Jenny Harrington, CEO, Gilman Hill Asset Management

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.

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.

Pays a 5.4% dividend. Competitors have reported good numbers too.

Downgraded today. New management has been active for a year and have lost credibility. They have not moved the needle. Trades at 7x PE with huge free cash flow, but shares are -61% in the past year. She will sell it within 6 months.

She owns both, and they're merging. Definitely, there will be a regulatory fight. When the deal was announced D share rose 10% and NEE fell 10%. She bought the NEE convertibles (7% dividend). NEE has 8-9% earnings growth and the deal will improve that; trades at 18x PE. Synergies will happen. If the deal doesn't happen, then fine, NEE shares will recover 10%.

She owns both, and they're merging. Definitely, there will be a regulatory fight. When the deal was announced D share rose 10% and NEE fell 10%. She bought the NEE convertibles (7% dividend). NEE has 8-9% earnings growth and the deal will improve that; trades at 18x PE. Synergies will happen. If the deal doesn't happen, then fine, NEE shares will recover 10%.

Trades at 14.5x with tremendous growth. Shares are up a lot but not as much as financial services companies and big banks, surprisingly. You could enter it now at a decent valuation. 

She owns the preferreds. Their industrials business was +24%, data centre +97%, aerospace/defence +45%. It trades at 20x PE and pays a 5.3% dividend. There's growth ahead. You don't have to own the big tech stocks.

She bought it for its growth. Shares are -45% since the 2021 peak. Some think Starlink will take over traditional broadband, but it won't. AMT has huge free cash flow and dividend, and trading at 14x FFO. 

She likes it; it shows Meta being financial savvy and maximizing returns.

The competition has never been greater. Content can be created cheaper and easier thanks to AI tools. NFLX trades at 18x PE vs. the market's 20x, but this discount should be wider. NFLX needs new content; it doesn't have a library like Disney.

Has owned it a long and will for a long. Growth is around 15% annually, drive by global demand for travel. 618,000 rooms will come on line. Is a little expensive, though.

Pays a 4.5% dividend. As China's export economy booms, Rio's iron export business should do well.