Our sense is there's not a whole lot left in the bond market because we're not worried about recession. We're certainly not worried about profits and so I think the money comes back to stocks before too much longer.
I think health care companies are likely to grow profits three times or faster than the S&P 500 next year again, ... I think those are looking remarkably good.
Their recurring revenue from the cellular sales is actually doing better than they think. Growth rate may be bumped up, profits looking pretty good, sales looking good. I think it maybe time to start fishing in that pond again.