sea gate and own a health care stock. maybe like a bris tom myers or hormel. own a food company. that would be a nice diverse case. ted >> caller: booyah from sunny palm beach, dr. cramer. >> i love palm beach. what's going on? >> caller: please tell me if i'm diversified, apple, baker hughes, cisco, intel, century link, ctl. >> okay. no. no. you got some real work to do here. century link, that's fine. that's a higher yielding slow growth teleco. baker hughes, not great oil services company so you have oil services and teleco. then you have these three. these are all in the same cohort, cisco, apple and intel. even though intel has had great yield, we'll sell intel and though cisco is down on its luck and seems cheap are we're going to sell cisco and keep apple. let's put honeywell in, that would be good to replace cisco and then maybe not all industrials, we'll go back and use the hormel example to replace intel and then i would feel -- but not yet. rich in california, please. >> caller: thanks very much for sharing your knowledge and that dirty adult linoleum floor with us. >> i hear you. what's up? >> caller: my f