We have an embarrassment of riches when we look at TJX Companies and Costco in terms of just flat-out value — and a dicey one, admittedly, in Best Buy , which I think has turned an important corner. TJX Companies I fear sometimes that we overstayed our welcome in off-price retailer TJX. But every time we do a check in, I realize that the company behind T.J. Maxx, Marshalls, and HomeGoods is just crushing it, and you don't leave the stock of a company that is doing that well.
You can't buy the 15 Pro anymore directly from Apple, which is pushing iPhone 16 models, which were just unveiled. It was just a one-off thing but I think that Best Buy has worked its way into the conversation after its last quarter. Some of me wants to just bang out the gain because it is large, and we fought hard.