i'm going to bring chris heisey in on this. financials in the materials and technology that are leading the way as they have for much of 2012 at this point, when you look at the bottom five, the laggards, it's last year's leaders, the utilities and discretionaries. are there opportunities in any of those sectors that you see as a result right now? >> no question about it. in february, we're going to have ltro 2, more liquidity in the market. more liquidity, more liquidity, more liquidity. materials, technology, financials and some of the more inflationary sectors should continue to have the wind at their back. where we take risk off, the ones that did really well last year. the high dividend companies within the utility sector, it's time to take some profits there. it doesn't mean they'll not do well this year. in the face of all the things we see hitting in the summer, you've got to rebalance the portfolio, pay to wait, like we talked about, but take advantage of the things we just mentioned. >> it became a crowded trade and b