are going to slow from 13% annulized over five years down to just under 10% for 2013 and 2014, but pepsco is selling at a 20% dip to the average historical valuation and paying a 3% dividend yield which is more than you can get on a 30 year t bond. >> paid for by dorito chips. you're moving into energy. why is that? >> investors have a lot of fears and this is one of the best hedges. like a conflict with iran, or the valid fears that the dollar could fall over the next couple of years. that's not out of the question. that would send oil prices higher. conoco phillips is a pure oil production and exploration after spinning off. and it's paying a 4.8% dividend yield. that's something you can take to the bank. >> last time we saw you, you had three etf picks the energy is flat, and the technology is a winner uf 11%. do you still have these. >> we hold all the stocks, i pensioned, the nasdaq is up 20%, i wouldn't be adding. the energy i would be adding to. >> tom: it's the friday market monitor with james stack. >> susie: coming up next week on "n.b.r.": as we mentioned, federal reserve from