if you look at our balance sheet and yield co, they are way underlevered compared to our peers p when assets you drop down, 1/3 or so is tax equity. the amount of capital you need is reduced by 1/3. the combination of the leverage room we have and tax equity means we have lots morehead room and the track record of 10 gigawatts, proven technology. we are a prefer asset. yes, it's choppy. i think that gives us an opportunity to be more offensive and position ourselves strong for a five-year period. that's what we told investors today. >> we've got to leave it there. great to speak with you. judge, thank you so much for your time. >> tom wernor, ceo of sun power. >> not that well. should have been in sun power. my position will go away by expiration. at the rate it's going, the rate it's going. underlevered in this environment is a great place to be. >> i interviewed gordon johnson who slapped sun edison with a sell rating. he said two to three quarters they'll have to do a bond restructuring and raise capital. those are not any way you cut it, not good. >> i think it's pretty positive f

and they're buying back a lot of stock through an underlevered balance sheet. >> and now you're lookingery industry and any industry to invest in where you see value. you like an orthopedic device company. why do you like this one? >> zimmer bionet, it's one of the leaders in the industry. zimmer bought bionet a little less than a year ago. they've levered up in terms of their debt. they're beginning to pay that down, which will pay it down very rapidly. the earnings progression here is very clear much over the next couple years. trades around 13 times earnings. and we think there's probably 25% upside in the stock. >> and finally, the giant in teva -- in generic drugs, teva pharmaceuticals, you like that one as well. >> right. people have been concerned about teva because of their reliance on a drug for multiple sclerosis that's been responsible for about 40% of their profitability. that's been more stable than people have expected. they've got a big generic combination deal on the table with allergan. this is a company where a new ceo has really stabilized the business and improved th