he's steven dudosh, president and investment strategist at iht wealth management.s on a year ago and last time he was here he recommended wells fargo. it is down 4%. jpmorgan is up 1%. and cdw is up 21%. nice return there, steve. welcome. let's just clean up the path there. do you still like those three or what is your position on them? >> yeah, i still like those three. and you know what? if you average 7% between those three in the last year and outperform the market by about 9% i think most people would be pretty happy with those kind of returns. the financials that we have there, a lot of people thought rates would be a little higher by now. they haven't panned out. they will hopefully next week. and you'll start seeing financials go up. >> let's talk about energy for a moment because with oil around $35 a barrel many people may be thinking the last thing i want to own is an energy company. but you say think twice about that, buy one, a big one. >> i think they're completely oversold right now. listen, oil's at 30 whatever dollars a barrel. it is not staying th