he's brian lazorishak, portfolio manager of chase investment counsel. hi, brian. nice to have you with us. >> hi, susie. nice to be here again. >> susie: so you're pretty much thinking still over the next year, year and a half, stocks will be on the up side. tell us why. >> well i think you can have some short-term volatility and certainly a lot of eyes on the fed and what happens next week. but we remain constructive on stocks over the next 12-18 months, and particularly, the ones in the portfolio of the chase midcap growth fund. >> susie: let's talk about some of them. you have four stocks to tell us about. at the top of your list oil states international, o.i.s., trading here at the big board. up for the day, flat for the year. why do you like it? >> yeah, oil states international is an interesting company. we screen all the companies we're considering for purchasing the fund for consistent growth, for earnings momentum, for relative price performance. oil states hit all of those metrics and then we wanted to dig in and learn a little bit more about the story,