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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 :)

At his firm, they have about 28% in financial services (by far, the biggest weight). Generating a lot of free cashflow. Capital reserves are very strong. Continue to beat estimates in different ways.

Great run over last 2 years. Around the world, banks have been strong everywhere. Long-term rates moving higher, and short-term rates relatively low, the spread they can make on their loans is pretty darn good. When markets continue to be decent, then capital markets are strong and so is wealth management. He doesn't see any major change to that.

Can companies pull back 10% at any given time? Absolutely. And they have pulled back over the last 6 weeks or so, but that's fairly typical in a longer-term bull market. He'd be a buyer at these levels. Structural backdrop is supportive.