. >> all right, teleco, teleco, we're going to iks. spc spchl. >> hallelujah!don't we go to kurt in. >>. in my boggs prele. from sfwhchlt eatsies nichlt i i have i versified. >> okay. we think the world of howard schultz and the team who took on a position like this. westport exorganization boy, technology. play cry pluck gay for good maps. easy play and energy play. down delayed i think usually for. a restaurant, let call it that. a disji play. . and now we need to go to donna in texas. done a! >> caller: good been u snumt of of mulk ulgd nasz grol, oofr you governor ksz kolt. >> >> caller: good evening. western union? >> western union we're going to transfer. it's been going up, it's a bank. aig, they're very different. kkr is a private equity company. we're going to get rid of bank of america, we'll can keep kkr, you're leaving western union entirely and let's add apple, too, because you don't have enough technology. that, ladies and gentlemen, is the conclusion of diversify! back after the break. >> it's a brutal full-contact sport. >> from the time the whi

lower sectors today, teleco and energy dragging us down. take a look at s&p 500 top five laggers, impossible to ignore some retail names on that list. we saw some strong sales out of black friday but caution in the marketplace as analysts are saying, you need to see that strong sales trend continue throughout the rest of the season. not just on one or two days. it was nordstrom and macy's we were watching. coach was on the list for a better part of the day. cabot oil and gas selling off with the broader energy complex. meantime on the flipside we did have our s&p 500 top gainers. of course a lot of those names included names traded here at the nasdaq. ebay was one of the big gainers, gaining on hopes today that it will catch up with amazon on cyber monday. of course, those numbers will be tallied up within the coming days. best buy was also seeing strength on that as well. last but not least, first solar knocked apple out of one of those spots there, out of the last spot. of course, apple was a stock that was contributing to the positive mo

you know, the reason i like it is unlike utilities and teleco,s it's not as expensive. it's got foreign exposure. one thing this year has reminded all of us is that no country is without its problems. so i feel like at the beginning of the year, everyone was worried about europe. middle of the year, it was china. now all of the sudden the u.s. is showing up as not necessarily the safe haven everybody thought it was. so maybe the name of the game at this point is to diversify your country exposure and consumer staples is a good place to be in that type of environment. >> in terms of your target for next year, 2013, it seems to difficult to think about what next year will look like given we don't know what sort of bargain will be reached. hopefully there will be one eventually. your target is 1600, which would imply the 13% up side. is there anything that could happen out of the fiscal cliff negotiations that could cause you to ratchet down that expectation? >> sure. so here's the worst case scenario. we go over the cliff for an extended period of time and that a basicall