Brenda Vingiello, CIO, Sand Hill Global Advisors

Their iPhone upgrade cycle could be meaningful because of AI to boost functionality.

They just reported a disappointing quarter, as competitors lower prices. But there are positive trends: two-thirds of Tesla customers last quarter were new. She expects a push in the U.S. to adapt to EVs. Plus, the cheaper EV next year will be a driver.

Is growing especially outside the US. Benefits as more carriers come onto the same tower, which gives them operating leverage.

She bought it earlier this year. They own warehouse space. Walmart needs more of this as it competes with Amazon, so it's a tailwind. Their advantage are their great locations.

This would drive more value for shareholders. Let's wait and see. Shares were punished yesterday though on profits, but the valuation is good and topline trends are heading in the right direction. Still likes it.

Mid-caps will continue to benefit from the current rotation.

Is up 14% in May. REITs have fallen as interest rates rose. But cell phone towers are an international growth story, because there needs a lot of investment before rolling out 5G.

A contrarian call. Up 3.4% in May. She just bought Prologis. Certainly, will improve when rates decline.

Is down 16% in May. She expected things to imnrpove when she bought it; that hasn't happened yet, but weakness in the Chinese consumer may be bottoming while more marketing should help.

She trimmed, taking profits late last week. Nothing is wrong with the company fundamentals, but a lot of good news has been baked in. It's amazing how Meta has refocused on margins which beat by 7% in Q4. Phenomenal. Its PE has moved up huge, though deserved given how Meta has refocused on its core business.

She trimmed, taking profits late last week. Nothing is wrong with the company fundamentals, but a lot of good news has been baked in.

This is a buying opportunity. The AI hype was driving this stock, but that hype is getting flushed out today. They are a leader in their industry, and the costs are too high for a client company to leave Adobe and adopt another company's creative software. Adobe fundamentals remain strong and they will benefit from AI, but not as big as the market was expecting.

Prefers this to GS, which is recovering. She hopes to see a pick-up in M&A deals of small-mid-sized companies this year to benefit JPM and the other banks. Also, the IPO pipeline is full but has been seeing little activity; this too could pick up.

It's hard to admit this, but this is right. There's been nothing but bad news with Boeing. She will stick with Boeing, because demand for planes will continue, but clearly Boeing has a lot of work to do in terms of control of production needing to be brought in-house more. Needs work to restore confidence and need to focus on detail.

Their popular obesity drug is like AI--a lot is already priced in, though the obesity drug may be applicable to other ailments.