-- Overall stock markets are not overvalued; they are moderately valued.
-- Companies with a good cash component to their earnings, that are paying dividends, have good management and are trading at lower valuations will do well.
-- Her top holdings: JPM, IP, PFE, BLK, DEO
-- Her top picks: International Paper Co. (IP). It is really growing cash, expanding internationally, has gotten rid of non-core assets and is reallocating capital in a much better way.
Credit and source: www.cnbc.com, CNBC
Here is the video:
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