Continue to think that GSL is a double + from here at some point. GTAT is interesting, but one thing I noticed is that their consistent profitability at the bottom line was comprised of broad swings in their different business lines. Their backlog could vanish without notice. That said, it sits on my watch list. Just haven't gotten comfortable with it. I also think some of the large U.S. financials are interesting. Not advice, do your own due diligence.