Jenny Harrington, CEO, Gilman Hill Asset Management

A pipeline from the Permian to the Gulf of Mexico will come online, the Matterhorn, which will increase the flow of oil as well as natural gas, which has been trading at a negative price this year. So, the producers will be much more profitable. Two more pipelines are coming and will support the oil price and their companies. She likes Devon, paying a 5% yield and will benefit from the Matterhorn.

They are blowing away former projections in free cash flow, $2 billion this year, but is $7.5 billion actually and $9.5 billion in 2025. The fundamentals are amazing. Definitely hold or own this. She doesn't like their 39x PE, but growth is so strong. She's trimmed it twice because it's such a huge holding for her.

Making an intra-day high today. Momentum now is driven by it being an AI play. But look at the fundamentals: a 3% free cash flow yield, not 5% anymore, and trading at 23x PE. Is this sustainable? How much will they spend on AI? Will their efficiency result in huge spending? Consider trading some of this. She holds a huge position.

They face more competition, slower sales in leisurewear, a weaker Chinese consumer and shares trading at 25x PE with no growth in the next 4 years.

Trades at 9.5x PE and she forecasts 20% earnings growth for the next 3 years.

REITs are up this quarter and will continue to rise as interest rates fall.

Their last quarter beat including growth projections an it's one of the cheapest tech stocks. It lags peers, but it still grows around 5% and trades at 13x PE.

Their Q2 earnings beat. A pandemic darling that then crashed. But now it trades at a fair valuation and strong free cash flow. She bought it last September is up 35%. Trades at 16x PE and has a 8% free cash flow yield. Great managers who underpromise, so they will beat their quarter. Has real secular growth.

She doesn't want to own energy broadly, but loves this. 90% of their EBITDA is fee-based. Fantastic. It's all about volumes. And it pays an 8% dividend yield.

The PE has fallen and is now appropriately priced.

Their PE rose to 30x (like Nvidia) on the AI trade, but AI is only a small part of their business. AVGO did see 47% earnings growth, but that's a third of NVDA's.

Pays a 5% dividend yield with decent earnings ahead.

She sold it. Trades at 12x PE with very limited FFO growth and pays a 4.5% dividend. It's outpaced any of her REITs by a mile. She sold because she wanted to buy something else. This moved up a lot so she took profits.

Not sure if this news is a huge positive for GM, but it affirms that driverless cars are a serious thing. Uber is expensive at 40x PE, but has 40% earnings growth forecast and mints free cash flow at 4.5% free cash flow yield. She's keep holding this.

She sold it, not because she's negative the stock, but this company spun off and dropped its dividend, and she was holding SOLV for clients in a dividend fund. Their recent reports have actually been good with decent earnings and a decent valuation.