XYL is a core holding target; bullish on water sector reliability and current valuation.

And the reason I'm highlighting those two together is because those are probably like my two favorite stocks in the entire market right now. At least if we're going to measure it by, hey, is there some stocks out there that you just feel so incredibly bullish about their business, about their reliability long term? I mean, what's not to like?

Zyllem is in water. Water is essential to everything in life. Like it's in my opinion the best the best industry, the best market, whatever you want to call it, to be investing in is water.

Zyllem is a huge play on that and the the price is phenomenal right now. So I love the price.

Now, I will just say um right outside of that, Zyllem, again, one of my favorite stocks, but also Metronic, they are just out of that 50%. I would love for Zyllem and Metronic to be like more of a core holding to be in the top 50% of the portfolio, and I'm going to try to get them in there.

Zyllem, absolutely. We're down 6%. Zylm is a stock that we want in the top 50% of our portfolio. We're negative on it. It is a no-brainer. We're going to be buying a lot more Zyllem stock.