we welcome back richard steinberg, t chief market strategist at the colony group. before we get to your pick i want to pursue this. i have thought of you as a savvy value investor through years. it soundsike growth is your strategy for t20, is that case? >> i think we're looking at names that are going into next year. we're finng some mispriced growth names that we would call growth at a reasonable price. we're finding two names, one of the value names we think will turn into a growth. >> you haven't completely given up on value. let's look at these thr companies. booking holdings deal pricele. if there's ever a company that needs to split its stock, what do you like? >> they own kayak, open table. international issa 50% os. the consumer is sticking around. what we call alternative accommodations or holiday rentals. these businesses are really strong. it's well-managed over the last ten years ts company has ricin25 and we think the stock has a 28% upside to the 25$2.5 $25.70ish >> cvs, this is a company that wants to be on the vanguard of refiguring the healthcare