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Unlock Expert's Rating and Top Picks Portfolio

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

Most recent Opinions go here

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DON'T BUY

It took Nvidia years to reach a trillion dollars, but Micron only 48 days. This screams it's meme-ish, is in the wrong hands, not in thoughtful hands. You could still make money buying calls, but MU has no investment thesis, just a speculation one. Still trades at 10x 2027 PE because there's a backlog. Speculation, not an investment.

COMMENT

Down 30% today. The higher capex outlook isn't caused by Zsclaer buying more components, but the higher cost of them. She worries about higher capex from these higher costs for Zscaler and other companies. Micron can charge more, but their customers will pay more.

BUY

Is cheap. GXO has a free cash flow yield of 6.5% and 15x PE. There's long-term upside.

PARTIAL SELL

XPO has only a 2.5% free cash flow yield and 40x PE. Is up 80% this year. Will sell some shares based on PE. But there's long-term upside.

BUY

Nursing homes. 20x FFO and 10% earnings growth.

BUY

A dividend pick. This pays 11%.

BUY
They must pay a $375 million for violating a New Mexico law about child exploitation.

It trades at 20x PE, and generates huge free cash flow. It's a catch-22: social media addiction drives these numbers but parents need to do a better job to keep their kids off social media, which also allows society to communicate freely.

BUY

She bought it because it trades at 16x vs. historically 18-20x, and pays a safe 4.9% dividend which has increased for 24 years in company history. Rocked by Covid, only now are earnings are finding a consistent trajectory of 6-8% earnings growth with dividend growth. From Jan.1 to Feb. 9, shares jumped 26%, but shares fell when the Iran war began, because many of their products rely on oil. Whenever the oil price goes down, these shares go up. Also, it's AI proof.

DON'T BUY

She sold it earlier this year at a profit. As for today's 14% spike on merger talks, JBLU has talked mergers before which didn't happen. She won't buy it.

BUY

Likes its 7% dividend yield. You're in the midstream space, but also exposed to oil prices, so if prices remain above $60, this benefits.

BUY

Relies on oil for its products, so if the oil prices falls, this should do well. Pays a 9% dividend yield.

BUY

Pays a 6% dividend and has an excellent management team.

BUY

Has high free cash flow yields above 5%.  Trades at only 7x PE, very low. The new CEO is doing a great job so far. A good time to enter this.

COMMENT

Real estate stock charts are flat over 5 or more years, though still trading at low PE's compared to the market. Pay a good yield. Real estate is a great place to be.

BUY

The market has rotated into dividend stocks. Among her dividend picks is KMB, which pays 4.75%. Consumers will be using their products for many years. She is very bullish dividend stocks.

Showing 1 to 15 of 262 entries