Rob Sechan, Managing Partner, New Edge Capital

He thinks the CEO can continue to turn things around and expand operating margins.

They report next week. He expects them to deliver on recent cost cuts.

They report next week. They've become a leading AI consulting firm and thrive in software and cloud.

He prefers to own individual names, but you need to own biotech, especially if there's a change in Washington (less regulation). It's very sensitive to interest rates, which will likely decline.

Is up 47% this year and he's sold a third of his holdings after making big gains. Still trades at a reasonable PE. It's central to AI infrastructure.

He added more shares. Loyal customers and the #3 in sneakers. They have momentum top and bottom lines. Return on capital is 2-3x their peers.

Trades at 30x forward PE and 33% free cash flow margins. Super fundamentals, and yet shares are ignored. This outage could help Fortinet shares.

This could be a buying opportunity. He's regretted not buying this in the past. The CEO is great and will get through this crisis. Yes, they are a market leader in mobiles and PCs, but the valuation remains too high for him at 19x sales. Deserved, because it's the belle of the ball. He bought Fortinet and Checkpoint instead.

Just bought this small cap in staples, where's massively underweight. The produce sweeteners and starchers. Fairly cheap with durable revenues and increasing margins. Trades at forward 12x PE.

They report next week. They have huge brand awareness, but to be honest this is a tax-loss sale after they report. However, he won't do that yet because they trade at 30x historically and now at 21x. He bought at 27x. He got ahead of this, but won't sell it yet. No doubt there's more competition in this space.

Has owned this for a year, still trades reasonably, high free cash flow and low debt. One of the largest, lowest-cost producers.

He trimmed it last January, but wishes he had sold it all. All performance has been driven by price increases, and those days are over. Be careful here.

One of the best performers in retail, boasts terrific brands while customers are loyal and he expects will remain so.

Is up 28% in May and his own only utility. It's the second-biggest nuclear producer in the U.S.

Dow 7% in May. Lots of struggle in the healthcare space. Will sell.