masco is actually a very poorly run company, huge debt and no top line revenue growth but a good one might be sherwin williams, shw, 80% of the revenues come from the u.s. remodeling and housing market. in the a lot of exposure overseas and what's cool about this company is they could earn like $7 next year and that's with a weak housing market. heaven forbid there's pickup in prices and activity it could be much higher. >> and most people paint no matter what, whether they rent or occupy. >> people tend to shy away from high price, but i think this one is worth a look. >> the most interesting thing is when b.k. goes into a new home he doesn't change the toilet seat which is odd to me, he goes straight to the cabinets. home depot, 20%. >> how would you know that? >> all right, move on. >> i'm just saying. >> i'm very sanitary. >> when you think about home depot this, stock is trading almost 18 times 2012 earnings and is up 80% from the august lows. i mean, the thing has gone parabolic. the trades in here, talking about a sustained trend in. a lot of ways when you look at stocks like