Karen Firestone, CEO, Aureus Asset Management

We had euphoria after the election, but now we're running into a reality where investors are asking what is going to work and who will it work for? Which sectors and industries given the change we see each day in government (i.e. federal agencies). People are worried and concerned what might happen and this is weighing on stocks. Yes, the S&P is hitting a high today, but the market momentum is fading.

She bought it. The stock was in a decline, though recently come back off its high, so she entered. Also, companies are spending $100 billion on AI, much will go towards NVDA chips that will remain dominant.

The chart has been choppy and rough, but the last quarter finally showed sales picking up. They've invested a lot on their online platform to the best in the industry. The worst is behind it.

It keeps hitting new highs, being in the right place over the last 10 years. It's taking a greater market share because more purchasing is going on cards. They have the best technology and will maintain dominance.

She bought it because the industry has underperformed many years; they're facing several drugs coming off patent, but are developing new drugs they will bring to market. Trades under 9x PE and pays a 4.6% dividend. This industry will benefit greatly from AI.

She sold it. They made acquisitions she didn't love, though have grown earnings, but missing expectations. She doesn't like their strategy of breaking up the company.

She was lucky to trim it before earnings. A quality industrial, though sinking today on earnings.

Has owned it for years and has done exactly what she wanted it to. They're in the health savings business and benefits from a full employment and higher interest rates. Was a big position, so she took some shares off the table.

She added more. The hospice business is growing double-digits.

She added more. It's essential for integrating data centres. It's a growth story equal to Nvidia.

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.