. >> unilever's dominated the global place. i would own unilever here. in fact, we've owned it for the last six months, more or less. but i think this is absolutely a hold, okay? this is the game -- >> and you are a hold, as well? >> very strong -- >> just to keep it with the technical. i keep a really tight stop on this. $81. very close to last sale, i become a seller, so, i hate to be so flukey on that. >> we've seen this just recently with jcpenney, bringing back old ceos. what does this say about succession planning? >> fair point. >> i think this is bizarre that's going on there. michael dell hasn't been terribly successful. howard schultz has done a great job. steve jobs. but it doesn't always work that -- >> this guy's not a founder of proctor & gamble because it's 100 years old. jobs, dell, schultz, there was something bigger at stake. >> well, dell failed. i mean -- >> but i -- >> but we had a history of coming up with great products. they were market-leading products. >> sure. >> hopefully that's the case for them. >> let's get onto more delici

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where you're seeing activity is with companies like amazon or companies like p & g, kellogg's, unileverding new distribution facilities, capitalizing on new rail systems, you know, intermottal intermottintermotta intermottal -- enter modal facilities. if you build the facility nearby, it cuts theship costs. >> and of course because we have a sophisticated viewership, and people with portfolios across the world, you have properties in the uk, also in germany. where do you seize in the word the best opportunities to acquire more properties? >> still in the u.s. >> if you say australia, you'll never be on the show again. >> i'm not fishing, by the way. >> we actually have a big australian partner in europe, the goodman group. >> yes. >> we see a lot of opportunity in germany and in the uk, but our primary focus is on the u.s. we see great opportunity in the u.s., but right now there's good opportunities. >> you also used to run merrill lynch's real estate business forever. so quickly where would you invest personally or privately or through chamber street properties in the u.s.? what kinds

i think they're a better play here than unilever to take care of that e.m. consumer, et cetera.hink you have to look at valuations, people. an expensive stock is ultimately a good barometer. if you're buying a great company like procter & gamble 14 times, who cares what the market's doing? it's not. it's 18 1/2. >> next trade, it is the most horrible part of the market, the gold miners sinking about 40% so far this year alone. frank holmes is ceo and cio of u.s. global investors and he believes sometimes you need to go where there's the most pain to get the biggest gain. frank, you're experiencing a lot of pain right now. your fund is also experiencing a lot of pain right now. so what do you see here that others aren't? >> well, i think that you take a look at gold stocks on a mathematical basis. what they call the death cross. when the 50-day goes below the 200 day. we like to go back the past ten years for gold stocks it's happened ten times. on average it takes about 90 days before you get a turn. and they fall 16%. this has even been more severe and has fallen with what we l

unilever, the countries all over the world, many of them are in the corner shaking up retaining it's going to go away. but having lived through the very early stages of the internet, it's not that different. >> if you're just joinin joinins were tired but assuring a convict lisa gansky, author of "the mesh: why the future of business is sharing." andy ruben is cofounder of yerdle and former vp at wal-mart. and bill parish is founder and president of solar mosaic. i'm greg dalton the is this going to help with the carbon equation. we talked about less stuff, less extracting. is this going to help us, you can talk about ways but particularly carbon pollution that is disrupting the global climate, disrupting a lot of models are broken here at our energy model is broken. out at the economic -- our economic model is constrained. andy ruben? >> when we think of toxins and waste and energy, it's like products, if the element sitting all around is that we don't talk a lot about, there's a tremendous amount of embedded energy in household products on average for every one pound of product the