lexmark down 16%. are you still sticking with your strategy? are you still sticking with those stocks? >> yeah. the strategy's a great long-term strategy. if we focus too much on short-term performance, it's going to hinder our ability to fine tune in the long run. involve return on invested capital, a good earnings yeel yield and paying good dividend. each are paying dividends of 3% or 4%. very solid companies. as growth slows, as small business owners really need to become leaner and meaner, those are going to become great plays to focus on that part of the market. >> and, paul, where are you advising your clients to buy in europe? yeah, i said buy in europe. any place? >> no. not investing in europe. >> not nothing? >> no. look at countries like germany that are perceived as safe havens. those are capital surplus countries -- trade surplus countries i mean. if europe has more problems, if greece exits, the countries that will be hit the worst will be those that have current account surpluses. that's what happened last year. so we would not w