mark: let's talk about how your managing things at eaton vance. we saw in the fourth quarter of 2014. >> it gave us a lot of room to maneuver. we have 20% in cash going into the fourth quarter. with the increased volatility what we saw with the treasury action in october and particularly lower oil prices presented an opportunity to look for opportunities in the corporate sector and also with that strong dollar, opportunities away from the u.s.. mark: your global positioning includes places like brazil. >> interesting in the fourth quarter. brazil is sensitive to energy prices and they have had an election. not only did you have that double whammy of what is going on with the sovereign itself and how fiscally prudent will they be but you also had concerns about corruption and low energy prices. a difficult, uncertain environment but one where there was real opportunity. mark: when i was doing my research i was looking at some notes. you believe it is time to go against the flow that clients should take a look at nontraditional fixed income. why now

our first stock is eaton vance. 17% below the current price.they're worried about a lot of things. >> yeah. especially in a space getting so crowded with new people into this market to sell etfs. >>> coming up next credit suisse upgrades. the catalyst includes a resolution of an indonesian contract dispute. and a new ceo, the analyst likes the actions he's taken. doesn't hurt that gold in today's session is above 1,200 bucks an ounce. >> and i'll tell you, if you own newmont mining, watch indonesia. it's a massive story for newmont mining stock. stock three, a name we talked about earlier, disney guggenheim partners upgrading them to a buy. core operating results will continue to beat estimates and upcoming movies like "star wars," will drive profits at the parks. goldman sachs downgraded six flags but upgraded seaworld. did you catch that? >> yes. hitting a new high. it's not just the box office for star wars but all the merchandise that people are going to want to buy for their kids off the back of these movies. stock number four, texas instr