. >> constellation brands, stz, is bar none risk adjusted one of the best performing equities there isgo is double the performance of apple, mcdonald's, boeing if you had to pick one sin, also it's not bad stuff they sell, this is the one to do. >> the population is always growing. but in addition to that, we've seen consumption of a lot of these things also grow that's a secular tailwind. take a look, there's hardly any industry as stable as these are through good times and bad >> cigarette stocks, again, three months ago you had the fda hammering these companies, altria, i've been long it for a long time, went from 72 to 60. >> that's domestic >> that's their domestic arm in fact, again, they get a major benefit from this tax deal that stock crawled back, that is a great dividend yield these guys, they're some of the smartest players in the world. they've survived through essentially what's probably a great thing, the tobacco industry has been taken apart. these guys have not. >> do you worry about these stocks being dividend paying stocks in a rising interest rate environment? >> no