Jenny Harrington, CEO, Gilman Hill Asset Management

Re: the safety debate and the European ruling, it doesn't impact her thesis on Meta. To her, Meta remains a huge cash-flow generator, earnings growth is significant and they're past the safety issue. 

Trades at 14x PE, has over 20% earnings growth ahead and you can hold this forever.

They're still generating huge amounts of cash despite all their AI spending. Trades at only 20x PE and down 2% this year after a huge run in 2025. Doesn't know if their paid subscriptions will work or not. But they keep doing things efficiently and ahead of the curve. They get things right without being overly aggressive. Their ad business remains huge.

The AI trade could contract at the margin, which is a risk to Oracle. Their PE is not frothy, but their debt load is a concern; they lack experience managing the large debt.

Health companies can only be helped by AI to improve research. 

Drifted down 10% the past month without reason. Pays a 5% dividend. AI poses zero threat.

She bought it last March at $65 and added more yesterday. There's endless demand for tech as tech advances. She values the tactile retail experience, wants to touch a laptop or earbuds before she buys them. Lots of cash and a long history of dividends. Their earnings are reliable.

Demographic (aging) tailwinds. Is de-risked, trading at 15x PE, and has a 7% free cash flow yield and should generate 8-9% earnings for the next several years.

Pays a 6% dividend and trades at 9x PE.Pays a 6% dividend and trades at 9x PE.

It doesn't matter what AI platform is used, Cisco wins. Cisco provides the infrastructure for all the platforms. That's what she likes about it, plus their 5% free cash flow yield.

Pays a higher dividend than Coke, and it has a huge snack portfolio, but faces a huge threat from the GLP-1 drugs. Coke is too expensive at 27x PE.

The preferreds of Microchip give you a little exposure to tech and still get income of 5.75%.