### Comment:
That all makes sense to me except WFC. Any particular reason?

### REPLY:
Stock's at a discount due to bad recent PR, earnings have been strong and poised for growth. Good 3-5 year investment, likely to come back to higher valuation levels since the street's memory is short on PR when the company is able to post good financial results. I don't have time to really write out an overall in-depth analysis, and another reason was to diversify away from only tech. I see financials having room to run w/ tax breaks, etc. and rising treasury yield helps them make more money.

### END.