first of all, i feel like an old "saturday night live" skit with john belushi, no, coke, coke, pepsi. i would say both of these companies are executing extremely well globally. they are both led by unusually dynamic and global ceos and for pepsi, coke. they have a diverse range and they have moved away from the pure sugar water syndrome that has bedeviled them in the past, into juices, into sports drinks, and i don't see a lot of daylight between them. i mean, there's close to a global duopoly within this suite of brands executing at a relatively high level, and while they have both had their stumbles, pepsi is trying to shift away from the core sugar drink and coke may have found out -- >> you hit the nail right on the head, and i think it's that strength, that sugar that is keeping people away. both stocks underperforming in the broader mash. now we're in a bull market and can see that with prices in the broader averages pushing out to fresh multi-year highs. a stock like coca-cola breaking down. that's not where you want to have your money going forward. in a strong tape you want t