more from our guest host, dinakar singh, founder and ceo.is what a lot of guys do, look at each individual company or stock on an individual basis and decide whether there's a good future for the company and the stock, right? >> i think you have to care about the macro. and these days that matters more and more, but at the end of the day you've got to be able to do something you can get an edge in and staring at the screen or trying to predict what the fed is going to do or s&p is going to go up and down is a tough way to make a living, but when you look at stocks you can find plenty of stocks that are cheap and earnings are actually still growing, maybe it's through buy-back but i think the big issue in the market is this, first top line growth is tough to find so you've got to find a structural niche or restructuring or use of balance sheet. if you can find them, that's a pretty good deal. i think second when you look at where people aren't and are, and you think about whether or not it's an opportunity, europe and financials have been the