Stephanie Link, Chief investment strategist, Hightower

She's up 160%, so she trimmed it. It's fairly rich. Are better opportunities in data centres like Eaton. Would buy back GEV at better levels.

She trimmed GE Vernoa to buy more Eaton and Quanta Services, and both just reported blow-out quarters. Quanta: EBITDA +40%, backlog +14%. Eaton: data centres +45%, pipeline +65%, and backlog 3x more than normal. Good valuations.

She trimmed GE Vernoa to buy more Eaton and Quanta Services, and both just reported blow-out quarters. Quanta: EBITDA +40%, backlog +14%. Eaton: data centres +45%, pipeline +65%, and backlog 3x more than normal. Good valuations.

Fine growth and amazing turnaround story.

Has a great platform strategy and products; growing cash flow to $4.5 billion by year's end. Will rebound as they execute.

Growing faster than expected: total revenues +27%, product revenue 28%. They guided 8% margin expansion, and this is the story going forward. It's been volatile, but are positioned well for 2025. They announced a partnership with MSFT.

She added more, despite the pain, down 20% from highs. Doesn't like the valuation, but likes the diversification of revenues, not just data centres but also software. She will buy on the way down.

She added more, because it got so cheap at 9x forward PE. She expects housing to rebound. In fact, Home Depot saw its first positive comp in 8 quarters. 

Likes CEO. It's been gaining market share for 7 straight quarters as inventory declines the past 8. 

Bought more. Great management and M&A strategy, which will add to earnings regardless of the oil price. Likes their cost control and cash flow.

Is down 20% in 6 months and trades at 6.5x EBITA vs. 12x historically, strong managers, $20 billion free cash flow and new share buybacks.

Her best performer this month, with revenues growing 40%. Excellent balance sheet, drug pipeline and managers. She just entered this and will buy on dips.

60% of EBITDA comes from Macau, which is recovering; she's bullish here because LVS has done a ton of renovations that completes this spring. Trades at 11x EBITDA vs. 14x historic. Is -20% the past year.

Housing has a long way to go, but was up in Q4. She will take any improvement. They have very easy comps. 

They're in the second inning of their turnaround, and shares remain cheap. Expectations remain low.