Karen Firestone, CEO, Aureus Asset Management

It's up 14.5% from the bottom. This is one of the most valuable companies on Earth, so no it's not a software company that will become obsolete.

Trades at only 16x future earnings. Meta go hit so hard recently, but today they announced a deal with Broadcom. A fantastic stock.

They've been living under the cloud that software will make their business obsolete, but 90% of SPGI's business is proprietary. They're big on oil market data. SPGI has traded down to 22x PE vs. 27x normally. This current run will continue.

It's a good time to buy materials after a period of softness. They're in the chemicals and space businesses, which are tailwinds.

Is -30% the past year. They need to hit the 5% earnings growth target and talk about high-single digit growth for the rest of the year. They're in a good business, but has been slow. Th move by Medicaid will help. She still likes this. It reports tomorrow. She's bullish healthcare.

Is down a third this year from the private equity concerns, which are overdone, and which we're now seeing in the share price (a recovery).

They will have a good quarter eventually and will excite the market. They are so dominant. The job cuts will benefit numbers, and their PE is coming down.

Is up lately and will continue, because money that pulled out of software ($1 trillion) is returning to this name and other megatechs. Nvidia is powering AI, at the center of things.

She trimmed her big position. She bought it at 11x PE years ago to now 19x. 

She just bought it today. A water utility. It went as high as 40x PE on a wave of sustainability. They have been expanding. Will grow earnings 11% annually. Pays a 2.5% dividen. The stock has come down and is attractive.

She just bought it. They make pumps, valves and seals to the chemistry, oil and gas and power industries. They serve tech businesses. Shares are up but are still below the market multiple.

She bought more S&P Global which is down 25% from this software selling. They cannot be totally disruptive. They are the rating giant in fixed income where we're seeing lots of debt selling. Business is good and will improve.