. >> and supervalu compared to kroger or whole foods. very cheap on the valuation and new c.e.o. looking to turn it around. sfl they are near the 12-month low. >> it may be cheap but i don't know if there is a lot of value. i'm not sure i believe the management and they have not proven themselves truly competitive. david: you guys are going in opposite directions. >> i say amerigroup and regardless of what happens -- david: just when the feds are about to take it over? >> we will have more of the services so while there are cost pressures there is opportunity. david: john, managed healthcare? >> minus 2.4% is in the exciting. i don't think they run the business very well. david: you are excited by bond? >> i do because this is inflation protected bonds outside the u.s. when the world dumps dollars and the inflation rate go up you get a premium and make a gain. >> when i see the black helicopters overhead i will say ok. but if you want to protect yourself fidelity and vanguard have cheaper mutual funds. >> these you tips and u.s. bonds, i want non-u.s. bonds. david: that is it for

. >> finally, a lower than expected quarterly profit on supervalu. mr.dle is no longer there or it's nodle. >> that's right. >> look at supervalu. versus u.s. steel. it's depressing. anyway, revenue just shy of expectations. supervalu continues to face pressure as the consumer struggles in this environment t is really big, they bought a grocery chain. >> albertsons. and they're going to be opening a bunch of new -- >> yeah, that says albertson's right there. you dog. >> i knew that anyway. >> you did? >> they're to be opening a limited assortment stores. >> i think our act got old last summer. >> it was ever new? >> no, but they're shortening us and we're sending it back now, i think. >> they start to hit a cattle prod on you, when you go off the reserve air, we're used to it. >> they do it to us a lot. up next, part two of our five-part social climbing series. jul jul julia looks at social climbing. >> and talking about growth and wireless in your pocket. plus highlights from steve sedgwick's bp ceo tony hayward. that's a big one, we'll have it all. wel