he is chris retzler. chris, good to see you again. welcome ouck. >> thankery much. good to see you too. >> let's get right to your picks. this is a global play. why do you like it? >> it's a domestically based airline leasing company that's a play on the globalization and air traffic of the middle class that's growing around the world. you know, a big area that has been hurt has been the emerging markets. it leases lot into those airlines in china. but they were able to manage through the higher interest rate era because they're an instment grade quality air leasing. the company dipped lower in december, it'serecovered in january. a great management team and one wehink can manage through difficult slowing economy globally. >> something in the large cap semi conductor area with your next pick and that ispplied materials. it also has a dividend. >> yeah, no, applied materials a semi cap equipment maker which would s cplypanies like intel where we heard today some of their business is slowing. but what intel is going to have to do ispend more money on cap ex. that help