on wednesday john in pennsylvania asked about hillshire brands, symbol hsh.he old meat segment of sara lee, a company we highlighted as one of our breakup plays in april. it hasn't performed very well since its debut, but ultimately this is a reinvestment year for hillshire as the company focuses on innovation to lead improvements in 2014 and 2015. go look at conagra's quarter yesterday. it's not going to be rewarded for targets until it starts putting up strong numbers. remember the drought? i would look for pockets of weakness as i think you will be rewarded longer term with dividend growth as well. it's not a name you're going to make fast money on the next quarter or two. you hold on. there is no reason to jump into this stock right now. let's start with a tweet. let's take our first tweet from from @kendog39. okay. he says hold or sell cto, which is centurylink. we profiled those, and vz, verizon. their pe is high, but the dividend is nice. thanks, jim, for all you do. this is really important. these companies have gigantic cash flow, but big depreciatio