as for what's moving this morning, jim, i mean, you know, p & g, kellogg, kraft heinz, pantry loading continued to be quite strong p & g numbers they haven't seen growth like that in a long time. >> they have everything except for grooming because people don't care, people aren't shaving as much, everything else is on fire weaker dollar will make things even better next quarter the one i want to emphasize is united parcel, ups, when you look at that, you say to yourself, okay, well, why hasn't that been the case for a long time business is so good, why aren't they making money? well, they have a ceo, carol tamay who retired, cfo of home depot, always thought as a genius, a quiet genius, look what they did. that's why that stock it up, not down, because one person can make a great deal of difference. carl, she's a leader, a quiet leader, one that will never promote herself so i have to promote her. look at that chart look at what she's done. >> i mean, it's amazing what she's done over there. jim. the thesis on ups was that business to business was going to suffer but maybe the analyst