Jenny Harrington, CEO, Gilman Hill Asset Management

Was upgraded today. Trades at 16x PE and a 6% free cash flow yield. Earnings should grow 5-9%. It's been flat for a while, but so was MSFT. Stocks need time to consolidate.

They reported an earnings beat with good comp sales. Is still down 10%, but is a fantastic buy now. Retail sales were +9% as gross profit +13%. Will benefit when tariffs kick in and raise prices on new cars. Trades at 16x PE and expects 14-18% growth over the next 3 years.

Is up 19% in the last 3 months. Trades at 19x PE, a decent discount to the market, 13-16% earnings growth, movies have rebounded and theme parks are doing well. A great company. 

New CEO announced today. 16x PE with great earnings growth.

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).

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

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

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.