. >> i know that some people felt that jarden, listen, jarden is a dramatic deceleration in earnings here, and you're really lacking some very difficult comparisons. i thought that jarden was fine. >> we had terrific wealth in the appliance business. we had the continuing challenges in coleman, which lost some distribution. we're living with the rollover effect of that. we'll get that back on track with the benefit of a little more time. we're really pleased with the assets we acquired from jarden. we want to extend it across a broader set of categories. we've established a set of priorities for investment, and those include both jarden, legacy businesses and newell rubbermaid businesses. >> right from the top of the show tonight and for weeks now, because it's so difficult, is to find companies you like and buy shares in them, things you understand. why don't you just pick some and tell us what your strategy is so people know how important tangible ethics you' tangible things you've got right here. >> we've got the privilege of making life better with hundreds of consumer every day,