pepper snapple, adobe, and l brands, and these were three of the stocks that helped me last year andng has really changed. in fact, they've held up better than the overall market since the start of the year when we've basically gone straight down. i think that's why this strategy works. the new names i have added, i can give you a book report on -- >> give me quick on orbital atk. what is it? >> it's involved in rockets, scott. we're talking about space. very, very important sector right now, and it has a defense business as well, so everything you're hearing about satellites and how private enterprise is now getting involved with space, orbital plays into that plus all the terror stuff. i love it for two reasons. stock is going higher. >> giver me exr. what is that? >> this is a really boring company with a really exciting stock price. it's extra space. this is a company that plays right into this idea that everyone is renting, nobody wants to be encumbered with a lot of stuff. this is a company that essentially is structured as a reit, so you've got a high dividend payout and you'v