cooking less at home, that's going to benefit sysco. >> all are leveraged to the consumer.s that a consequence or generally what happens in this period. >> you don't want to be a pig with yield. you want to look at stocks that consistently raise it but have other factors working. these are just three names that have a lot of exposure to the u.s. consumer. some more so than others but all have more than half the revenues coming in the u.s. >> thanks. >> which one would you pick? >> sis coe. of all three of those. you have to go through life eating but we talked about lower gas prices and companies like applebee's doing well because of lower gas prices. for me that's the pick of them all. >> coming up next from icon to akron, activist has been a winning strategy. the top plays from 2015 from the only bond with pure activism exposure after the break. are ready? intmenh [girl] can it tell the doctor how long i have to wear this thing? [man] can it tell the flight attendant to please not wake me this time? the answer is yes, it can. so, the question your customers are really ask

. >> how about intel, how about sysco? i saw western digital coming off highs and it was down today. i'm can karewith karen, though. i like these financials. these financials could potentially surprise a lot of people. >> let's talk oil here. 56 dollars a barrel today. trying to buy oil is like trying to catch a falling chain saw, not just a knife at this point. what's the downside risk to your lowered target? >> we're not really attached to anything. what we saw last time we were this low is the thing that sold the market was a 4 million barium cut by owe pepeck. we really don't know how long it's going to take for the market to fundamentally balance, other than it should be okay by the end of the year. crude demand is set to fall here and should be pretty ugly for prices for several months. >> and you think there could be bankruptcies. what kind of consolidations should we expect to see? >> we changed our methodology on how we name our long-term oil price. when we need the oil, u.s. unconventional will start growing agai

their primary customers are restaurants, and that should help sysco and sipsysco should benefit from lower gas prices lower distribution costs. they're getting over the hump on i.t. spending man. >> i like republic services here as well. that's an interesting play. a phoenix-based company, too, yeah? >> phoenix, yeah. that sounds real nice when you're in kansas city here and it's cold. yeah it's a trash company. they pick up the trash, and, again, fits our process really well of high quality companies, high return on capital, low volatility, and so we think as the economy improves and commercial construction picks up, that their volume should improve and then pricing power should follow. so that should help them get their margins to normalize as well. but if our thesis doesn't play out, this is the type of a company that doesn't have a lot of downside. >> well i love people will often say trash is a great economic indicator. we hope you're right about this investment, about the economy, and we wish you luck next week as well. >> thanks kelly. >> thanks for being here. >> heading to t