joining us now is aaron levitt.m contribute -- contributor who has been looking at this. we see a big build-up in all the drilling and the fracking. so there has to be opportunity out there, right? but is there a better way a better path to follow? >> hi, guys. yeah, so, right now a lot of people have been looking at the master limited partnerships, those actual companies that own these pipelines but in order to really take advantage of the spending you're going to have to invest in the guys that are doing the heavy lifting, the physical contractors and construction companies that are building the lines. david: who specifically? where do we go? i know chicago bridge and iron company is one of them. what are your other bets? >> chicago bridge and iron is kind of a blue chip and warren buffett's favorite company but the other two, one is former halliburton spin-off, kbr, who is still getting massive contracts and loading up big deals. they just scored a big deal with shell recently for an lng plant. another one, small