pharma sector, including some of the demographic -- core domestic plays and then -- >> okay. >> -- look at a fedex which is behaving almost like a tech stock for reasons that are specific to this company and the economy's while it's had a move is a name you can stay with. >> all right guy, i noticed your financials did pretty well today. >> yeah, they did. listen to the montage, tim and i were just listening, one guy said he was so bullish he couldn't stand up or sit down or something, makes me want to go sti sell everything. because the unanimity with people who are bullish, people are tripping over themselves to say how much more bullish can i be than the next guy you know what, sometimes the crowd is right i think that's a situation that we find ourselves in so i still think the financials work i think based on price to book value, they still have runway to the upside i think these defense stocks, which have just been on fire, ever since then-candidate obama, president obama, was elected, those things have quadrupled in some cases i think they still work. industrials, i mean, i throw fedex in from to a certain extent names like honeywell, roper, boeing to a certain extent, the industrials are stil