we'll begin with glaxosmithkline, gfk the ticker symbol, waysed in the u. k., makes the asthma drug advair and aquafresh toothpaste. what makes you like this in the mid 40s? >> what i like is the dividend yield. we're all chasing dividend yields right now, in a diversified pipeline, new drugs coming out. this is really a great company to own, and of course even though it's on the higher end of its 52-week on the chart, it still makes sense to buy european companies. >> tom: you still like value there. that's kind of a broad health care. nordisk, the danish company, focuses on diabetes care, and its share prices really droped off reasonly, trading just above 100 per share. >> this is about picking up a stock that has really been hit hard with european concerns. even though it's a danish company. what people don't know about novo nordifb is they invented the -- it's the worlds largest inlynn producer. and so it saw a 13% increase in operating profit, they're in the right area in terms of growth in medical therapy. >> tom: you've been known to go overseas look