Frankel: Fidelity National Information Services, ticker FIS. They just announced they're acquiring Worldpay, which gives them an instant No. 1 market share with payment processing. If you could buy an instant No. 1 market share in the up-and-coming payment-processing business that we're always raving about, that's a pretty good move in my book. If you're not familiar, Worldpay is the No. 1 market share in merchant payments, primarily focused on e-commerce. They process about 40 billion transactions per year -- not dollar amount, 40 billion individual transactions.