They're ahead of their cost synergies target after the potash merger. They have sold off some assets totalling $5 billion. They project $6-8 billion in free cash flow to grow their retail network to buyback 5% of the stocks and raise the dividend. They are seeing an uptick in the Nutrient business. They have signed contracts with China and India where pricing should improve next year and beyond. They will benefit from increased demand. (2.9% dividend, Analysts' price target: $81.90) 

Happy to still buy it. It's the largest online search company globally with an 80% share. Expects more secular growth in digital ads. They're also monetizing YouTube. Waymo could be a leader in self-driving cars in the future. (no dividend, Analysts' price target: $1,386.11) 

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. She owns Visa, though MA has done better lately. Nothing wrong with buying either in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

She has no more info about the Muddy Waters short report. Muddy is betting on the outcome of this trial. See what happens. It could drag on for years with appeals. She likes the new CEO who has segmented their legacy products, and likes their positioning in China. It's now trading close to book value.

They dominate this space, but are expanding into growthier areas. They are seeking a new CEO, so until then just wait. Need to know their strategy.

We knew rates were going up last week and the US got good jobs numbers, so their economy is sound. I guess now the market realized that rates will ramp up. She's glad to see the 10-year yield curve rise to 3.2%, while the spread between the 2- and 10-year is now 3-4 basis points vs. 25 points last month. The US Fed said it would increase rates once more this year and three in 2019, so we need rates to rise to counter a recession down the road when the yield curve inverts. Earnings should be very good this quarter, and up 22% in 2018. We need that profit growth from the U.S. in Q3. The big question is what happens to the tariff impact. Friday we see the bank earnings and this will be critical. Tech stocks got ahead of themsleves, so this pullback is healthy. We need rates high enough to cut later when the recession hits.

Building a chemical facility that will come online in a few years. She took money out of pipelines and put it into electric utilities and renewable energies, because the future is good in this space.

Still likes it and has been buying it during this pullback. REITs have been pressured by rising rates, but she likes the seniors housing space. Managed well and pays an attractive 4.2% yield. A good long-term hold and would buy it here.