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Overall, she remains optimistic about the economy. Consumer spending, making up 70% of the economy, remains robust, even though the latest travel data shows a decrease in U.S. travel and retail data has been declining too.

It trades cheaply at 9x PE with earnings power of $12/share. They have a $30 billion backlog in auto. So, the Apple deal runs out in 3 years, then they can switch to supplying autos to drive revenues.

Is underweight it. It trades at a high 29x PE and they reported -1% earnings decline as well as -5% in revenue and -2% in iPhone sales, -20% in iPad sales and -7% in Macs all in the last quarter. What are you getting with this? Well, the free cash flow, gross margin expansion, opex under control. But 29x is rich. Would buy on a pullback.

Volatile, up 110% before today, now 120%, trading at 80x forward PE. Is this a car or auto company? Their gross margins are going down and lack pricing power (are lowering prices).

Disney had no choice, because with a deal Disney's revenues would have been hit hit by 2-3% or 6-10% in EBITDA. And they have to bid for NBA and it have made it harder for DIS to restore their dividend. That said, she doesn't know the terms of the deal.

Sold it to buy Amazon but still likes KDP, which has a better long-term story than Pepsi or Coke, which trades around 23x forward PE (KDP is 19x). Likes KDP's 5% volume growth and M&A.

September is living up to its reputation as a volatile month for markets. But when volatility dies down, expect more M&A in the market. Also, watch for the UAW strike that could happen this week and will benefit no one in the economy. Its impact will be that deep.

The Apple news of striking a chip deal with Qualcomm surprises him in a good way. The three-year deal is a long time. The stock is up today and it's been very disappointing. Maybe both companies are learning to live with each other after a long history of lawsuits. Qualcomm remains a cheap company focused on IP needed for mobile telephony, an industry that has been terrible for 1.5 years (and he's waiting for it to bottom). China is key to their business, but China is having economic trouble these days. Maybe all the bad news is priced into this, but watch your back with this stock.

They need the car business to be a tech company, and they are facing a lot of competition now in EVs, much different from 10 years ago.

He expects the Disney-Hulu deal to wrap by the end of this year. Who cares about the cost of this Charter deal? The industry is leaving linear TV and heading firmly into streaming. Disney's CEO is no dummy; he knows where the industry is going.

A high-quality biopharma with a strong cystic fibrosis drug. Are trying to get into other franchises like diabetes treatments. Will do well long-run. Trades at 23x with 11% earnings growth, so you can take some profits now. Had a good run, so take some money off the table.

It can, but don't own gold now. You buy gold when inflation is rising (and the Fed does nothing) or there is a recession coming. She sees neither coming.

Content is king, but so many are producing content which is expensive to make. So, it's hard to compete in this sector and distributors have been struggling. Linear TV is dying.

It buys Qualcomm time, but the difficulty in reaching this deal suggests how hard it is to produce your own chips and maybe it shows how much Apple needs Qualcomm.

It buys Qualcomm time, but the difficulty in reaching this deal suggests how hard it is to produce your own chips and maybe it shows how much Apple needs Qualcomm.