There has been consolidation that has reduced the amount of irrational behavior where people were just growing for growth's sake. Basically Prudential is a motivated seller because they want to move this out before they demutualize. And they had already taken steps to turn the business around. So you see the deal actually adding a nickel to Aetna's profit this year. These are stocks that are quite inexpensive relative to the market, and they're growing.
Wellpoint is just a terrific company.
That really is much more a life and consumer finance focus. LucasVarity obviously is not consummated yet. We think that that could go north from here. When you look at this era of low nominal growth rates, and as companies are still looking to grow, there is going to be more growth through acquisitions. The oil patch is a place where a value investor has to be paying attention because it has had extreme underperformance.