"Cheniere Energy (LNG) is the largest U.S. natural gas exporter. About 70% of all Cheniere Energy cargoes that landed in Europe were produced at Cheniere facilities in the second quarter of 2022. LNG just increased 2022 guidance with additional stock buybacks and a larger step up in dividend. Also, Starbucks (SBUX) raised guidance for high single-digit earnings growth and double-digit revenue growth through 2025. Starbucks (SBUX) is a strong brand name with pricing power and rapid growth in China. Finally, LVMH Moet Hennessy (LVMUY) U.S. business continues to be a bright spot for the company with 22% organic sales growth in the second quarter. LVMH Moet Hennessy (LVMUY) cashflows continue to be a positive catalyst for shareholder returns," says Tyler Ellegard.