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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Jenny Harrington, CEO, Gilman Hill Asset Management

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HOLD

Those holding it in a taxable account don't want to sell Apple now, so will hold. And no, Apple will not trade in line with the S&P (it's been underperforming the market).

BUY

Is a long term hold for her. Is slightly down for the year, but the earnings growth is remarkable, consistently 15-19%.

BUY

Will grow if interest rates rise, which is happening. They grow as their assets grow from bringing in new business or grow existing assets. 

HOLD

Is -34% this month. They reported a good quarter and maintained guidance, and trades at 3X PE while earnings growth remains. But they cut their dividend. She's pissed off, but is holding on because of its low PE. It's totally mispriced.

BUY

Trades at 9x PE, pays a 6% yield, and a new CEO by year's end could unlock value.

PARTIAL SELL

Selling partially as a source of cash and to rotate shares. Nothing wrong with the company. IS up 14% in February.

BUY

Has less exposure to tariffs. Earnings 3 weeks ago where they maintained forecast: over 20% earnings growth in the next 2-3 years, trading at 18x 2025 and 16.5x 2026, and pays nearly 4% dividend, which keeps raising.

BUY

Reported yesterday, and momentum has turned up. Trades at 9x PE, with 9% free cash flow yield, around 15% earnings growth. Are breaking the company in two.

COMMENT

Reports Tuesday. They will talk about tariffs in China, not Mexico.

SELL ON STRENGTH

Is down 25% this week after earnings, which was overdone. They have $700 million in free cash flow which will let them buyback shares and support the stock. She's taking a breath as shares recover. Eventually, she will sell, but not after this sell-off. Pays a 4.2% dividend yield, so maybe it's interesting to enter now.

BUY

It could reach $100. She's bullish. Has long held it. They target $10.7 billion free cash flow this and expects so. A smart CEO.

DON'T BUY

Meta's gross margins are 80% vs. Amazon's 50%. Meta trades at 25x vs. Amazon 37x. So, wouldn't money be rotating out of Amazon into Meta? It hasn't.

BUY
Is the only Mag 7 stock that rose after earnings.

Their earnings growth + PE was the most reasonable last year and entering this. Earnings continue to grow and are controlling spending. Is the best of the Mag 7.

BUY

Pays an 8.1% dividend. Aging demographics mean this is good.

BUY

A dividend pick for 2025. Is down a lot from their highs. A contrarian play. It pays around a 5% dividend yield. It trades at a reasonable valuation and offers decent earnings growth in 2025 of 5-7%. Collect the dividend and enjoy a little capital appreciation on top. You won't shoot the lights out, but you can relax with this steady earner. Honda has 50% of their market cap as cash on the balance sheet. The Nissan merger sounds fantastic.

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