Sony Corp. ADR (SNE-N)

Still decent room to run, about 20%. 45% market share in the sensor market. Entering the smart mobility space. Hold on. Shouldn't go under $82.50.

Has done well. Well run, but US is the place to look for tech. You'll probably do OK with it, as technology will continue to encroach into the economy and everyday life. This will benefit the sector, and Sony will take its share.

It's the Japanese Disney in that it holds some content, influence by the fate of new releases. The only fault are its mixed financial results. Otherwise, a quality company. Another concern is Japan's deep debt and the effect on Japanese companies. Doesn't want to be exposed to potential currency weakness.

Diversified. PlayStation had supply chain disruption, but now picking up. One of the 3 main music companies, and that business has seen a resurgence with streaming. Lots of potential for cross-synergies between shows and gaming. Really good IP. Yield is 0.62%.

Going through a revolution. Trying to reposition as a major global content provider, a la Disney. To hold this stock, you really have to believe in it. He doesn't like to bet on that kind of thing.

Covid crisis has boosted gaming. Well run, well established, blue chip. Pretty solid name. She owns MSFT instead, as it also benefits from cloud-based usage.