continental, that's harold hamm and the huge producer in the balcony ken.r downgrade today. solarwinds. intuitive a medical company. a software company, we have an apparel company, we've got, holy cow, man. just a second because i want to make sure i'm not going to overlap here. that's consumer electronics. we're going to say it's okay. we're going to get rid of, though. you know what? we can keep it. it's different enough, but it's not -- it's just way to speculative. the whole portfolio is way too speculative for me. but anyway, it is diversified. >> hallelujah! >> john in california, john? >> caller: boo-yah. how are you do? >> all right, how are you? >> caller: bad, bad market today. >> real bad. >> caller: okay. my stocks are arr. that's the speculative that i have. fun, kmp. >> okay. >> caller: t, and bristol-myers, bmy. >> i feel badly again. this is that armour residential because it has that really high yield and it's a financial reit like annaly. i got to speak to the guy. kinder morgan, i am shocked. research director of action alerts trust, that