joining us now from san francisco saira malik. billion in assets under management. good to have you here. >> well, thanks for having me. happy holidays. >> what are you thinking for 2014. what kind of gdp growth, what kind of interest rates for 2014? >> well, we expect the great revival in equities to continue in 2014. and this is because in years where you see strong rally in the stock market, that usually continues in the l following year. we expect this to be driven by corporate earnings growth. grow faster than the typical growth. >> we like the consumer we think the consumer is king. that's because there's a wealth effect for the consumer right now for the higher stock market, higher home prices and lower gas prices. we're looking for those companies which are leveraged to the consumer. >> i see your hasbro, home depot and general motors. >> yes, we really like hasbro right here, they have a great toy business tied to a lot of blockbuster movies coming out, including captain america, the avengers and star wars, which generate