paul meeks. i always feel like i'm mispronouncing it. th stock picks and outlook on tech companies. paul, how are you? >> good morning. >> help us here. you like some tech numbers. you're apparently picking this stuff up and you're not worried. we had a guy on this program i think in the last hour or two who thinks it could have a correction of 40% on the market. >> yeah, i realized that, but i see it a different way. the way i look at things is i don't think stocks are egregiously overvalued. i don't think they're necessarily cheap, but i think they're about fair to maybe slightly above fair. so i'm encouraged there. i think the u.s. is on the mend. i do think that europe which has been in the doldrums for a long time is somewhat on the mend. of course, emerging markets has gone to hell in a handbasket. but all that considered, i've been fortunate to have fund flows. and so my cash position has risen. and i'm taking advantage buying some great names. not too quickly, not in too much size, but slowly and deliberately during this correctio