simpson good to see you. you find opportunities somewhere. today it lies in walmart you bought it at $152. it reports next week ymt. >> we're thinking if we go into a recession, scottere's a chance the consumer down grades on their spending. oftentimes walmart becomes a beneficiary of that. we like the dividend we like the dividend growth. one thing i don't like, the multiple is a little high. we held it in the past successfully when we get earnings next week, what i'll be looking for is not necessarily the numbers in the first quarter, but the margins move forward what are they projecting for the year end and what do they feel the consumer is going to look like that will tell us a lot. takes us a long time to build into a position, but i feel like it's a good defensive play. >> all these with covered calls? i want to make sure our viewers who don't see you all the time understand what your general strategy is. does it hold true for everything you do >> that's correct. walmart we're building a position we don't have any options written against it i enjoyed the conversation about microsoft. we have a $320 call on microsoft that expires next week we're tactical about