Rob Sechan, Managing Partner, New Edge Capital

The cybersecurities have re-rated down a lot from AI fears, but FTNT is still growing. Cybersecurity will remain important while this AI disruption still needs to be proven.

Is already overweight this name, which is -20% this year. Their business set has gone from cap-lite to cap-heavy. The market is digesting this and waiting to see what will be monetized, which they are starting to. If you don't own, this is a great time to look at it.

They're pricing power has been confirmed many times. He likes it a lot.

Power/energy remains the biggest bottleneck in the AI buildout, and this trades at 17x PE.

Is up 69% since he bought it in January. Is the second-best performer after Palantir. Natural gas will be key to solving the bottleneck in data centre power consumption. The valuation is no longer cheap at 18x. It's a multi-year story, backed by increased loan growth and data centre power consumption.

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. 

He added more. It's cheap vs. its history, as long as its earnings hold up. There's no competitive threat or threat to exports.

He bought it at 12x PE, now at 19x. The new CEO demonstrates they can change their business.