i had a fabulous executive, judy mcreynolds on, she runs one of the biggest truckers and i was reallytruggling as a reporter, as a host, trying to think of something to say that would elucidate an answer that would say, listen, you should buy the stock, and i tried to hit judy on a lot of different things, and judy's really coherent on a lot of things, but i gave up. i said, make up your own mind. yesterday, the stock was the biggest gainer in the s&p. it -- the stock went from basically $100 to $120, and it struck me as the metaphor was, look, things are going to get better because of the fed and because of president-elect trump, and so be careful what you don't like. it may turn out to be darn good. >> interesting. even solar names, even home builders, now in correction territory. >> i know. i mean, you've got two solar names that have been under pressure. you have next tracker, which my travel trust owns, and you have first solar and they're distinguished as being american solar companies so they might be in the sweet spot, versus enphase. >> solar edge gets downgraded to underperf