while we don't think the economy is necesg,arily slowit's still going to be good.hat rate of change is going to slow.go meaning we'reng to be getting better but at a slower rate. in that environment, coupled with higher interest rates, typically growth stocks you don't need to worry about who is president, trade wars, interest rates, what's going on in government. these are companies that are creating their own innovative slu elping customers make money and improve their own. >> you gave us three picks. i don't know if i'm going to pnounce this correctly but it's a play on the electric vehicle growth. alb, albomoro? >> we are on the brink of electric vehicles. electric vehicles, with the exception of tesla,re only 1% overall new car sales in the d. wo we think that 1% will go to 10 e to 12% in th five to seven years. electric car sales globally are inp 50% 2018. you're going to need a lot of lithium. right now there is this narrative on wall street that says lithium is oversupplied. we don't think that's the case. this is a special kind of material, not a commodity