Stalwarts and Growth Stocks

With stalwarts like I mean things can just go off. You've got sometimes. overly optimistic assumptions right in there and maybe we don't discount it as much as we should. But at the same time like we talked about with Tim Cook at Apple if you get a manager in there that really knows capital allocation and is disciplined and just allows the business to be great then do great things with the free cash flow. It can really pay off so when I'm looking at stalwarts the biggest thing I'm focusing on is not only the price but the management and what they're doing with that amazing cash flow that those stalwarts produce now.