those companies that are closely ,ligned to the upstream especially the onshore upstream, those of theill not do well. if you look at companies engaged in offshore activities, ftc technologies is one in which it is a deepwater equipment services company, they should do well. , balancedanies between shallow and deep water activities, that should do well. valero energy, because of bring in low-cost energy, but they benefit from the higher cost gasoline. so they have a robots at the bottom of the ocean, that is cool. one part of the energy group, the debt, drillers debt in particular has ballooned. it is a 16% increase from last year. how do you factor the debt and interest payments into the model? >> when we look at the individual stocks, those factors are built in. when i look at performance, looking at the group realizing that energy itself is not going to be affected, not going away, but realized it is part of a burden -- broader strategy. i published my portfolio recently which looks at those sectors with low correlations with one another and when they perform best in a cycle, techno