we're joined by jerry castellini, president and chief investment officer of castle arc management and the chief investment officer of hennessy funds. jerry, what do you think >> you don't get markets up 30% very often when you listen to the technicians and folks who follow momentum, they've been trying to give a warning signal for a while that maybe it's time for a rest so you take that and throw something out of left field like a pandemic, and i would expect a fair amount of people to just say i'm going to put some money on the sideline. it's actually an outstanding opportunity for fundamentalists to actually take what's really going on behind this and pick your stocks. you're starting to see some of those opportunities today. and let the wave of selling get through. unfortunately, it might take three, four weeks. >> neil, are you getting those calls from clients we made a lot of money, let's sell some stocks if so, what do you advise them what are you telling them to do? >> i think you have to just step back and look at the big picture. this is one sphere that we have seen the last