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


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

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BUY

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. 

BUY

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

BUY

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.

DON'T BUY

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.

BUY

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

BUY

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

BUY

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.

BUY

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.

BUY

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

BUY

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.

BUY

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.

BUY

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

BUY

She hopes healthcare stocks rebound; they've been up this year and being beaten down for a long time. BMY is +19% this year. Trades below 10x PE and produce $11 billion free cash flow this year, $15 billion in 2027, pays over a 4% dividend. There's value here. With their cash flow, they can buy their way to growth.

BUY

Upgraded today. They're strong in oncology and overall. Is +13% this year. Pays a 3% dividend. Now trades at 16x PE. Great growth ahead.

BUY

All roads lead to copper which has quietly risen to $6.50. FCX is +36% this year, but still trades at 18x PE and a 6% free cash flow yield.

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