and more broadly based in the consumer discretionary sector, one we like here is ftd. and what it is is it's a spinoff of united online. it hasn't done much in the past two months since it was spun off. but what you typically see in these spinoffs, the child stock tends to lag the market and overall in the first two months when it's spun off and people see it in their portfolio and sell it off. but over the long term, say after three months or so, they start to rally and outperform. >> what two names do you like in the financial sector? >> in the financial sector, we have to focus on the big banks. wells fargo and goldman sachs are two names that currently look attractive to us here. >> thank you very much for joining us today. >> thanks. >>> since we're talking about the taper, whatever happened to the taper, by the way? the taper effect is on. and one impact, and we've just been talking about it a little bit with our guests, is a stronger dollar. with wall street bullish on the buck for 2014, it could be a headwind for some of america's biggest multinationals. let's