joining us is ernesto ramos, a portfolio manager. we. >> thank you very much. >> congratulations on those picks. all three were win let's sta first of all with the fact that you are looking at value right now and you have united rentals, uri, on the list.e why do you l it? >> well, because it's a true value stock. it trades at only ten times earnings but its growth has been fantastic. totally beat rted a couple of their numbers. so this is a company that as you knowents equipment, industrial equipment, commercial equipment al t across united states and in canada with 855 locations. and they're doing fantastic in this environment of we have be for the last couple of years. so they're really in the driver's seat when it the cycle and they're trading very cheaply. so they have been doing very well if you cant look a the price chart of that stock. so that's the reason we own it. >> now you have a couple of the biggest banks out there. you're looking for value but you don't think that the market's already anti rates for citigroup, for exa