much whip saw action that premiums are paying off i like the trade in that sense when you look at skhlumberger, we did see upside today, particularly november 42.5 bought but when i'm looking at the market back to carter's side, energy is an area you kind of want to be in. i'm looking at energy, consumer staple, i'm looking at health care those are the safe haven plays in this environment where you're getting a rising interest rate environment. if you do, energy may come down, but if they don't, this is a sector you want to be in, and this is a cheap bet to the upside. >> carter what does integrated versus services versus gnat gas look >> trailer is the most risky, it's boom bust where, as if you're just producing oil the way exxon and chevron are, i like those better. but again, as you saw in the chart, the overlay, the correlation is so high, you're going get the move regardless of what you pick. >> let's move to another sector, staples. downpacing the s&p this year brian is focusing on one for a pop. >> when you're looking at consumer staples, it's a sector we went overweight in our fund an