Jenny Harrington, CEO, Gilman Hill Asset Management

If you buy it today (down 10-12%), you're playing with fire. It's a big deal, a big screw up and she has no idea how this will end. This time of year, contracts are being signed.  A client now has the upper hand and could squeeze CRWD for a better deal. At 80x PE and 19x sales, there's zero room for error. Today is only the tip of the iceberg for CRWD, their clients and the industry. There could be government intervention.

They reported fine numbers yesterday and guidance was in-line. Ho-hum, but shares jumped 3%.

They report next week. Trades at 18x PE, shares up 11% this year and the street expects 4% revenue growth, $12 billion free cash flow while earnings should growth around 5% annually in coming year. 

As the Republicans surged in the polls, renewable energy got slapped. You can get ahead and enter this now. It pays a 6.5% dividend.

Has owned this for a long time and sees more upside. Trades at a high 24x PE and 14% 2025 earnings growth. But it's an asset-lite cash cow with growth.

Risky so don't buy a lot, but pays a 12% dividend. If there's price competition among the beverage-makers, this will go higher.

She sold XOM today. Though a great company and pays a 3.3x dividend, it lacks the growth she wants.

She just bought it. Unlike last year, their labour negotiations are now out of the way, earnings will grow 15-20% into 2026 and trades at a low 14x PE. Even if earnings are only 10%, she'll take it at that PE. It pays a fine 4.8% dividend.

It's rebounding today after an earnings drop. Expectations were too great after investors saw good numbers from Abercrombie and Foot Looker and Best Buy. She's opkay with Kohl's, will hold and give it two more quarters. Regular sales were up 2.4%, though clearance sales reduced overall sales 6%, but inventories fell 13%. Good management here. They will maintain the dividend while reducing debt.

Had a modest downgrade today, but that analyst still expects 49% earnings growth in 2025. This trades at 19x PE and 32% EPS growth. She's enjoyed nice upside since she bought it last year.

Is up 17% in May. They directly benefit from AI because they produce semi-testing equipment. It trades at 37x with 55% and 35% earnings growth in the next two years.

Up 16% in May. Their software and wiring is used in almost every car. It sold off earlier this year when EV's sold off, but it trades at 12x PE with 15% growth with big cash flow. 

Down 15% in May. The 7% dividend is rich, but the earnigns growth and outlook are real.

A contrarian call. There remain gems in the rubble of commercial real estate.

It's a little too expensive. It comes down to valuation. It has a 3% free cash flow yield. (Forward PE is 43x.)