i think we're seing that in novartis, and the company exhibiting solid double digit easternings growth. and valuation is cheap at 14 times earnings, and the stock has a 4 fnt 2% dividend yield. combine that with uncertainty and it's an attractive play. >> tom: give us 20 seconds on the british alcohol company, diageo, known for johnnie walker, smirnoff, and bailey's. they've done pretty well. >> you drink it, may make t. and in bad times or good, people are going to have alcohol. the business has been growing, and the emerging markets are a tremendous growth opportunity for diageo. i really like the stock here. >> tom: on the rocks or -- >> i like it on the rocks. >> tom: do you own any of these? >> unilever is owned is one of the portfolioings auto the street, and the others are wanted are not. >> it's the word on the street. >> susie: here's what we're watching for tomorrow: federal reserve chairman ben bernanke heads to capitol hill to give lawmakers his semi- annual update on the economy. on the earnings calendar, a.m.r., the parent of american airlines, delta air lines and yum bra