hank smith, let's look at the sectors and how they've done today.aking this was sort of a topsy-turvy day. utilities that lagged this year so far, but they were the leading sector this day. do you like the utilities? >> we like some of them. but not overweight in utilities, because there's not the growth we would like to see longer term. >> you want to go more out on the risk scale? you won't go with the safer utilities at this point? >> that is correct. more growth of income. >> energy, consumer discretionary, anybody in that category you like right now? technology? health care? >> well, sure. again, we like some of the energy names, exxon mobils, con ohco, phillips, chevron, home depot, mcdonald's, although i'm not sure that's a staple or discretionary. i think technically it's a discretionary. >> why do you think the franchise companies have done so well? >> i think they're really focused on the consumer, their customer. they're delivering what they want. and they're getting global exposure, particularly mcdonald's. >> we're going to take a momen

joining us now to discuss it more is hank smith, chief investment officer and with us is julia coronado want to start with you. the baltic dry index is one data point in many that we're looking at now. but if you read a little bit further into those numbers, it's really not a positive picture. do you see this improving anytime soon? >> well, look, in aggregate if you look at all the data it suggests we are in a slow growth economy, and we know that europe has tilted over into a recessionary environment so this shouldn't be too much of a surprise looking at the total picture and i think going forward that's where we're stuck. a below average slow growth environment as julia pointed out earlier in the show and it is unlikely in a political year that we get fiscal policy changes that's going to shift that. so we are dependant on monetary policy and we know that from ben bernanke who has indicated it will stay that way for at least two or three more years. >> yeah, actually that's a great point. i think it's important to remember that we are in a world of extraordinary monetary policy and t

hank azar yark the voice of moe, joined in the ceremony along with yeardley smith t is the longest runningmated series in television history. it will air its 500th episode on sunday. >> the faces behind the voices still going strong. >> greet see them. >>> something many women put on every single day lipstick. the latest testing on lipstick shows popular brands can contain traces of lead. >> liz crenshaw is here now with what this means for consumers, a lot of people talking about this today, liz. >> both got it on. >> both have our lipstick. you don't have your lipstick. >> not today. >> reports about leaded lipstick are not new and the food and drug administration still does not set limits for lead in cosmetic bus what the agency did this time around is taken a expanded look at lipsticks. the fda tested 400 lipsticks. it found traces of lead at an average of 1.1 part per million. close to an average recorded during the fda's previous testing in years past. the top five worst offenders on the list are mabel lean's color sensational pink petal, lore yale's color rich volcanic, nars semimat