How to Be an Active Player in the Market

The largest names at the moment are at the highest percentage of the market that they've been in a long time, and from an historical perspective, extremely high. So you don't have to go to the beaten up areas of the market necessary, like financials, but there are other places to find value. I would say we'd rather focus on things that have more control over and less concern about what a slowdown in the economy could really mean again to earnings cash flow for those businesses.