. >> caller: kmp, wll, uri, susquehanna bank shares and intel. >> all right.ght by piper jaffray. good bank, united rentals, the equipment rental company, terrific, semiconductor company, whiting, that's a bakken name and, kinder morgan. we're going to keep kinder because we like the dividend, although it's been under a lot of pressure. and we're going to get rid of whiting, we'll talk about a portfolio that needs, indeed -- you thought i was going to say bristol-myers, i'm putting in cellgene. ♪ hallelujah let's go to howard in california. howard? >> caller: hello, mr. cramer! let me give you a big boo-yah from central california. i would like to know if i'm diversified. isys pharmaceutical, technology, tibco technologies, key corporation and facebook. >> all right. this is going to be very, very tough. key corp., the charitable trust likes it, facebook, same, undervalued on 2016 numbers. here's the problem, tibco, that's tech, i think this portfolio could use a honeywell, an industrial, and it could use a financial. and that's why -- oh, no, key corp., it co