Jenny Harrington, CEO, Gilman Hill Asset Management

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.

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.

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.

The shares are overprices and (some say) the coffee is mediocre. In the last 10 years, the competition has really increased. Too rich.

She just added TripAdvisor. She seeks companies with strong free cash flow yield and high earnings growth. Though down 50% from a year ago, its earnings growth is around 15% and boasts a 14% free cash flow yield. 

It's the only Mag 7 stock she's ever owned, and she has trimmed it a few times, because it's pretty rich now. But earnings growth is still a good 40% new year then mid-teens after that. The valuation looks decent. The other Mag 7 lack good free cash flow and growth rates.

Stocks are selling off today, led by the Mag 7 (-2.6%). She didn't expect this weakness until January, but it signals a rough January to come. After all, gains in Mag 7 were to large this year, so now there's rebalancing.

Decent earnings lie ahead. Has a 5.5% free cash flow yield.