. >> tell us about anheuser-busch. looking at the stock it's trading today at the same price it was on january 2nd. so why do you like this? >> well, look. just the opposite of granger. this is a much more defensive company. they are the leading global brewing company with multiple great brands distributed both in emerging and developed economies. this is a classic steady eddy. if you have any worry about the economy both domestically or globally, you're not going to worry about the earnings here of this company. in fact people probably drink more when there's economic difficulty. and why now? because they've announced that they are going to return 65 to 70% of their earnings going forward in terms of dividends. that means large dividend increases over the next 3 to 5 years. and it's going to make it look a lot more attractive than the low-yielding fixed income in our opinion. >> a long time ago, a savvy investor friend of mine said the first place you look in any stock market is how the brewers are doing. if they're d