accenture has gained 13% and he by the way, is jason pride, director of investment stra glenn mead with29 billion under management. you still like these stocks. that's the definition of long-term invesr anyway isn't it? >> well you know this is an interestin environment. we've got the u.s. equity markets which are a lit overvalued. e of your guests has already commented on that earlier. and international markets, that's really where you take risk but in order to offset and really manage an overall portfolio, you pick up small caps because the valuation is better there and international e valuation is a lot better there, you need to derisk what you're doing in the large cap base. you can do that with quality dividend growth sort of focus and when you do that you pick up things that are primarily, you know the better valued opportuns are in the health ca space, even with the run that we've seen in abbott labs and you find little opportuns across the board with things lik accenture, global i.t. outsourcing firms which has great growth prospects but a nice stable venture. >> you're almost u