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Pays a 6% dividend and trades at 9x PE.Pays a 6% dividend and trades at 9x PE.

It's releasing the firs Grand Theft Auto in more than a decade; the last sold 225 million copies. This will be the largest launch ever.

Likes it. The consumer is still buying. This year, the stock has had a great run and is consolidating now.

Terrific earnings report this week. It's his largest holding.

Price targets are set for every single stock she owns. When stock hits target, her team reassesses. Is there still more upside? Trim and take profits? Sell the whole position? Lots of moving parts. She only wishes it were that easy to have one rule :)