The Most Important Part of Your Book Is Your Yield

I think that's the what's most interesting about it's like not only are you getting all these price appreciations and this expansion in the space but the yield book keeps increasing. There's a trade-off between capex spending paying down debt or stock buybacks versus increasing their dividend yield so you constantly have to be looking at what they're doing. I've got companies that are probably going to be out of inventory in 10 years so clearly a 10 percent yield is not sufficient on stuff like that. You got to believe that there's either more in the kitty that they can bring in or you know you need a 20 percent yieldso you get all your money back in five years.