david: lee munson, the russell 2000, down again, almost full percentage point. if you're looking for area beaten down you want to get in on the ground floor, maybe time for the russell 2000, no? >> well, you know i mean the valuations are looking like the ground floor. this is a, people have to remember, this is kind of representative of that bottom 20% market cap of the united states. so it is that smallest, 10 to 20%. this is innovation, growth engine of americafest you believe america will move forward to have prosperity next couple years, small caps, high return, high-risk. this year, people left them for dead. i think you have to get in there to make sure if you're underweight in small cap, don't be by the end. week. liz: you said get in there. zack, you're getting in there and saying don't try to anticipate market moves or catch a falling knife or call the bottom. instead, you say go in to buy three names. talk about these names and why these are the names you say will help a portfolio. >> we have jetblue, we've got american railcar and we've got avis. i t

lee munson, telling investors which areas of the market they need