the top five names, if you look at this pch dell, a number of short sellers wonlt agree with them on.dell? >> dell. good balance sheet. good cash flow. >> let's be clear for our audience. he is not saying these are great quality, unconfusing, somebody with a basic accounting background could look at income statement, look at balance sheet and understand it. it is not 180 pages long. >> i think there is a potential flaw. and it won't tell fut business model is flawed. remember, you can have companies that are looking great in the cash flow rb everything. no. may not have a business model that zpt quite get there. stock pickers are doing much better when they look at this these days. about time somebody did something like this. spot lights something that needs to be -- >> i'll tell you what i need to do. january 13, 2013, a day living in herbphemy. >>> quick check, metal movers today. you are alt trading in silver and red. still up four the year. single bet asset class and it had volume behind it last year. > >>>. >> manned a tauk /* /- [ engine revving ] ♪ [ male announcer ] every car