david: john kenneally, one thing that happens when you have a booming u.s. dollar, you have a falling oil price, some people say with a falling oil price now is not the time to be buying into energy stocks. you disagree. why? make your case. >> we're dabbling there. we own some of the, the energy services stocks. we think if oil can bottom out here between 75 and 80, that's about what the low point of, what those stocks have priced in. so we think from here, in the energy services space, we own a, mid-cap version of that, as well as a large cap version. those stocks are going to do okay. owning actual commodity here, might be a little bit difficult, but if you take a look at most recently completed earnings season which we're kind of still in here, the energy sector beat -- even with oil prices down but of course that's, that's looking backwards, not forwards. >> no, true. i think, you know, a lot depends on geopolitics here. a lot depend on what price the saudis are comfortable with. they might try to squeeze some of that marginal production out. we went th