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It holds 100 of the highest free-cash flow yielding stocks in the Russell index. Energy and healthcare make up about 50% of this.

Loves it and loves mineral rights in private and public markets, because they give you high margins, nearly no capex and exposure to oil and gas. Enjoys a secular tailwind. Lots of run to room.

Will talk alot about AI next week. If you want AI exposure outside Nvidia this is the real deal with a good runway ahead, despite rallying far this year already.

Will talk alot about AI next week. If you want AI exposure outside Nvidia this is the real deal with a good runway ahead, despite rallying far this year already.

It's a biopharma which as a group did very well last year. Compare that to the smaller biotechs which have not done well the past 3 years. This year, biopharma and staples have underperformed. This boasts a high free cash flow yield and has a great product cycle coming. 

We all know and use their products, and they have a recurring revenue machine. Remove their Covid growth, and Apple's revenues have been anemic. Earnings always beat because they have a big share buyback. This year, shares are up 30+% in a great year. She sold calls and shares are at the high end. She's holding it long term. She wants to see more topline growth.

She's very bullish energy; energy prices will remain high. $86 is the new $60. The Saudis hold all the cards, so they have an incentive to keep the oil market tight. Inventories are very low and the free cash flow yield in this sector is ove 10%. Spending is disciplined and companies are givign back to shareholders. This is no longer a feast or famine sector.

Prefers hard asset (real estate & infrastructure) style business models vs. expensive tech style companies.
Consistent business models good for investors in the long term.
Higher interest rates hard on asset heavy business models, but eventually things will even out.
Waiting for real estate & infrastructure stocks to get cheaper before buying.
Rising deficit in USA a big concern with higher interest rates.

2027 bond issue specifically.
Good if economy enters into a recession.
Expecting short terms rates to go down.
~6% yield is very safe.
Energy space very strong. 

Likes business due to hard assets.
Cyclical business - but demand growing.
High rate of return on capital.
Not expensive at current share price.
Good for long term investors. 

Unique business plan.
Pool of money that collects dependable income.
Worst case - can collect underlying real estate. 
High yield being paid on shares.

Higher interest rates hard on business.
Good for long term investors. 
Will keep shares in company.
Demand for phone products very high.
Consistent dividend.

Beneficiary of Re-shoring of manufacturing in USA.
Hard assets valuable.
Good for long term investors.
USA investment in infrastructure assets good for company.
Will continue to own shares. 

Energy assets valuable.
Under appreciated business.
Current share price undervalued.
Expansion into Gulf of Mexico a good long term decision.
Expecting a $20 share price.
High dividend yield not a concern.

Higher interest rates weighing down share price. 
Demand for electricity rising.
Business model looks safe.
Good hard assets for long term investor.