names, david, but at walmart might also be about the prospect that $5 gas may not happen the way some worry about in the first quarter. >> that's what we're seeing for a lot of retailers. kramer talks about this in the context of retailers. when consumers get a break at the pump they spend more money or have the ability to spend more money, that's playing out with dollar stores or walmart or costco. >> nation's retailers out with their main numbers this morning, a bunch of results out. target did beat expectations of 4.4% jump in comps. costco did miss despite a jump, a negative impact on overseas sales. gap short of forecast, same-store sales up 2% versus estimate of 3.1. the names interestingly -- you know what's interesting is the remodeling theme kramer has been touting, sherman williams. pier one, sonoma, bed, beth, and beyond all turning in pretty solid results, some pentup demand for fixing up your house if you're not going to afford a new one or go on vacation. >> or rent a house, make it look as good as we can. we've seen that play out, being the year of the landlord. >> we don't hear from some of the biggest retailers on a monthly basis any longer, walmart being one