care that has ramifications more broadly across society, but within health care, a company we like is novoordisk, known for its diabetes franchise. they recently introduced an anti-obesity drug, which is really a huge breakthrough for them. if you look at estimate's, obesity is predicted to affect about one billion people across the globe by 2025, so there is a significant opportunity there to be addressed. francine: you don't like any of the bigger companies. you mentioned king span, a huge irish construction company, is there anything in consumer staples, luxury players that you would be interested in? >> we think luxury is a great spot. those are companies that demonstrate brand power and pricing power. but we are increasingly concerned about the chinese consumer and that has been a big driver of their growth domestically and through international travel. we are a little bit more cautious on luxury then we have been in the past. francine: chris, thank you so much for joining us. coming up, tesla loses nearly $200 billion in market value in its biggest back-to-back selloff in 14 months.