Jenny Harrington, CEO, Gilman Hill Asset Management

Demographic (aging) tailwinds. Is de-risked, trading at 15x PE, and has a 7% free cash flow yield and should generate 8-9% earnings for the next several years.

Pays a 6% dividend and trades at 9x PE.Pays a 6% dividend and trades at 9x PE.

It doesn't matter what AI platform is used, Cisco wins. Cisco provides the infrastructure for all the platforms. That's what she likes about it, plus their 5% free cash flow yield.

Pays a higher dividend than Coke, and it has a huge snack portfolio, but faces a huge threat from the GLP-1 drugs. Coke is too expensive at 27x PE.

The preferreds of Microchip give you a little exposure to tech and still get income of 5.75%.

She hopes healthcare stocks rebound; they've been up this year and being beaten down for a long time. BMY is +19% this year. Trades below 10x PE and produce $11 billion free cash flow this year, $15 billion in 2027, pays over a 4% dividend. There's value here. With their cash flow, they can buy their way to growth.

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.