joining us is brian pirri, of the hennessey cornerstone mid cap fund.come back. >> hi, thanks for having me. >> of overall, you say there are select opportunities, but n remains the word of the day. why caution? >> well, i think that we've got a market that's pretty well fairly valued. so i think a lot of the large cap stocks have had some really great price appreciation, and really have done so on the heels of really small top line revenue growth. i think that there's st some opportunities, but you have to be really selective. i it particularly like the mid cap and small cap space. and especiall ones that are more domestically focused, that don't have kin -- the europe or chinese plays that may cause some problems in the future. let get right to them. you gave us three picks you like. first, amtrust financial. you say they offer insurance on just about everything. >> yeah, they really to. property, casualty, warranty, extended sup plans. they pretty muc you know, this is one of those compans that still trades at a really reasonable multiple at under 10