cash flow, and with this acquisition of nbcu, comcast now can really power its way into a higher valuation range. another one of your big holdings is cbs and you like that stock for investors as well. yes, we do. we think they took advantage of the low interest rates to refinance their balance sheet. they have a steady stream of income from their distributions which are the tv stations, as well as having the content of the studios and broadcasting. great dramas on. anything in the media area you are steering clear of right now? i think that, you know, it s good to be diversified. i think some companies have propelled themselves, like the discovery channel with the oprah channel, so they re very expensive. our background is a relative value background so we re looking for a little bit more value for future growth. and for our viewers who are sort of novice investors, when you say value, you mean a