Karen Firestone, CEO, Aureus Asset Management

She trimmed Abobe, because her position was large. The stock came down then up. There are questions about whether AI will disrupt it.

She just bought it. The stock has had a nice move, just starting to recover, and falling interest rates will help construction companies.

Utilities have been doing great, and people need more cell towers.

They can beat earnings when they report tomorrow. The industry has been hurt because the price of used cars was getting so high, but has been coming down the last two quarters. The industry will start to accelerate in volumes.

They did a small tuck-in acquisition. The stock is trending higher, now at its 200-day moving average, a good sign. If it breaks that, it sells at 20x PE, a discount to the market. Revenues will pick up.

Some of these stocks fell 40-60% like Micron, bit NVDA was among the least. This recent decline is the worst selling and won't worsen. The market wants to buy them on weakness.

Good to hear management's recent comments about slower, but stable growth, given worries that travel and discretionary spending is slowing. AXP is expanding its base, which has been loyal, to a younger demographic.

They reported a decent quarter. Is down 23% and sitting on its 100-day moving average.

They're turning around, given their immunotherapy pipeline, and their device and testing businesses are strong.

They recovered from a cyber attack. Earnings are growing. Their HMO (Health maintenance organization) is the best in the business. It's a safe play in healthcare.

It's been a tough stock to own in recent years, but they've absorbed Ameritrade and we're starting to see the benefit of that. They are and should cut back on their bank business. They can grow earnings around 5-10% annually in coming years.

Was downgraded today. She trimmed it recently because it's been a strong performer. Trades at a high 15.5x forward PE. Vacation and concert spending may be slowing, so she reduced her weight. It remains the top operator in the high-income space. It has a great runway, but it got too expensive.

It made a buy list today and deserved it. They're starting to see a rebound after Covid. They have a lot of diagnostic equipment that's widely used across healthcare. Shares are earnings are coming out of the doldrums and starting to move up.

Made a buyer's list today. The stock is enjoying a run. Its software and design software has been in a slump, but is starting to improve and looks good looking forward. People will look to this if they move away from stocks that are just AI. This is a name to own if there's a soft landing and not a severe recession. They've been investing a lot in AI which will improve their products. She's confident.

It's a play on travel; people keep travelling and airlines are full as the boomers keep travelling. Remains a cheap stock, below the market multiple.