you say you like reynolds and ultria. tell us why. >> yeah. for my money, i'd like to avoid headline risk. and within my coverage universe the third u.s. tobacco stock is lorilard. hand down the best earnings growth story in the universe but subject to a fair amount of menthol risk and particular relative to the overhang you saw. on all the stocks today, i would mention there was menthol news out of the fda. pending regulation is something top of mind for tobacco investors. the move in the stock i wouldn't fully attribute to the cvs news. >> we've mentioned the last few years how dividend payers were darlings on wall street. a lot of people buy these because of the dividend. are the dividends in your view secure for the tobacco companies? >> yes, they absolutely are. these earnings models move very slowly. drivers and top line algorithm don't change that much year to year which makes it very easy for these companies to manage their cash flow. >> you were saying, vivian, these tobacco companies still have a lot of markets, they have other ways