little too far, too fast. and i also feel like it's being held up by, i think, well, let's just say, we'll see some tax recognition at the turn of the year. so we expect that to lag in the first quarter. you know, some of the pes in these plummmultiples are up 50%. >> so you don't like the regional banks, but is coca-cola a name you do like? >> what you have now is a consensus against consumer staples. they've been the bond surrogates, they've been -- they're called the anti-garp. there's no growth at unreason