Jenny Harrington, CEO, Gilman Hill Asset Management

She likes it; it shows Meta being financial savvy and maximizing returns.

The competition has never been greater. Content can be created cheaper and easier thanks to AI tools. NFLX trades at 18x PE vs. the market's 20x, but this discount should be wider. NFLX needs new content; it doesn't have a library like Disney.

Has owned it a long and will for a long. Growth is around 15% annually, drive by global demand for travel. 618,000 rooms will come on line. Is a little expensive, though.

Pays a 4.5% dividend. As China's export economy booms, Rio's iron export business should do well.

Is a dividend aristocrat with a 5% dividend and trading at 17x PE. Petrochemicals have returned to pre-war pricing and supply chain had normalized (their biggest cost).

Trading at 8.5x 2027 PE. Managed well with a great product line. They could report a crummy quarter and shares could still do well next week. She will sell on a nice pop.

Faces GLP-1 weight loss drugs, weakening North American consumer and North American business is fading. Valuation is cheap, though. Is attractive if it falls 20-30%.

Up 30% this year. She bought it recently and has a huge capital gain. The dividend is down to 4%. But it's expensive with little upside left. She might sell it and take profits, or hold.

Is a permanent compounder with reliable earnings in the mid-teens in coming years. Is a little pricey at 30x PE. Trades at 3.5% free cash flow. Is up 22% this year. Buy on weakness. You 

Gold is too speculative. She's a fundamentals investor.

They may be sold out of their product this year, but that doesn't justify a 200%+ move in their shares this year which is already pricing in earnings for the next 2 years.

Trade, don't invest, in this space. Suppose there's one innovation in memory that radically improves performance? How would that effect these stocks? And there's so much competition coming. There is too much ambiguity in this space, including cash flows.

Trades at 20x PE, but has gone from huge free cash flow to low. But they have $200 billion revenue from their social media business, which is growing at 28%. It will probably return to free cash flow positive. The CEO will prove that he's focused on efficiency. It's the only Mag 7 stock she will buy.

She just bought it last week. Huge cash flow though also a lot of debt. They have NBC Universal and the theme parks, though pales compared to their broadband business. The SpaceX IPO knocked CMCSA shares from $30 to $22, so it was an opportunity.