so ecolab is the world's leading supplier of sanitation chemicals sold to hotels and restaurants forir cleaning needs. they dominate the world's market, twice as big as their nearest competitor and a scale business, so that's important. what's interesting about ecolab right now, they do get some sales from energy in markets, and that we see that business with a oil market stabilizing. we see that business troughing and we think the company is doing well for revenue and earnings as we enter 2017. >> let's move to pepsi. i was kind of surprised to see it on the list, but on the other hand, you say that, you know, it's a global brand, not just a domestic brand. and so it has revenue from a lot of didn't areas. >> yeah. pepsi is a great one for that volatility thing you were talking about at the opening here. very well-known company. deep competitive advantages from brand strength, channel strength throughout the world. very diversified business model. we like it for free cash flow attributes. its consistency, raised dividend for 43 consecutive years so a very steady story. in volatile t