Stephanie Link, Chief investment strategist, Hightower

They beat (earnings up 71%, crucial product revenues 28%), and raised. Are gaining momentum.

They had a last good quarter; it was the first time their commercial aircraft margins were up 290 basis points YOY and has 7 years' worth of a backlog. Things--and the culture--are changing.

She keeps buying it whenever it's down. It doesn't need the Clean Energy Bill to grow; they have a record backlog. Last quarter, they beat and raised. The US will spend $4 trillion on electrification and the grid upgrade through 20205, and Quanta will benefit. Data centres need electricity.

Is up 22% for her, but won't take profits now. It trades at 12x PE and yields 2.5%. It's a turnaround story run by a good CEO and creative director. They are gaining market share in 3 of their 4 brands. Likes it long term.

Will hold it, is down 40% the past year. Not happy. The stock is hard to defend. Traffic is down. But she still sees value in the brand. They need to reduce their product from 62% discretionary to 50%. She likes their restructuring.

They do gross margins very well, but revenues are in the single digits at best while iPhone sales are down YOY. And it trades at 28x. There are better Mag 7 stocks.

It trades at 13x EBITDA vs. 17x historically. They grew retail North American sales by 8%, international by 5%, AWS 17%. Many ways to win here. Is buying any dips.

It's quality on sale, though has disappointed this year. Expects unit growth and margin to expand. 

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.