Jenny Harrington, CEO, Gilman Hill Asset Management

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

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.

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.

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

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.

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.

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.

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.

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

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.