The Consumer Facing Stocks

Consumer facing names, even a name like c v s, we think the consumer is strong and they're going to stay that way. This is a good way to balance out your portfolio from some of those growth names you've had for a while. Amex to me means what you said, high and consumable. What does it also mean? Corporate travel. So i take away, everyone went sort of a different direction. I went immediately to delta or united. For me, if the corporate traveller is coming back, or if corporate corporations are spending more, i think that's going to be the canary and the coal mine, in a good way.