The Importance of Directionality in Investments

A lot of the stocks that are outperforming right now don't have the typical fundamentals that we look for. They're more of these turnaround plays, but they have the exceedingly strong technical action. So sometimes you have to parse it a little bit fine and also be a little bit more flexible to go towards where the money is going if you really want to participate. Ali: Do you ever look at directionality? Because I mean, that's something that you certainly mentioned how a lot of the former leaders, we have seen them kind of flip flop.