Humana shares look fairly valued and we continue to favor the larger, more diversified names in the sector with strong operating platforms.

You need to be diversified because you don't know which sector is going to get hit next. Just realize that nothing is ever that easy and that every recession is different.

is more fairly valued in the low to mid-$30 range.

Techs are up, because the selling is basically done for now. The sector has been so out of favor, with everybody downgrading it, that you're getting this end-of-the-quarter bounce.

Yes, I can put my head up and I can continue.

Had there been an even larger turnout, she'd have won by much more. It's wonderful. She's from a very strong political family. I've been honored to work with her.