Karen Firestone, CEO, Aureus Asset Management

A great utility. AWK is the largest water utility in the world. Continues to like it. Was upgraded today.

She once owned it for many years, but the chart is now broken. People are concerned that their growth and high multiple are in jeopardy.

It trades less than the market PE and is breaking out.

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).