But then you also say at the year end, he thinks is 3200.

Okay, so Jim and I have a very similar time frame.

We kind of look out and say, If I'm going to get stuff cheaper, I'm going to start nibbling now.

And, Steve, you're right.

He could go 25 30%.

But I will tell you I am not fast enough.

Nibbling off may be pulling the trigger when it goes down 10% in one day, and it kind of bounces back the next.

But it's 17% and I see stocks down 30%.

I'm going to start a CZ, Carrie said, by some of these stocks that I think will work a year, two years down.

I'm not going into speculation.

I'm not goingto high debt leverage models looking at high quality companies that I want to own.

The Disney's of the world, the lows of the world, Zimmer's of the world.

I'd even after J.

P.

Morgan down here, So let's go there cause I said at the top, I want to spend a lot of time talking about actual stocks.

Today.

I want to find out what you guys were doing If you're doing anything and I'm surprised to see maybe to some extent that you and Carrie Suraj are adding a lot of names, a lot of names.

If I have climbed sitting with cash, which I have been, And we've talked about it since kind of selling over the last three months, I am now starting to go back in stages to say these are the high quality companies that I think I want to own.

And I wasn't able to in the last couple years have full positions in some of these companies.

Okay, so you're adding to Disney Disney disease down from 1 45 2105 Okay, I'm adding to lows, which is home building products.

CEO just wants a more stock amounting to Zimmer, which hey, we know in the next 3 to 6 months people are not gonna go replace their hips and shoulders, high quality company and a low valuation.

I'm adding to J.

P.

Morgan at 97 $98 down 35% if not more.

Morgan Stanley, which is a solid wealth manage business Trading below book CVS, CVS starting at eight times earnings, which I think is so cheap, you know, it has leverage, but definitely manageable leverage.

Alumina, which is gene sequencing.

That's not going away.

The stocks come down quite a bit off its high.

Yeah, it's Ah, hi p stock, but it's a growth stock, and these are the companies that I want to own and appeared like this.