he spent a good many years of his career as a senior executive for vodafone. he spent about five years as i understand it in the united kingdom and in the netherlands involved in vodafone's extensive international activities. as a member of the executive -- he has been a member of the executive committee of the gsm association, which is the largest international wireless association, has spent some time since his retirement teaching at harvard, at the harvard business school, and he is about to undertake, i believe, teaching assignments at ucla at the business school there. he is a man of very considerable experience then in the international communications arena. i think it will prove to be something that's very, very valuable from our point of view. there will be a learning curve. we're embarking now in terms of helping -- >> my time's expired, but i'm worried about or concerned about whether the learning curve that we -- in the few months before december conference. i'll let somebody else ask ask that question. so at this time i recognize mr. markey. >> tha

i'm going to ask you on vodafone, what did you sell me and why am i happy?or our customers today, they have to delight their customers in a whole new way. you talked about facebook. facebook has changed everything. it's changed how we use software, but it also changes where our customers are. what salesforce.com lets you do is market to your customer in the most modern way. that's why hundreds of thousands of companies are use salesforce.com. our user interface is patterned after facebook. it's that social user interface, that focus on mobility, and we deliver it all in the cloud, there's no hardware or software to buy. social, mobile and cloud. this is the modern era of computing. if you're not organized around those three axes, you're not experiencing the growth we are. that's why you see tepid growth from oracle. customers aren't buying as they are on salesforce.com. >> oracle's got a user installed base, sap, we've had them on a number of times, they offer a lot of products and often are in conjunction with you. so you're not the enemy of these companies

and verizon wireless is, actually, a separate entity that is 55% owned by verizon, 45% owned by vodafone which is a international wireless company be. i believe it's the biggest wireless company in the world, but i may be wrong. and it doesn't operate in the u.s. except through verizon wireless. so our deal is but verizon wireless, not with the wire line company. and the deal is to sell spectrum to verizon wireless and also to let them sell our wire line services as an agent which means that we set the price and the products they could sell. it's not any different than best buy selling our services, which they do, by the way. and we in turn can sell the verizon wire line products. they assume a relationship with the verizon wireless line, i may have just confused that. but we can sell the verizon wireless products, that's what i meant to say. so i think it's interesting, we used to be part of time warner, a separate company now, time warner has many divisions. and nobody was ever uncomfortable with the fact that one division would have a relationship with a third party, another division

vodafone owns the other half. it's a business that has had multiple years of growth ahead of it and the up front cost of its subscriber base going from dumb phones to heavy subsidized smart phones. you'll see intense market expansion in 2013. you wish you had 100% of that, but you only get half. the rest of the company, whether we're talking about fios or land lines is now in shape to generate a ton of cash. that's one of the reasons cisco is hurting so bad. it's a win for verizon. at&t, all the wireless business and a company that's already paid the price for having to subsidize its smart phone migration. both companies have monster dividends. verizon yields five. let's put it all together. when we look at the most secure stocks to buy in 2012, secure, not the junior or senior growth, we want consistent growth, expanding gross margins, and most of all, no europe! thanks to the steady increase in mobile phone usage coupled with higher fees and bountiful dividends, these can both afford to pay and raise both verizo

if you want to get into craziness, go buy some vodafone.ike verizon because i like to sleep at night. >> buy, buy, buy! >> and it's a good thing to do. well, and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. >>> there's no doubt it's been a terrible month for most stocks. s&p down over 6% for the course of may. as i tell you every night, there's always a bull market somewhere. and right now it's in defensive companies with domestic security. meaning they do little or no business overseas. how do i know this? well, consider the best-performing stock in the s&p 500 over the last month. it's dean foods, df, the largest purveyor -- numerous other brands including the white wave opera, a lot of interesting products under that. in part thanks to the spectacular earnings beat and up nearly 9.3% since i recommended it monday of last week. okay, full disclosure, i did tell you to wait for a pullback, but the stock doesn't look back. the phenomenal performance of dean f

tomorrow as we move along, it's best buy, medtronic, ralph lauren, vodafon. pandora, my favorite radio service hasn't been much of a stock lately. thursday you have costco, tiffany and td bank. jeff kilburg, let's talk about how we play these stocks starting with tomorrow and best buy selling at a three-year low today. is it a nibble or not? >> i think it is, ty. we talk about best buy. it's been taken out to the wood shed, no doubt about it. but they hired spencer stewart. the ceo search. i think someone will come in and turn it around. >> maybe this is the time to get in there if you're brave enough. look at toll brothers next. >> toll brothers, i like it. 52-week high last week. but lowe's getting taken to the wood shed, it's a hold. i think you have to reconsider. >> what about tiffany? >> that's the bellwether. that's the premier global luxury brand. so in the event we see a recession kind of take place in europe, i think tiffany is still going to do well over there because it is the premier global brand. >> it will withstand. >> love diamonds. ladies lo

at the end of the day, we need these companies -- a company like vodafone is committed to reaching 500,000 small-scale farmers and provide a market pricing data on their mobile phones. that's the kind of task that no country government could really do without the private sector. our argument has been it's time to rethink what it takes to get the work done, to bring different partners together, to abide by transparency and results, and to get on with the business of ending hunger, which is a problem that is solvable. host: this story -- what's happening? guest:

at the end of the day we need these companies to -- like vodafone is committed to reach 500,000 small-scale farmers and provide marking pricing date on their mobile phones. that is the kind of task that no country government can really tube without the private sector. our argument has been at times would we think it takes to get the work done to bring partners together and to get on with the business of ending hunger, which is a solvable problem. >> host: vidrine direct foreign aid could -- american contractors risk losing business under u.s. plan to double the share of international aid awards and entrepreneurs and government. contractors receive 59% of usaid, $14.5 million in foreign assistance in the last fiscal year. >> this is a reference to a larger global reform we have put in place to change the way we work to get better results for american tax dollars and it turns out that if you look at the last decade usaid was asked to triple its spending and countries mostly in iraq and afghanistan. while also taking a 40% cut in its overall staffing level. that led to a widespread outsourcing