Rob Sechan, Managing Partner, New Edge Capital

It's up over 8% this year, beating the market. The PE is 15x. Has consistent topline growth due to Skyrizi as well as Botox and arthritis. High-quality. Pays a 3.5% dividend.

Is up 71% since he added it a year ago. Has become more fully valued at 25x PE. Still a great business with modest revenue growth and margin expansion. They benefit from the transition from a consulting business to an software, AI-led. They are emerging as a leading quantum computing play.

He trimmed. Is trading at 33x PE, down from 55x. Is the front runner in the GLP-1 business with 60% market share.

Shares are down today after reporting. The street is challenging their ability to monetize AI. They continue to deliver every time they report, but the stock does not perform well. But he will continue to be patient, because this is a stock to own.

It remains in the Mag 7 the best performer in the past month and the cheapest as well. They are quieting the bear case in terms of search disruption.

Has owned both for a long time, but are trading near all-time highs, so this isn't the entry point. Wait a little. This as is expensive as they get in terms of PE. They are hard to dislodge, despite the threat of stablecoin. 

Has owned both for a long time, but are trading near all-time highs, so this isn't the entry point. Wait a little. This as is expensive as they get in terms of PE. They are hard to dislodge, despite the threat of stablecoin. 

A diverse insurance company in China. Trades at 6x PE and 50% free cash flow margins. One of the largest insurers in the world.