it's ideokratic. it has nothing to do with steel dynamicles.has nothing to do with bur e burrito's. it's a cyclical tech story for the losers at the worst end of the reaction. >> stacy, i'm surious, if you own let's say some of these stocks and are using an index as a head. does that still work in the stock pecker's market? >> it depends on what the index is, right now the s&p 500, the correlation, the realize iized correlation is decades low. if you want to buy a put on the s&p 500 because you believe it has exposure, it's probably not working well, this is where the individual stories are more important than they have been. >> let's talk individual trade, you are looking at the consumer discretionary fame. we seen hit or misses. >> this is kind of discretionary. it's kind of a same. whole foods is a grocery store. if it was a kroger's or a safeway, we'd call eight staple a full paycheck, this is an interesting story, we have earnings coming up. the stock got hammered. really the tore is, are they able maintain tear par gins. if you look at th