he's chris bertelson, global financial private capital. chris, last time you were on in june 2015 you recommended aus medical, down 31%. perk and elmer, down 5%. aztec industries, up 11%. today you're going to talk about virtual reality and augmented reality companies. first explain to us what's the difference between the two. >> okay, virtual reality is actually an imaginary world. it would be like you view something and a shark swims at you and you cringe and jump out of the way. whereas augmented reality is just a little bit different in that you're in the real world but you have imaginary thins that you manipulate. and one is a total imaginary, fictitious experience. the other one is something that you might use more on a practical base sister. >> we did a piece last night on the program about an augmented reality company taking a look at how you could use that to purchase an off vep for your kitchen without having to get the oven but you could see yourself in the kitchen with it. you say there are certain companies poised to benefit, o