one of the great fans, mindy, she does her tim mcgraw. so does sam stovall with decades of wisdom here on this moment we are at. sam, what do we do? what do we do in the time of great tension? when you hear the phrase cfra going cache, how do you respond? >> well, i think if there are some of the people out there that are worried, you look for opportunities. basically, when fear abound is when you look to take advantage of that. you mentioned in the earlier segment about how far down disney is from its 200 day moving average, and you got many industries, movies and entertainment come internet, direct we telemarketing, footwear, auto parts that are anywhere from 25% to 43% below their 200 day moving averages and more than two standard deviations below them. as an opportunist, you basically say if the cpi report comes in as a surprise, these could end up popping. jonathan: a lot of this depends on the time horizon. where do you think the opportunities are a, and how long should people hold them for? >> our focus is more of a 12 month time horizon when