Barry Ritholtz, chief investment officer, Ritholtz Capital Partners

GENERAL ELECTRIC (NYSE:GE) we own it in our managed accounts, think they will continue to do well not only as a big-cap defensive but because they derive so much of their revenue from Asia and Europe and South America, weak US dollar make their products more competitively priced..plastics division may not be profitable or have long-term growth or upside as other divisions..GE has rigorous internal process of where they will deploy capital and allocate resources..

THE GAP (NYSE:GPS): we went into Banana Republic..they have become what Gap use to be, seems to have moved across broader spectrum..all the things that I used to think of Gap: jeans, striped shirts, cableknit sweaters, that has become Banana Republic..the Gap itself is in between..they just have not found right mix of products and price points..