>> absolutely. >> karen, you like consumer staples, and there is a fund you can invest in like this, the s&p global consumer staples index fund. what do you like about this? >> i like the fact that the biggest positions in that index are proctor & gamble, nestle, and those types of names that are multinational u.s. companies that will continue to grow with these predictable products and some dividends. >> these staples continue to be purchased by americans regardless of the economy. but these people are -- these companies are taking advantage of growth in other countries? >> exactly. so the existing customers want to have their repeat product detergents and the like, where as they're introducing these terrific products across the world. they're benefitting from that growth. >> let's talk about two other areas, jim. i just want to know what you think about energy. >> energy based on geopolitics