jim, what energy name does you hold, if any >> i like energy quite a bit and while i agree with what sairat out a very important point, and that is federal land, and that could ultimately disrupt supply or at least the amount that we produce here in the united states. who does that hurt probably hurts refiners, probably hurts the service companies. who does it help domestic emp companies that are particularly confined to private lands and don't have a lot of exposure to the public lands so i like many of those companies, as well as the majors, the majors are going to do very well, they have nice dividends, and when you look at a price equivalent basis on energy stocks, you look at the dividend yield on energy stocks, you've got to really, a really compelling story in a market, where a lot of areas have really moved over the last several years, without energy, so you have this rotation story going on with energy, too. so it's kind of got everything economic recovery. some supply constraints. and the other thing that's happening with the market, and particularly, some of these areas that get