Jason Snipe, CIO, Odyssey Capital Advisors

It's expensive at 78x forward PE. He owns PANW instead trades at 58x. Today's outage is very concerning. There could be government intervention -- how does that weigh on the space? But cybersecurity spending will continue. Let the dust settle. Don't buy now.

The potential to sell CRWD and buy its peers is huge. CRWD is expensive at 78x forward PE. He owns PANW instead trades at 58x. 

Just reported: 8 million new subscribers, and ads growing 35% quarter over quarter, but the stock has done nothing today. The tech sector has run up a lot, though the growth is there.

He bought more. It's lagged its peers and they slightly missed EPS, but they started this year with $200 billion cash and have invested $50 billion mostly infrastructure and private credit. He thinks net realization rates will increase going into 2025.

Just sold it though they have a great business model and travel remains strong, but they lag their peers. He held this for a long time and decided to take profits.

Is bullish biotech. Likes Abbvie for its diverse pipeline of drugs.

Disappointing that shares are up only 6% this year. Last quarter saw 44% EPS growth and 24% revenue growth. He wants to see continued AI monetization. It reports next week.

Earnings were sold. Buy this pullback.

Is down 7% this year, but was upgraded today and their pharmacy business is up 12%. In election years, healthcare struggles, and UNH has recovered from February's cyber attack. He likes this as a second-half 2024 and 2025 play. It's an earnings compounder.

Oil inventories, but also oil demand in the cycle are both peaking. He's bullish oil for the rest of the year.

Positive results of their heart disease drug lifted shares today. M&A in this space and declining interest rates have been positive. We'll see what happens here. Drug pricing is always an issue in election years, but he thinks this will do well this year.

The compound annual growth rate (CAGR) is 18% through 2026.

EPS growth is up 19%, revenues 15% in the last quarter. Innovation is key in this sector and PAWN is a rapid innovator.

He sold FedEx to buy more Apollo. FedEx talked about longer-term costs cuts last quarter, which lifted shares, but cost-cutting is now in the stock. Topline revenue declines are expected next week when they report. The stock hasn't done anything this year.

He's trimmed it over the past year, but not yet now. It's up 38% in the last 3 months. He'll probably trim next week. But long term, the story is still there, given the enterprise demand for Nvidia chips.