This is pretty important. McCarthy is the third ranking Republican in the House and extremely influential. How rank and file members react to next week's release of the GOP immigration principles document will tell a lot about what's going to happen this year on immigration reform and a united front from House GOP leaders is absolutely critical. If opponents of immigration reform are isolated and relatively muted, then you should invest in immigration reform stock. If the party appears to be in a loud public debate over the principles, that is going to be a big problem.