think about johnny walker. don't want to spend much? you can always buy johnnie walker red.ly intersection between diageo and sherwin-williams because it goes down like paint thinner. [ rim shot ] >> 67-year-old man running on set. or pay more for johnny walker black which my staff didn't get bother to get because they switched right to gold. black is my drink of choice. when i'm not sipping cheap scotch on my dirty linoleum floor or you can pay for the nose for johnnie walker blue, which is overprice versus my favorite lagavulin. they are getting off the linoleum floor. it has the highest yield and most sustainable growth. it's the cheapest. 10% long-material growth rate. much lower valuation than beam or ground foreman. substantially smaller dividends and growth rates slightly higher. the street is backing away. bottom line. sherwin-williams and diageo, made for each other. they have been anointed. these names have had terrific runs so far this year. i bet they keep going right into the first quarter. they are exactly the kinds of stocks money managers will accumulate in o

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sherwin williams is hot, johnnie walker red. >> so you can drink it and put it on your walls. >> youould be blind for three days. >> we're buying you the blue for the weekend. >> smooth, but i prefer the single -- >> end where we started. quickly, something we talked a lot about here is the lack of ability to actually borrow when it comes to buying a home. and jamie dimon talking about that moments ago on jpmorgan's conference call saying mortgage standings are high, we need a stronger economy to loosen credit. and he also said the basel capital requirements are a huge incentive not to lend to anybody who has less than a 680 credit score. >> i think that's right. the national association of realtors putting out that -- the way a lot of deals get killed, if you're in the real estate market, what you're trying to buy doesn't appraise. what you're trying to buy for more than the last comp. -- obviously the last comp. housing wasn't doing as well so you're struck with previous figures. this is now -- we were buying houses 120% of loan to value, and all the people who did that are gone. s