Aquiles Larrea is bullish on the market and economy based upon improved consumer spending from fiscal stimulus. From a dividend payout standpoint, he looks at PM as compelling income and value name with a total return on investment in the double digits. HLT is one of the hospitality names that will benefit form improved travel, and HD will continue to perform from improving trends in housing. Innovations from AAPL and service revenue is a catalyst for a potential double digit gain in the name.
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