Joe has some new buys in the energy patch and you're focused on the refiners. >> Yes, I'm just trying to find some opportunities in a market where I currently don't have exposure. We're coming into a seasonally strong period.You're coming into the hurricane season and there's also been a very strong outperformance when you look at the spread between reformulated gasoline, heating oil relative to crude oil. Crude oil is down 5% year to date, but get reformulated gasoline and heating oil are both higher. So, ...

What's your final trade while we're Taiwan semi when you're going to hear about the capex schedules. Taiwan semis when the plays the president of Taiwan had delay his trip. That won't matter.Okay, Farmer Jim Win resorts four successively higher highs this year. It's 1% away from the 52- week high and then it breaks out from there. All right, Joe T like buying the refiners here, especially as we come into hurricane season.You got the price of oil muted in the mid60s. Good stuff. Thanks everybody. ...