They started offering software as a service very early and have done very well. There are high expectations built into the stock price and she would not buy at this level. It is very richly valued but it is on her watchlist when there is a broad pullback in the market.

U.S. interest rates are rising, so European rates will follow--this will benefit financials with higher profits. He owns some European banks. There is upside with Lloyds. It has cleaned up its mess. If you're underwater here, you will be fine in the long run. You can buy it now and hold it.

In the space of digital advertising, she owns Alphabet rather than Facebook. The valuation of Facebook has contracted recently, making it appear cheaper, but she is waiting, probably for a year, to see the cost and effects of new government regulations.

In the space of digital advertising, she owns Alphabet rather than Facebook. Alphabet is not being hit with as much regulatory interest as Facebook at this point, and it provides a very popular service, the leading search engine, that integrates naturally with the advertising.

She has been a long-term holder of the company. It is diversifying its revenue stream. Theater is currently about 75% of their revenues, but management expects that over time the other activities will account for about 2⁄3 of revenues. This will take time, and she is giving management time to execute on their strategy. Yield 5.4%.

She doesn’t own any auto parts companies and sees the recent price declines as a direct reflection of the NAFTA uncertainty. If she was going to buy in this sector, she would look first at Magna, which is diversifying into the EU. She will wait until after there is clarity about NAFTA, even though that clarity will cause prices to rise (if the news is good) before she buys the stock.

This offers international exposure to infrastructure assets. Brookfield buys the assets and offers a high yield that arises out of the income stream that it receives from them..