sales force, garmon, alcoa, all making that list. but all seeing gains of 11% in 2014. rough time to be short these names. if we are to believe there's more downside in emerging markets, alcoa, is it time, soon, where this stock will turn? >> valuation-wise, you're in a pretty fair valuation for a stock that is beaten up, highly shorted. but you had a phenomenal run in 2014. what's going on that you could at least feel positive about, investors look out to 2020. auto sheet aluminum demand is driving inventories right now. and people believe you have a place where you look at the consensus for the first quarter, the numbers for alcoa are too low. low bar, place to look. i would be favoring alcoa. the industrial metals are under pressure. i had a short on rti. i covered because i thought it was oversold. alcoa is not oversold. >> crn in tech. >> this is a good, old-fashioned short squeeze. the valuation, this is the opposite of alcoa, that has been dirt-cheap with crms going up on the short squeeze. they keep doing what they need to do. they have the tailwinds of a growth