Oil Services

Oil services, i think, is breaking out to the upside. Look at the move ing haburt and slumberja to day specifically. I don't think people fully understand how levered some of these names are. And if and when we do, i think these names have another 20 to 25 % upside easy. It was interesting to hear paul a tim talk about the reasons for the energy spike. All secular at this point. it's none of this opeq sort of stuff,. supply demand, hurricanes, you know, what have you. Well, this short term.