off-price apparel, so that's tgx and when i try to gauge traffic the one that jumps out tends to be tj max. there's continued strength in that area. and then we have costco, the drugstores have been doing pretty well, but that's not the front end. that's the pharmaceutical side of the business. and home improvement has been doing pretty well with home depot. those are your bright spots. on the weaker end, as we all know, the name brands have been weak, american eagle. >> my wife just can't get enough of home goods. she's in there at least once a week. heavy something that speaks to her. can you take me through the two big ones, target and walmart, whether you cover them or not, where do they fit in today's retail environment? >> sure, and i do cover both of those stocks. so walmart had four quarters of negative same store sales in 2013. and i'm looking for flattish comps in the current quarter. so not looking for much of a change there. the big issue for them has been store traffic, which has been down at their core business, which is the walmart supercenter business. target has had a diff