why, though, the advertising play of omnicom? it's almost, like you said, a 5% dividend yield, but it would seem like advertising would be one of the most fickle places to be right now >> omnicom is one of the special places they have a strong cash flow, they have a strong balance sheet. they can really ride this out. they're in a situation that, look, as soon as we're able to turn the lights back on, people are going to hit advertising with a vengeance they need to get people back in the stores, back in the restaurants, back in the showrooms. they're in a situation where you can ride it out, get almost 5% while you wait they're trading at an 11 pe, so it's almost a giveaway, and they will have a very rapid acceleration of earnings as we go back there. it's a reopening stock, but i like to have a reopening stock where when the reopening is somewhat tenuous, they're going to pay me 5% while i wait. >> mark, i understand. you mentioned the defensiveness on the retail names. does that extend to the overall market and where would you