and we welcome back addison armstrong of tradition energy, a cnbc contributor.great to see you. so stocks went up even though oil went up so much this week. and i want to ask you from your standpoint can this continue? can oil keep going up and stocks going up together? >> well, the entire market is one thing. but from our point of view, larry, we go out and try to pick what's going to work in a deleveraging environment, what happens if inflation picks up, what happens if deflation occurs. we're not sure, but we have to assign higher probabilities to both. so you take a company like genuine parts. they sell consumables. that is, parts for cars. 250 million in the united states. a billion in the world. they are consuming energy. what happens when the price of energy at the pum subpoena $5? >> and? the answer is? >> i think you're going to still drive and you may have to eliminate some discretionary spending. you'll cut back on your car parts. but general parts is selling at $60 a share, $4 in earnings and they have a growth rate of 10%. they pay a 3% dividend. th