. >> there were 100 cable operators when i got involved as an owner in the industry, intermedia partnerse 5, 5 is about to become for. that is freely consolidated in a 18 million people. adam johnson is taking a look at the pickup and m&a. >> bankers had a very busy weekend, how do we participate? time for insight and action, just so we are on the same page, let's talk about the deals that have been announced or maybe announced over the next couple days. a manager, forest labs being bought by actavis. there might be another merger, perhaps charter will buy cox communications, people talking about whether that is a possibility, charter was not able to buy time warner, could not afford it. and ipo, king.com that makes candy crush, 93 million users a day. strike while the fire is hot, barry sternlicht lining up to ipo his company. how do we play this, how do we participate? real simple, there is a fund called the ipo fund, ticker is ipo. up 4.1% year to date. the merger fund, mna. both beating the s&p 500. i have a third one, this roundabout. just buy the broker-dealers, there is the broker