debra borchardt is a markets analyst for thestreet.com. if you think activist shareholder, >> tom: but we haven't seen that yet. this has been one of the winners. >> they have 40 out of the top 50 and at a time when everybody is worried about europe and europe slowing down, their sales in europe continue to increase so they've seen no slowdown in europe. they said that they will increase their advertising over the next six months. so things look really well for them in 2012. >> tom: for many of these established companies it is the emerge markets where they are seeing significant growth, isn't it? >> well, that's what avon thought. avon thought they were going to get this winning area in brazil and they made a lot of mistakes in their brazilian market so that really hasn't panned out for them. it's not just overall. >> tom: finally ata salon, ulta, big winner. 72 and change. close to a 52-week high. opening more stores next year. are the ambitions already priced in? >> well, you know, that's the worry here when you see a stock hit a 52-wee

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