jon iadonisi, why don't you start. >> not in particular.e that i invest in. >> i do not invest in them and do not invest in the security sector myself. dennis: the guys who get rich in the cyber threat is the guy selling protection. what do you think of the stock picks? >> i think you and i have the same track record. i tend to put my energy and capital into private companies. i know that whether it is the government or large companies, either of them are very good at innovation. to be able to capture in a vision. dennis: let's go out to twitter. coty says: the greatest concern, mobile devices. step into a foreign place like a china airport. they have what you have. mobile is part of what has accelerated this threat. >> absolutely. it will continue to grow. we have stocks that secure your e-mail identity. what about the root cause, why are people doing this? dennis: the stock of video companies pop up. if we had some thought to think the stocks he just picked, with a pop? >> i think we are actually seeing them pop. out of the 30 names we co