Shah Gilani doesn't think it is time to get into travel and leisure just yet. He sees some potential bankruptcies coming. He says it is too much risk for him in terms of debt. He likes Booking Holding, Trip Advisor, Walt Disney, and Airbnb. He thinks you have the opportunity to buy them lower if and when you have the guts to do that, but he is not taking a long term position in any of them right now.