nothing is right now >> the other thing, to steve's point of view, it's shared by david costin at goldman sachs who takes his mid-year target on the s&p down to 2450 that's 15% below current levels. he takes his earnings expectations down again for the second time in pretty much a week, nine days, whatever you want to call it. 16 so 28 to 30% downturn from the highs. >> you take that but then also say at the year end he thinks it's 3,200 jim and i have a very similar time frame we kind of look out and say if i want to get stuff cheaper i'll start nibbling now i'll tell you i'm not fast enough, nimble enough, maybe pulling the trigger when it goes down 10% one day and bounces back the next. 17% and stocks down 30% i'm going to start buy some of these stocks that i think will work a year, two years down i'm not going into speculation or high debt leverage models looking at high quality companies i want to own, disneys of the world, lowe's of the world. even jpmorgan. >> let's go there. i said at the top i want to spend a lot of time to talk about actual stocks. i want to find out what you g