i'm a little confused about your second pick because it's winnebago which, to me, is a discretionaryook at winnebago, i guess you could say it's a boomer play, but why do you like a name? it's down 13% year to date, up 10% year-over-year. >> absolutely. it's down from 32. we just started buying at the 23, $24 level. there's about 1.85 in excess cash on the balance sheet with absolutely no debt. they do earn 25% on equity, and for each incremental dollar of revenue, they do 16, 16.5 cents. and we figure next year they'll be up another mid single ding creates in -- digits in terms of revenue. this year they're up 30% in terms of their delivery of units, and they'll turn about $1.85 to -- 1.90. there's no stock-based comp in the number, there's basically a 12 multiple, 25% on equity. certainly, the company's way out of favor in the stock market, and their target audience really is 60-year-old plus, that's over 50%. they're well segmented, they have what they call class a, class b, class c type of units. they have different price points. they've done a lot of market research. and so i th