courtney dominguez >> of course courtney dominguez, thank you very much.y you played the sad recommend to bone. 25% eps growth, reasonable valuation. >> karen, what do you say? >> yes, i like it, that's an industrial gas holder in case it wasn't painfully obvious what it was. i like this story. i think it's a little bit expensive, but i think i like the spaces that they're in i like industrials it's interesting to me and maybe a bite size for somebody in for an acquisition so i like it. >> looked like a milk jug, too dan? i'm gutless with the energy trade but i like courtney's trade idea >> wow >> i look at the valuation, i look at the growth, what karen just mentioned, that customer concentration that you talked about with the $6 billion enterprise value could make them an acquisition target, too to me, i like the call >> steve, round it out >> it's a buy as well and i do like the idea if it starts to gain some attention from the investment community, there is a 10% shortage so kudos could someone else who said that >> and cue gkudos, courtney dominguez,

and courtney dominguez of pain capital. a group i'm not familiar with.ticking with your guns? if so tell me what you think this bond market is saying? >> volatility there is flight to caught. you're seeing pressure now bring the 10-year below 1.20. add to it overseas buyers are having an impact. this still tells me, charles, this is an opportunity to shorten your duration, with active value stocks and expect rates to grind high near the fall. the reason why i think the market will look through the variant which is causing it today. our economic data may be 8% gdp will send interest rates higher. the fed will eventually have to stop the bond-buying program. this is the opportunity you wait for. buy the dip, look through what is happening today, and market anticipating higher rates coming into the fall. charles: you're staying with your mid-delling, staying with your work and this is sort of a near-term blip. i get the delta variant part and i've been trying to warn folks. i saw it coming for a while and we saw it coming. courtney, your thoughts of bond ma