Are You Taking Advantage of Pandemic Winners?

We're bullish on yoo microsoft, right, for example. You know, it's pulled back 30 % off the hies and trades at a very reasonable valuation. Wright viva, another name we like, you knownd. In fact, they sell to health care, which is itself a very defensive sector. A hob spot is another name that we're taking advantage of on the pull back, right? These are all companies that have profitability, thay y,. can value on cash flow, have multiple growth drivers to continue growing.