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Thursday rebalance. Raised the dividend trio: BTI at 62.30, MO at 73.50, DEO at 82.50. The original bids sat under the stocks for a week. The house does not chase a bounce but does not let the yield walk past either. Gambling has earned its keep (FLUT +2, WYNN +1.7, LVS +1). Alcohol mixed, tobacco compounds slow. Bench (SAM, BYD, BF.B) still off-universe. The ESG discount is the entry, and waiting six days for sellers is the whole game.

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