During the most recent presidential election there was a lot of debate about U.S. companies not repatriating earnings back to the U.S. Many companies have no intention of ever bringing those earnings home under the current tax rules. Do you feel that companies overstate their tax expense if they never intend to bring those earnings home (and thus pay U.S. tax on them)? If so, what is the consequences to investors if the expense is overstated and therefore earnings understated