energy infrastructure. so companies like cheniere, in cheniere's case, they're e porting energy to other countries around thehat may use that natural gas. if you look at cheniere, well, it's got high quality cash flows, long duration high quality cash flows. a management team that's done an excellent job with allocating capital, so when we look at cheniere and its stock price, yeah, it's done well, but it still has a long way to run with the high quality cash flows, the growth we expect, and even potentially higher growth that could be coming down the road as natural gas is consumed more and more around the world. >> you do mention that energy infrastructure is your area of focus. what other ways would you recommend people position at this point? what are the beneficiaries in the energy food chain? >> yeah, so if you look at a company like williams. it's an energy infrastructure company, a pipeline company, operates hundreds of thousands of mimes of pipelines. one of the most strategically placed pipelines. you never see these pipelines but they're really essential. you look at where the williams foot footpr