thank you very much. >>> let's bring in david harold, not just a nice guy, he's a smart guy, and runer rink ranked mutual fund in its category. >> hello, brian. >> hello, david, hello, newman. are you selling stocks because of what is happening in ukraine? >> no, in fact, we have used some of the instability of markets in the last month or so to buy some stocks. you know, our m.o. is to look at a business, value it, cash flow streams, determine the durable of that cash flow stream and put a price on it. it's not just what happens in the next week, quarter, month or even year. we look at three, five, ten years of cash flow streams. so one short-term event causes fear, resulting in lower share prices, often to is it's a time to look for quality and maybe add to some of the good quality names in the portfolio. >> i think it's interesting that since we're talking about emerging markets, i see over the past five years, your pot folio has fallen from 15% to just over 1%. there is one stock you like, and that is samsung electronics of south korea? >> and by the way, i want to differentiate