the new ceo alex gorsky, has a huge portfolio of companies that he's able to now divest, spin off,etteusing those funds to either buy back shares, increase the dividend or reinvest in some of the faster growing companies under the j&j umbrella. same thing with occidental petroleum. you're basically looking at divestitures, things that you don't have to necessarily bet on momentum names. >> what about some of the companies, bill, so inquisitive, googles of the world, twitter's shares today are rebounding nicely, i should add. >> dealing with such a massive hangover of the ipo. i hate to call it a bubble. the speculative ipo market that's putting great deal of pressure on investors in that sector so there's a lot of money coming out of certain names and still playing the catchup game with the ipos. >> rick santelli, seem to have a conundrum today with yields on the ten-year at a one and a half month low and that would suggest a rush to a defensive play of some kind, but gold, which you would think is also a defensive play, is down at a two-month low, down $25 today. pars it out here. >>