. >> caller: invn, invensense, solarwinds, swi, under armour, ua.ources, clr, and intuitive surgical, isrg. am i diversified? >> you're smarter than being diversified. you're actually at the beach. let me see. solarwinds, really taking his time on this one, isn't he? [ buzzer ] invensense,this is one that has confounded me. we had imax earlier. consumer electronics is not my favorite business. continental, that's harold hamm and the huge producer in the bakken. under armour downgraded today. i love their stuff. solarwinds. intuitive is a medical company. a software company, we have an apparel company, we've got, holy cow, man. just a second because i want to be 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 too speculative. the whole portfolio is way too speculative for me. but anyway, it is diversified. >> hallelujah! >> john in california, john? >> caller: boo-yah, jim. how are you