it's been a tough trade this year, savita is this a value area >> energy?i like energy a lot. i think enter is an interesting sector i think the catalyst right now is what we're seeing in terms of cap-x, so, what's interesting is, energy companies have gotten safer. and they've basically transformed from paying their ceos exclusively on production to now paying ceos on cash return, on esg goals they're not going to start drilling again at the least provocation of a move higher in prices, so, i think that translates to smoother earnings. energy was also this boom/bust sector, super volatile earnings. they've paid down a lot of debt. they've got this dividend, they're focused on cash return i think this is a sector that could rerate and on top of that, what we're hearing is, again, tech companies moving stuff out of china back to the u.s., companies, you know, basically reshoring for national security reasons, as well as climate decarbonization reasons. so, there's a theme going on here, where we've underspent on manufacturing capacity for ten years, and i th

equity and quantitative strategy of bank of america securities savita subramanian.gain. >> great to be here. jack: a lot of discussion about how very few tech stocks have been behind most of the markets gain but not as much of the implication for evaluation you been pointing out that the difference between the cheapest and the most expensive stocks is unusually high right now. what do investors do about that? >> it is an interesting environment with the very narrow market and i think it's been frustrating for investors that haven't been in the seven stocks that deliver the strongest gains. what's interesting if you look within sectors and across the broader market the cheap stuff is very cheap and expensive stuff is very expensive. what we found in the past when you reach the levels of dispersion across evaluation. it's actually been a great signal that value investing is likely to generate some of the strongest returns. and we seen this a few times in the past and we saw coming out of the tech bubble in the financial crisis. the idea there is a lot of returns to be

my name is savita. morty i'm the executive director of training partners in early learning. we have an office in baby and the baby hannah's point and we serve thousands of children and families by providing programming and every single district in the city of san francisco through partnerships with 300. plus, classrooms are handed family child cares and dozens of community based organizations um i'm here as part of the early care and education community to speak out against the mayor's results, state my opposition and ask that you reject the proposals and the amendments as well. um i believe that we live in a world that we inherited from our ancestors, but it's also the world that we borrowed from our children. so i want to channel jenny pullman and say, let's take the long road. the children who are at the center of the work that all of us do, they are our future. they really need you to vote now. and those proposals. thank you for your time. thank you, sir. peter morty for sharing your comments. the committee can we have the next speaker, please? good afternoon supervisors